Protecting Assets, Making a Difference.  

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IMA Wealth, Inc. is a wholly owned subsidiary of The IMA Financial Group, Inc.



Insurance

Investment Management

IMA Wealth, Inc.

Richard W. Holt

Justin Kittle Cfa®

Heather Haines

Zach Hildebrand

Justin M. Kittle

Allison Wright

Lisa Dyer

The Retirement Plan Management Team at IMA Wealth, Inc. oversees and administers retirement plans for clients, ensuring that assets are protected and effectively managed. This involves creating tailored retirement strategies, managing plan compliance, and providing ongoing support to optimize retirement outcomes for plan participants.

Retirement Plan Management Team

Leadership Team

Client Services Team

Retirement Plan Management Team

About

Team members

Other teams at IMA Wealth, Inc.

Leadership Team

Client Services Team