Your IMA Private Wealth Team

WE WORK TOGETHER FOR YOU

The human element is the most important piece of a successful financial strategy. IMA Private Wealth is here to understand first and advise second, to tailor solutions to opportunities – we are about people not products.

 

Michael Gregg
MICHAEL GREGG

President

Richard Holt
RICHARD W. HOLT, CFA®

Wichita Market Leader, Financial Advisor & Portfolio Manager

SUSAN POOL, CFP®, AIF®

Financial Advisor, Retirement Plan Advisor

JUSTIN M. KITTLE, CFA®, CAIA®, CFP®

Financial Advisor & Portfolio Manager

SAMANTHA JENKINS, CFP®, AIF®, CLU®

Financial Advisor, Retirement Plan Advisor

HEATHER HAINES, AIF®, CRPS®

Financial Advisor, Retirement Plan Advisor

NANCY BOWES

Client Service Representative

PHYLLIS TURKLE

Client Service Representative

PATRICK KRULIK

Head of Investments

MATT RICE

Director of Financial Planning

LEIGH BENNETT

Medicare Specialist

Catherine White
CATHERINE WHITE

Medicare Administrator

TIM DAVIS

SVP, Operations & Technology

LISA DYER

Director of Operations

Mitchell Morris

Operations Support Analyst

ANNA EWING

COO, IMA Advisors

VALERIE RUPPEL

Chief Compliance Officer