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.

 

RICHARD W. HOLT, CFA®

President, Wealth Advisor and Chief Investment Officer

LEIGH BENNETT

Medicare Advisory Services Sales Manager

NANCY BOWES

Client Service Representative

LISA DYER

Senior Vice President, Director of Operations

HEATHER HAINES, AIF®, CRPS®

Vice President, Wealth and Retirement Plan Advisor

SAMANTHA JENKINS, CFP®, AIF®, CLU®

Senior Vice President, Wealth and Retirement Plan Advisor

JUSTIN M. KITTLE, CFA®, CAIA®, CFP®

Vice President, Wealth Advisor and Portfolio Manager

Mitchell Morris

Operations Support Analyst

SUSAN POOL, CFP®, AIF®

Senior Vice President, Private Wealth Advisor

PHYLLIS TURKLE

Client Service Representative