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

JUSTIN M. KITTLE, CFA®, CAIA®, CFP®

Financial Advisor & Portfolio Manager

HEATHER HAINES, AIF®, CRPS®

Financial Advisor

NANCY BOWES

Client Service Representative

PHYLLIS TURKLE

Client Service Representative

LEIGH BENNETT

Medicare Specialist

VALERIE RUPPEL

Chief Compliance Officer

PATRICK KRULIK

Head of Investments

TIM DAVIS

SVP, Operations & Technology

MATT RICE

Director of Financial Planning

LISA DYER

Director of Operations

Mitchell Morris

Operations Support Analyst