Your IMA Wealth Team

Mitchell Morris

Operations Support Analyst

Andrew Skaff

Retirement Plan Manager

John Alvarez

Retirement Plan Advisor

James Lugo, AIF®, CRPS®, CPFA®

Retirement Plan Advisor

BEN STEIN, CPFA®, AIF®

Retirement Plan Manager

KIRBY LAWSON, AIF®, CRPS®

Retirement Plan Manager

TRISH DAVIS

Chief Compliance Officer

REBECCA MORAN

Medicare Advisory Specialist

ZACH HILDEBRAND, AIF®, CRPS®, CFP®

Vice President, Senior Retirement Plan Manager

SUSAN POOL, CFP®, AIF®

Senior Vice President, Private Wealth Advisor