Your IMA Private Wealth Team


Senior Vice President, Wealth and Retirement Plan Advisor

Samantha is Senior Vice President and Retirement Plan Advisor for IMA Retirement in our Denver location. Samantha is passionate about helping employers design retirement programs that create better outcomes for their employees and is experienced with advising on a variety of retirement programs such as 401(k)s, 403(b)s, and defined benefit Cash Balance plans. In addition, Samantha consults with employers to implement executive benefit programs designed to attract and retain key talent and also creates financial plans for individuals and families. She focuses on customizing multi-generational asset protection plus incorporating insurance planning, estate planning, financial planning, and investment management.