Your IMA Private Wealth Team

Welcome Matt Rice, Our New Director of Financial Planning

Just in time for Financial Planning Month! We are excited to introduce Matt Rice as the new Director of Financial Planning at IMA Private Wealth. Matt holds a Certified Financial Planner (CFP®) designation and brings over a decade of experience in financial planning and advisory services, having spent the last nine years with TIAA, where he played a key role in developing comprehensive financial strategies. His focus includes asset management, tax-efficient income strategies, life & income protection, and estate planning, all of which align perfectly with the needs of our clients.

Matt holds a Master of Business Administration in Finance and Accounting from Regis University and a Bachelor of Science in Business Administration from Auburn University.

Matt will help advisors build plans for new clients and refine plans for existing ones. His leadership will help us further integrate all aspects of wealth management into a seamless and personalized service for you, ensuring that your financial plan not only grows but evolves as your life evolves. 

Please join us in welcoming Matt to the IMA Private Wealth team. As always, feel free to reach out with any questions or to schedule a time to discuss your financial plans.