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IMA Wealth, Inc. is an RIA registered with the SEC and an insurance agency. This site is not a solicitation or offer to sell investment services except in states where we are registered or where an exemption or exclusion from such registration exists. No investment strategy, such as diversification or asset allocation, can guarantee a profit or protect against loss. Past performance is no indication of future results. 
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IMA Wealth, Inc. is a wholly owned subsidiary of The IMA Financial Group, Inc.



Insurance

Investment Management

IMA Wealth, Inc.

Richard W. Holt

Justin Kittle Cfa®

Heather Haines

Zach Hildebrand

Justin M. Kittle

Allison Wright

Lisa Dyer

The Client Services Team at IMA Wealth, Inc. is dedicated to managing and enhancing client relationships by addressing inquiries, resolving issues, and providing personalized support. Team members ensure client satisfaction and retention by delivering tailored investment strategies, coordinating with other departments, and ensuring compliance with regulatory requirements.

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Leadership Team

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Client Services Team

About

Team members

Other teams at IMA Wealth, Inc.

Leadership Team

Retirement Plan Management Team

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