Protecting Assets, Making a Difference.  

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IMA Wealth, Inc. is a wholly owned subsidiary of The IMA Financial Group, Inc.



Insurance

Investment Management

IMA Wealth, Inc.

IMA Wealth, Inc.'s headquarters in Wichita, United States

Richard W. Holt

Rachel Long

Lisa Dyer

Justin M. Kittle

The Leadership Team at IMA Wealth, Inc. is responsible for setting the strategic direction, overseeing operations, managing investment portfolios, and ensuring the overall performance and compliance of wealth management and retirement plan services. They bring expertise in investment strategy, portfolio management, and client relations to deliver on the company’s mission of protecting assets and making a difference.

Leadership Team

The Retirement Plan Management Team at IMA Wealth, Inc. oversees and administers retirement plans for clients, ensuring that assets are protected and effectively managed. This involves creating tailored retirement strategies, managing plan compliance, and providing ongoing support to optimize retirement outcomes for plan participants.

Retirement Plan Management Team

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.

IMA Wealth, Inc.

Org chart

Teams

Leadership Team

Retirement Plan Management Team

Client Services Team

Offices

IMA Wealth, Inc.

Org chart

Teams

Leadership Team

Retirement Plan Management Team

Client Services Team

Offices

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