Protecting Assets, Making a Difference.  

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 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

Retirement Plan Management Team

Client Services Team

Leadership Team

About

Team members

Other teams at IMA Wealth, Inc.

Retirement Plan Management Team

Client Services Team