Director of Client Services
Zach Hildebrand, Director of Client Service, plays a crucial role in shaping the client experience at IMA Retirement. He provides vision and leadership to our client service team while developing and executing our client service deliverables. His underlying goal is to create a world class client experience that maximizes the effectiveness of the retirement program as part of our client’s overall benefits program. Zach and his team assist clients with plan design, fiduciary process, vendor management, and improving employee engagement. Zach maintains strong relationships with his clients by tracking their successes and proactively communicating anything that may impact their employee benefit programs.
Prior to joining IMA Retirement, Zach served as a Retirement Plan Specialist with Northwestern Mutual. He holds a Bachelor of Science in Management with a concentration in Finance from St. John Fisher College School of Business in Rochester, New York. Zach earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019 and the Certified Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning in 2017. He also earned the Certified Financial Planner (CFP®) designation in 2022. Zach holds the State registration Series 65 and the following lines of authority in the state of Colorado: Accident & Health, Life, Variable Life and Annuity Products.