Your IMA Retirement Team

WE WORK TOGETHER FOR YOU

The human element is the most important piece of a successful financial strategy. IMA Retirement is here to understand first and advise second, to tailor solutions to opportunities – we are about people not products.

Rob Goldman
President, IMA Retirement

ROB GOLDMAN

President, IMA Retirement

John Alvarez

Retirement Plan Advisor

LISA DYER

Senior Vice President, Director of Operations

HEATHER HAINES, AIF®, CRPS®

Vice President, Wealth and Retirement Plan Advisor

BRIAN HEINKE, AIF®

Senior Vice President, Retirement Plan Advisor

ZACH HILDEBRAND, AIF®, CRPS®, CFP®

Director of Client Services

SAMANTHA JENKINS, CFP®, AIF®, CLU®

Senior Vice President, Wealth and Retirement Plan Advisor

KIRBY LAWSON, AIF®, CRPS®

Retirement Plan Manager

Mitchell Morris

Operations Support Analyst

Andrew Skaff

Retirement Plan Manager

BEN STEIN, CPFA®, AIF®

Retirement Plan Manager

MICHAEL WALDMAN, AIF®, CEBS®

Retirement Plan Advisor

ALLISON WRIGHT, CFP®, AIF®, CHSA

Vice President, Retirement Plan Manager