Your IMA Retirement Team


Chief Compliance Officer

Trish Davis serves as Chief Compliance Officer for IMA Wealth, Inc. As CCO, Trish is part of the leadership team contributing to the firm’s vision and strategy. She is responsible for the firm’s compliance program to ensure clients are protected in all aspects including financial, privacy, and cyber security.

Prior to joining IMA Wealth, Inc., Trish served as a Compliance Consultant with Foreside. She brings more than 13 years of experience in the financial services industry in areas including compliance, operations, accounting management and HR. Trish holds the FINRA Series 7 and 24.