Michael Waldman AIF®,
CEBS®

Michael joined IMA Retirement as a retirement plan advisor and IMA as an employee benefits advisor in May of 2016, at which time his prior firm, Waldman Bros, was acquired by IMA. Michael manages many client relationships both in the employee benefits and retirement plan spaces.  Although his client list includes national accounts, his primary focus is in the DFW area. Michael consults with his clients and advises them from the initial steps of reviewing current retirement and employee benefits to implementation and management of those plans.

Michael began his career at a large accounting firm in New York City, as an actuarial consultant. He arrived at Waldman Bros in 2003, focusing on Employee Benefits for large companies. He has spent the past 21 years working with clients to create cost-effective, and forward-thinking solutions to ensure they are able to provide competitive benefits packages to their employees to help attract and retain key talent.

Michael has a Bachelor of Science in Economics with a concentration in Operations and Information Management and Insurance and Risk Management from the Wharton School at the University of Pennsylvania. In 2007, Michael completed the rigorous Certified Employee Benefits Specialist® designation and also holds his AIF designation.  He currently serves on the board of the Greenhill School in Addison, Texas.  Michael enjoys his free time traveling and doing fun things outdoors with his wife and three children.