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Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Resident of Chippewa Falls, Wisconsin – Education: Graduate of University of Wisconsin - Stout in Menomonie, WI

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Heather joined Investment Management in May of 2014. She is *Series 7 Securities Registered, *Series 66 Investment Advisor Registered, as well as, Insurance Intermediary licensed in both Wisconsin and Minnesota for life insurance and...

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Debbie has been with Investment Management Associates since October 1997. She has had various administrative duties over the years working at Investment Management Associates with her primary duty of processing paperwork.

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Rhonda joined our team at Investment Management Associates in August of 2012. With previous experience in the financial field, as well as, years of administrative experience she adds many great qualities to our team. She enjoys helping...

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Brenna joined the team as our Client Experience Specialist in July of 2014. She looks forward to ensuring high levels of client satisfaction, as well as, work on implementing our marketing plan. She comes to us with over 18 years of...

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