Our Team

Your IMA Private Client Team

The human element is the most important piece of a successful financial strategy. IMA Private Client is here to understand first and advise second, to tailor solutions to opportunities.

Leadership

Sandy
Harvath President | IMA Select

Josh
Tucker Vice President, Director, Personal Lines | IMA Private Client

Chandra
Hagaman Vice President, Director Client Service and Integration Operations | IMA Private Client

Team Leads

Shelly
Floyd Private Client Advisor, Team Lead, Personal Lines | IMA Private Client

Dan
Rizzo Private Client Advisor, Team Lead, Personal Lines | IMA Private Client

Paula
Martin Private Client Advisor, Team Lead, Personal Lines | IMA Private Client

Erica
Hinckley Private Client Advisor, Team Lead, Personal Lines | IMA Private Client

Jennifer
Weaver Private Client Advisor Team, Lead, Personal Lines | IMA Private Client

Jana
Auchterlonie Private Client Advisor, Team Lead, Personal Lines | IMA Private Client

Placement Team Manager

Caicey
Oliphant Placement Team Manager | IMA Private Client