Group Picture
Jim Casey President & CEO

Jim Casey
President & CEO

Ross Biesinger Nick Cunnington Financial Advisor Mark Hayek Vice President & Senior Financial Advisor

Ross Biesinger

Vice President and Senior Financial Advisor

Nick Cunnington

Financial Advisor

Mark Hayek

Senior Vice President and Financial Advisor

Marc E. Koven Brandt Kuhn, CFP® Wealth Strategist Shad F. Lamm

Marc Koven

Vice President and Senior Financial Advisor

Brandt Kuhn, CFP®

Senior Vice President and Financial Advisor

Shad F. Lamm

Senior Vice President and Financial Advisor

Reesa Manning Vice President & Senior Financial Advisor Mike McConnell Financial Advisor Espi Padilla Vice President & Senior Financial Advisor

Reesa Manning

Senior Vice President and Financial Advisor

Mike McConnell

Financial Advisor

Espi Padilla

Vice President & Senior Financial Advisor

Clark Penney Christian Risenmay Michele T. Sarna, AWMA® Vice President & Associate Wealth Strategist

Clark Penney

Vice President & Senior Financial Advisor

Christian Risenmay

Vice President and Senior Financial Advisor

Michele T. Sarna, AWMA®

Senior Vice President and Financial Advisor

David Thatcher Mark Thatcher

David Thatcher, CFP®

Vice President and Senior Financial Advisor

Mark Thatcher

Senior Vice President and Financial Advisor

Heather J. Santana Chief Financial Officer John Wong, CIA®, CRMA® Chief Operating Officer and Chief Compliance Officer Eric Mora Senior Vice President and Director of Integration
Heather J. Santana

Chief Financial Officer

John Wong, CIA®, CRMA®

Chief Operating Officer and Chief Compliance Officer

Erik Mora

Senior Vice President and Director of Integration

Erin M. Scott Director of Business Development Calista Vassios Communications Coordinator Lilliana McIntyre Executive Assistant
Erin M. Scott

Director of Business Development

Calista Vassios

Communications Coordinator

Lilliana McIntyre

Executive Assistant

Lisa Beaty TAMARA-bw Paula Hart Client Services Coordinator

Lisa Beaty

Client Service Associate

Tamara Canedo

Client Service Associate

Paula Hart

Client Service Associate

Laurie King Amber M. Lembo Client Services Coordinator Anne Marie Middleton Client Services Coordinator

Laurie King

Client Service Associate

Amber M. Lembo

Client Service Associate

Anne Marie Middleton

Client Service Associate

Penny Salamida Client Services Coordinator Dana J. Sanchez Client Services Coordinator Leticia Teran Client Services Coordinator

Penny Salamida

Client Service Associate

Dana J. Sanchez

Client Service Associate

Leticia Teran

Client Service Associate

Brenda Wallace
Brenda Wallace

Client Service Associate

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov or by contacting John Wong at 866-888-6563 or john@iwmgmt.com. For additional important disclosures please visit our Disclosure Page here.