Group Picture
Jim Casey President & CEO

Jim Casey
President & CEO

Mark Hayek Vice President & Senior Financial Advisor

Mark Hayek
Vice President & Senior Financial Advisor

Reesa Manning Vice President & Senior Financial Advisor

Reesa Manning
Vice President & Senior Financial Advisor

Brandt Kuhn, CFP® Wealth Strategist

Brandt Kuhn, CFP®
Vice President & Wealth Strategist

Michele T. Sarna, AWMA® Vice President & Associate Wealth Strategist

Michele T. Sarna, AWMA®
Vice President & Associate Wealth Strategist

Sasha Meshkov,CFP®, CRPC®, CRPS® Senior Financial Advisor

Sasha Meshkov,CFP®, CRPC®, CRPS®
Senior Financial Advisor

Nick Cunnington Financial Advisor

Nick Cunnington
Financial Advisor

Mike McConnell Financial Advisor

Mike McConnell
Financial Advisor

Espi Padilla Vice President & Senior Financial Advisor

Espi Padilla
Vice President & Senior Financial Advisor

Heather J. Santana Chief Financial Officer

Heather J. Santana
Chief Financial Officer

John Wong, CIA®, CRMA® Chief Operating Officer and Chief Compliance Officer

John Wong, CIA®, CRMA®
Chief Operating Officer and Chief Compliance Officer

Erin M. Scott Director of Business Development

Erin M. Scott
Director of Business Development

Calista Vassios Communications Coordinator

Calista Vassios
Communications Coordinator

Lilliana McIntyre Executive Assistant

Lilliana McIntyre
Executive Assistant

Dana J. Sanchez Client Services Coordinator

Dana J. Sanchez
Client Service Associate

Amber M. Lembo Client Services Coordinator

Amber M. Lembo
Client Service Associate

Anne Marie Middleton Client Services Coordinator

Anne Marie Middleton
Client Service Associate

Paula Hart Client Services Coordinator

Paula Hart
Client Service Associate

Penny Salamida Client Services Coordinator

Penny Salamida
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.