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Heather Haines

VP, Wealth Management and Retirement Plan Specialist

IMA Wealth Inc

United States, Kansas, Wichita

About Me

Heather Haines is Vice President, Wealth Management and Retirement Plan Specialist for IMA Wealth, Inc. in our Wichita office. Her professional career is focused in the specialized area of retirement plan services with experience in both the wholesale and retail sides of the industry. Her background includes plan design consultation, plan provider due diligence, investment and plan reviews, Form 5500 filing, compliance testing, client relationship management, and employee education. She earned a Bachelor of Science in Business Administration from Wichita State University. She earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019 and the Certified Retirement P

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Profile Information

VP, Wealth Management and Retirement Plan Specialist

IMA Wealth Inc

Investment Team

Investor

Insurance

Wichita

Kansas

United States

Jul 31, 2024

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