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
Heather Haines
VP, Wealth Management and Retirement Plan Specialist
IMA Wealth Inc
United States, Kansas, Wichita
About Me
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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