CoverProfile

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

View more

Profile Information

VP, Wealth Management and Retirement Plan Specialist

IMA Wealth Inc

Investment Team

Investor

Insurance

Wichita

Kansas

United States

Jul 31, 2024

More profiles to browse

RH
Richard Holt
Senior Vice President - Portfolio Manager
Profile Photo
Allison Wright
Vice President and Retirement Plan Manager
BH
Brian Heinke
Senior Vice President & Retirement Plan Advisor
SJ
Samantha Jenkins
Senior Vice President and Executive Benefits / Retirement Plan Specialist

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation