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Financial Advisors in Eau Claire, WI

At IMA of Eau Claire we have a full team of financial advisers with over 170 years experience. We aren't just financial counselors, but also life coaches. We work diligently to help our clients work towards their financial goals. Learn more about our team here, and request your FREE consultation today!

William (Bill) Bowers

President

715.839.1006

715.839.6882

[email protected]

Bill earned a Bachelor’s of Arts degree in Political Science from the University of Minnesota. He started his financial services career with IDS in 1983. In 1989, Bill started Investment Management Associates of Eau Claire, Inc.
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Dale Robl

Wealth Manager

715.839.1006

715.839.6882

[email protected]

Dale strongly believes to provide quality advice about a client's finances requires an individualized approach. Managing investments must include considering a client's tax strategy, risk tolerances and time horizons.

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Mitchell Sinz

Financial Advisor

715-839-1006

715-839-6882

[email protected]

Mitchell has over 7 years of experience in the financial services industry. His primary focus is on financial planning, retirement planning, portfolio design, and investment research. Mitchell graduated from the University of Wisconsin...
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Jessica Frank

Office Manager

715-839-1006

715-839-6882

[email protected]

Jessica Frank joined Investment Management Associates in 2018 as a client service associate upon graduating from the University of Wisconsin – Eau Claire, where she studied Business Management. Jessica assists with servicing our...

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Russell (Russ) Hartsough

Financial Advisor

715.839.1006

715.839.6882

[email protected]

Russ is a native Wisconsinite and an Eau Claire resident for 36 years. Russ has been a financial advisor and investment advisor for 30 years in the Eau Claire area.
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Leon (Lee) McMullen

Financial Advisor

715.839.1006

715.839.6882

[email protected]

Lee graduated in 1977 from UW-Eau Claire with a Bachelor of Business Administration degree after majoring in accounting. He has been a financial advisor with Investment Management Associates of Eau Claire, Inc. since its beginning.
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Randall (Randy) Nelson

Financial Advisor

715.839.1006

715.839.6882

[email protected]

Randy just recently received his Master’s jacket for 25 years with Royal Alliance. Randy has been in the investment services for over 33 years. Over those years, he has helped many people achieve their goals.
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Heidi Skillings

Client Service Associate

715-839-1006

715-839-6882

[email protected]

Heidi has worked in the financial industry for over 8 years. Her primary focus is to make sure that clients feel welcome as soon as they walk through the door and assist with client transactions accurately and in a timely manner. Born...
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