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. Read more 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. Read more 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... Read more 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... Read more 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. Read more 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. Read more 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. Read more 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... Read more To request a meeting fill out the information below, and we will reach out to you shortly! Name Email Question Thank you! Oops!