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
715.839.6882
Mitchell Sinz
Wealth Manager
715-839-6882
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...
Stacy Winsand
Wealth Manager
715-839-6882
Stacy joined Investment Management Associates after a 20 year career in education. He holds his Series 7 Securities License, Series 66 Investment Advisory License, Life and Long Term Care License, and Variable Life/Variable Annuity...
Jessica Frank
Office Manager
715-839-6882
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...
Ben Kragness
Financial Advisor
715-839-6882
Izabel Normand
Registered Assistant
715-839-6882
Izabel Steinmetz graduated from the University of Wisconsin – Eau Claire in 2020. After working in the banking industry for almost a year, she decided to join IMA in 2021 as a Client Service Associate. Izabel enjoys traveling,...