Financial Advisors in Eau Claire, WI

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.

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 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 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...

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,...