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 firstname.lastname@example.org 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@example.com 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 firstname.lastname@example.org 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 Stacy Winsand Wealth Manager 715-839-1006 715-839-6882 email@example.com 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... Read more Jessica Frank Office Manager 715-839-1006 715-839-6882 firstname.lastname@example.org 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 Heidi Skillings Client Service Associate 715-839-1006 715-839-6882 email@example.com 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 Leon (Lee) McMullen Financial Advisor 715.839.1006 715.839.6882 firstname.lastname@example.org 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 To request a meeting fill out the information below, and we will reach out to you shortly! Name Email Address Question Thank you! Oops!