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! IMA Eau Claire William (Bill) Bowers President 715.839.1006 715.839.6882 email@example.com 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 firstname.lastname@example.org 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 Wealth Manager 715-839-1006 715-839-6882 email@example.com Mitchell has over 13 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 firstname.lastname@example.org 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 Ben Kragness Financial Advisor 715-839-1006 715-839-6882 email@example.com Ben joined Investment Management Associates after previously working as a Financial Advisor for a large financial services firm. He believes that every client deserves an individualized approach in regard to their financial goals and... Read more Jessica Frank Office Manager 715-839-1006 715-839-6882 firstname.lastname@example.org Jessica Frank graduated from the University of Wisconsin-Eau Claire in 2016 and joined IMA as the Office Manager in 2018. She has over five years of experience in the financial services industry. Read more Izabel Normand Registered Assistant 715-839-1006 715-839-6882 email@example.com Izabel 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. Currently, she is a Registered Assistant. Read more Abbey Lawrence Client Service Associate 715-839-1006 715-839-6882 firstname.lastname@example.org Abbey is a senior at the University of Wisconsin-Eau Claire majoring in Finance. After working in healthcare for two years, her pivot to the business world led her to a Client Service Associate role here at IMA. Her previous six years... Read more Sofia Erickson Client Service Associate 715-839-1006 715-839-6882 email@example.com Sofia is a current senior at the University of Wisconsin-Eau Claire and is obtaining a degree in Business Administration. Sofia joined IMA in 2023 as a Client Service Associate and has over five years of experience in customer service... 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!