In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.
Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.
This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.
Corporate Headquarters - Advisors
Paul Bailey, CLU, Senior Vice President
Brent Bohall, Vice President
Austin Cox, CFP®
Dustin Hunt, CLTC, Associate Vice President
Jordan Lally, CFP®
F. John Millette, CLU, ChFC
Chris Nardiello, Senior Vice President
Jonathan Vera, CFP®
Matt Webber, CLU, Vice President
Corporate Headquarters - Executives
Jeff Applebaum, President, IMG Financial Group, Inc.
Allen Applebaum, Chairman
Laurie Nicolai, President, IMG Benefits Group LLC
Allen D. Pong CFP®, ChFC, CLU, President, IMG Capital Management Group
Andrew Oretsky, Director of Compliance
Nicholas Prangner, CFP®, Director of Financial Planning
Corporate Headquarters - Staff
Barbara Bollinger, Comptroller & Senior Executive Assistant to Allen Applebaum
Jennifer Froehlich, Client Services Specialist
Vanessa Hunter, IMG Benefits Group, LLC
Leigh Ishee, Firm Administrator & Executive Assistant to Jeff Applebaum
Bede Murray, Business Coordinator
Alex Pierson, Client Services Specialist
Kim Roberts, Assistant to Allen Pong
Lynda Roberts, IMG Benefits Group, LLC
Genesis Veitia, Reception