Meet Our Team | IMG Financial Group

Meet The Team

Meet Your Trusted Financial Advisors

With decades of experience behind us, we know exactly how to help clients of different backgrounds, situations, and aspirations reach their goals. We’ve seen it all and are here to use our experience to guide you from where you are now to where you want to be.

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Alison Torres
Dave Rich, CLTC
Alex Stokley
Allen Applebaum
Allen D. Pong CFP®, ChFC, CLU
Andrew Oretsky, JD
Austin Cox, CFP®
Bede Murray
Bobby Baugh, ChFC, CLU
Brent Bohall
Brett Bailey
Caroline Marks
Chris Nardiello
Christie Johnson
Clark Ulrich
Daniel Feiler
Dustin Edwards
Dustin Hunt, CLTC
Emily Starnes
Ginny Paas
Jacqueline Lamb
Jake Smaha
Jeff Applebaum
Jerry Jensen
Jessica Gerlich
Joanne Covarrubias
John Ferguson, Jr. CLU, CFS, LUTCF, AIF
Jonathan Vera, CFP®, CEPA®
Kate Langthorn, CEPA®
Kelly Hooper
Leigh Ishee
Mark Bohn, CFP®, CSSCS®
Matt Webber, CLU, ChFC
McKayla Holmes
Meagan Jehle
Megan Stelter
Mehgan Burger
Natalie Shipp
Nick Baker
Nick Morey
Patrick Dendy
Paul Bailey, CLU
Sarah Rickman
Sterling Storm
Tommy Vicknair, CFP®
Zach Short, CFP®

Houston, TX | San Antonio, TX | Colorado Springs, CO | Layton, UT | Ogden, UT

Allen Applebaum

Chairman, Financial Professional

Jeff Applebaum

President, IMG Financial Group, Inc., Managing Partner

Paul Bailey, CLU

Senior Vice President | Financial Advisor

Brett Bailey

Financial Advisor

Nick Baker

Financial Advisor

Bobby Baugh, ChFC, CLU

Senior Vice President | Financial Advisor

Brent Bohall

Senior Vice President | Wealth Manager

Mark Bohn, CFP®, CSSCS®

Financial Advisor

Mehgan Burger

Client Services Coordinator

Joanne Covarrubias

Chief Operating Officer, San Antonio Office

Austin Cox, CFP^®

Vice President I Financial Advisor I Director of Field Development

Patrick Dendy

Financial Advisor

Dustin Edwards

Financial Advisor

Daniel Feiler

Financial Advisor

John Ferguson, Jr. CLU, CFS, LUTCF, AIF

Wealth Advisor

Jessica Gerlich

Client Services Coordinator

McKayla Holmes

Financial Advisor

Kelly Hooper

Marketing/Onboarding Coordinator

Dustin Hunt, CLTC

Vice President | Financial Advisor

Leigh Ishee

Firm Administrator | Executive Assistant to Jeff Applebaum

Meagan Jehle

Financial Advisor

Jerry Jensen

Financial Representative

Christie Johnson

Client Service Coordinator

Jacqueline Lamb

Client Services Coordinator

Kate Langthorn, CEPA^®

Financial Advisor

Caroline Marks

Wealth Manager

Nick Morey

Financial Advisor

Bede Murray

Client Services Coordinator

Chris Nardiello

Senior Vice President, Financial Advisor

Andrew Oretsky, JD

Compliance Director/OSJ Manager/Financial Advisor

Ginny Paas

Wealth Advisor

Allen D. Pong CFP®, ChFC, CLU

President, IMG Capital Management Group

Dave Rich, CLTC

Financial Representative

Sarah Rickman

Receptionist

Natalie Shipp

Associate Vice President | Wealth Manager

Zach Short, CFP®

Financial Advisor

Jake Smaha

Financial Advisor

Emily Starnes

Financial Advisor

Megan Stelter

Financial Advisor

Sterling Storm

Financial Advisor

Alex Stokley

Client Services Coordinator

Alison Torres

Client Services Coordinator

Clark Ulrich

Financial Advisor

Jonathan Vera, CFP®, CEPA®

Vice President, Financial Advisor

Tommy Vicknair, CFP®

Financial Advisor

Matt Webber, CLU, ChFC

Senior Vice President, Financial Advisor

Who We Work With

We work with individuals at various life stages and situations, providing tailored strategies that offer direction and financial confidence.

Who We Work With

Our Approach

Our approach to financial planning is enriched by fostering lasting relationships and using the combined expertise and teamwork of our dedicated professionals.

Our Approach

Contact Us

Contact us today to discover how our collaborative, holistic approach can empower you with confidence in your financial journey.