Broker Check

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.

Allen Applebaum

Allen Applebaum

Chairman, Financial Professional

Jeff Applebaum

Jeff Applebaum

President, IMG Financial Group, Inc., Managing Partner

Minush Azary

Minush Azary

Receptionist

Paul Bailey

Paul Bailey, CLU

Senior Vice President | Financial Advisor

Brett Bailey

Brett Bailey

Financial Advisor

Nick Baker

Nick Baker

Financial Advisor

Bobby Baugh

Bobby Baugh, ChFC, CLU

Senior Vice President | Financial Advisor

Brent Bohall

Brent Bohall

Senior Vice President | Financial Advisor

Mehgan Burger

Mehgan Burger

Client Services Coordinator

Joanne Covarrubias

Joanne Covarrubias

Chief Operating Officer, San Antonio Office

Austin Cox

Austin Cox, CFP®

Vice President I Financial Advisor I Director of Field Development

Patrick Dendy

Patrick Dendy

Financial Advisor

Dustin Edwards

Dustin Edwards

Financial Advisor

Daniel Feiler

Daniel Feiler

Financial Advisor

Jessica Gerlich

Jessica Gerlich

Client Services Coordinator

Kelly Hooper

Kelly Hooper

Marketing/Onboarding Coordinator

Dustin Hunt

Dustin Hunt, CLTC

Vice President | Financial Advisor

Leigh Ishee

Leigh Ishee

Firm Administrator | Executive Assistant to Jeff Applebaum

Jerry Jensen

Financial Representative

Christie Johnson

Christie Johnson

Client Service Coordinator

Trenton Leffingwell

Trenton Leffingwell

Financial Advisor

Tom Moore

Tom Moore

Financial Advisor

Nick Morey

Nick Morey

Financial Advisor

Bede Murray

Bede Murray

Client Services Coordinator

Chris Nardiello

Chris Nardiello

Senior Vice President, Financial Advisor, Managing Director

Andrew Oretsky, JD

Andrew Oretsky, JD

Compliance Director/OSJ Manager/Financial Advisor

Ginny Paas

Ginny Paas

Wealth Advisor

Allen D. Pong

Allen D. Pong CFP®, ChFC, CLU

President, IMG Capital Management Group

 Dave Rich

Dave Rich, CLTC

Financial Representative

Kim Roberts

Kim Roberts

New Business Processing

Natalie Shipp

Natalie Shipp

Financial Advisor

Zach Short

Zach Short, CFP®

Financial Advisor

Emily Starnes

Emily Starnes

Financial Advisor

Sterling Storm

Sterling Storm

Financial Advisor

Alex Stokley

Alex Stokley

Client Services Coordinator

 Alison  Torres

Alison Torres

Client Services Coordinator

Clark Ulrich

Clark Ulrich

Financial Advisor

Jonathan Vera

 Jonathan Vera, CFP®, CEPA®

Vice President, Financial Advisor

Tommy Vicknair

Tommy Vicknair, CFP®

Financial Advisor

Matt Webber

Matt Webber, CLU, ChFC

Senior Vice President, Financial Advisor

Travis Zimmerman

Travis Zimmerman

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.

Contact Us Today