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.

 

Our Team

Jeff Applebaum - Web Version - 1b
President, IMG Financial Group, Inc.

After graduating from Columbia College with a Bachelor of Arts degree in 1993, Jeff began his career at IMG Financial...

Senior Vice President | Financial Advisor

Upon graduation from the University of Texas at Austin in 1984, Paul has built relationships with families and business...

Nicholas Baker
Financial Advisor

Nicholas Baker joined IMG Financial Group, Inc. in 2016.  He graduated with a Bachelor of Science degree from Texas A&M...

Brent Bohall
Senior Vice President | Financial Advisor

Brent joined IMG Financial Group after graduating from Texas A&M University in 2004 with a degree in Finance and...

Mehgan Burger - Web Version - 1b
Financial Paraplanner

Background:

Mehgan Burger graduated from the University of Arkansas earning a Finance B.S.B.A. degree with a...

Austin Cox
Vice President I Financial Advisor I Director of Field Development

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Background:

Austin Cox joined IMG Financial Group, Inc. in 2008 after graduating from Texas A&M University...

Patrick Dendy
Financial Advisor

Patrick became a Financial Advisor with IMG Financial Group after a successful NFL career with the Green Bay Packers and...

Dustin Edwards
Financial Advisor

Dustin graduated from Texas State University in 2011 with a Bachelor’s degree in Finance and Accounting. While at Texas...

Daniel Feiler
Financial Advisor

 

Daniel Feiler joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor’s degree in International...

Client Services Coordinator

Jessica Gerlich was born and raised in Katy, Texas. She graduated from Sam Houston State University with a degree in...

Marketing/Onboarding Coordinator

Kelly Hooper joined IMG in 2022 and serves as the Marketing and Onboarding Coordinator.  

With over 10 years of...

Dustin Hunt
Vice President | Financial Advisor

Dustin Hunt began his career with IMG Financial Group, Inc. in 2004, after graduating from Texas A&M University.

Dust...

Leigh Ishee - Web Version - 1b
Firm Administrator | Executive Assistant to Jeff Applebaum
Client Service Coordinator

With four years in education and eight years in service, Christie is committed to serving through authentic...

Jordan Lally
Financial Advisor

Jordan joined IMG in 2008 after graduating from The University of Texas at Austin. He went on to attend Rice University...

Kate Langthorn - Web Version - 1b
Financial Advisor

Kate specializes in assisting business owners, professionals and families with the accumulation and preservation of...

Trenton Leffingwell
Financial Advisor

Trenton Leffingwell, originally from New Braunfels, Texas, is a financial advisor with IMG Financial Group in San...

Financial Advisor

Tom Moore is a former Professional Golfer who played on the PGA Tour Canada and PGA Tour Latin America, as well as...

Nick Morey
Financial Advisor

Nick Morey is a financial advisor with IMG Financial Group in San Antonio, Texas. Nick originally hails from Ohio but...

Chris Nardiello
Senior Vice President | Financial Advisor | Managing Director

Chris joined IMG Financial Group, Inc. in July 1997 upon graduating from Texas A&M University with a BBA in Finance...

Andy Oretsky - Web Version - 1b
Compliance Director

Andy was an attorney for over 25 years and the managing partner of a downtown litigation firm. As a result, he brings a...

Allen Pong - Web Version - 1b
President, IMG Capital Management Group

With over 40 years of experience in the financial services industry, Allen’s primary focus has been to help people...

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New Business Processing

Kim Roberts is a registered representative of Cetera Advisor Networks LLC.

 
Natalie Shipp
Financial Advisor

Natalie graduated from Auburn University in 2010 with a Bachelor’s degree in Finance and Accounting and continued her...

Zach Short
Financial Advisor

Background: Zach graduated from Saint Louis University in St. Louis, Missouri with a degree in Finance and Sports...

Emily Starnes
Financial Advisor

Background:

Emily Starnes attended Texas A&M University where she studied Business with concentrations in...

Sterling Storm
Financial Advisor

Background: Sterling graduated from Texas A&M University in 2020 with a degree in Finance. While studying at the Mays...

Alison Torres
Client Services Coordinator

Alison graduated from Stephen F. Austin State University with a Master’s Degree in Professional Accountancy. She was...

Jonathan Vera
Associate Vice President, Financial Advisor

Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University...

Tommy Vicknair
Financial Advisor

Background:

Tommy J. Vicknair II holds a bachelor’s degree from Texas A&M University, where he studied Finance and...

Matt Webber
Senior Vice President | Financial Advisor

Matt began his Financial Services career at IMG Financial Group after graduating from Rice University in May 2002, with...