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    Here’s our story. We look forward to hearing yours.

    At Imber Wealth Advisors, our sole focus is YOU.


    Jeffrey Imber, Ph.D., RFC. 


    Jeffrey A. Imber first became intrigued by money when, as a child, his father introduced him to the magic of compound interest. In junior high school, he bought his first stock in Chrysler Corporation and watched the company’s value grow, plummet, then rebound after the government bailed out Chrysler.        

    Through these early experiences, Jeffrey learned the importance of saving and investing. As a longtime business owner, Jeffrey knows what it means to create wealth and provide security for his family, without an employer-provided pension. As president of Imber Wealth Advisors, he’s helping others with varying financial resources do the same.

    Jeffrey excels at truly listening to his clients and building a relationship of trust. Earlier in his career, as a psychologist, Jeff saw first-hand how money issues created problems in people’s lives, including those who were in or transitioning into retirement. He decided that he wanted to specialize in an area where he could help people solve their financial challenges and develop strategic plans to help them enjoy their retirement years. Then, and now as a financial advisor, he has been his clients’ trusted professional. He is a member of the National Ethics Association and maintains the fiduciary standard of putting clients’ best interests first and foremost.   

    For more than a decade, Jeffrey has helped shepard his clients into and through retirement, by giving them a specific plan of action. Using a client-centered approach, he creates dynamic financial plans that are wisdom-based and built upon each family’s personal goals, values, needs and resources. He has helped them to achieve financial confidence in their retirement along with a lifetime of income.  In addition, he and his team of associates integrate tax and estate planning* to shape the complete Imber Wealth Advisors approach.

    In his spare time, Jeffrey enjoys cooking, traveling, spending time with family and friends, and is very involved at Dexter United Methodist Church. He also likes to golf, a passion that led him to work with the Michigan State University’s men’s golf program as the Mental Game Skills Consultant.The team achieved two Big Ten Championships during his tenure.

    Jeffrey is a Registered Financial Consultant, and is dually licensed as an Investment Advisor Representative (Series 65 - Uniform Registered Investment Adviser Law Exam) and an Insurance professional. Marilyn, his wife of over 25 years, has recently retired from the firm. She has been able to take on the full time role as a grandmother to her two youngest grandchildren, Joslyn and Mia. Jeffrey and Marilyn have three adult children: David, a U.S. Army Airborne Ranger and Army Captain who has served our country in Iraq; Jonathan, a licensed insurance professional who works side by side with his father every day; and Lindsey, an accomplished chef and nutritional scientist.  
     


    Jonathan Imber, RFC.  
    Financial Planner
    jon@imberwealth.com 

    On a day-to-day basis, Jon dives into case preparation and focuses on holistic retirement planning with the Imber Wealth Advisors team. "Our mission is to ensure that your current financial situation is in line with your goals, objectives, and priorities. We work to develop a comprehensive and cohesive plan that will allow you to achieve those goals and objectives, allowing you to worry less about your money and more about your life."  When asked what Jon enjoys most about his job he had the following to share, "Over the past 16 years, I've seen how my father's work has impacted the lives of his clients, and I was inspired follow in his footsteps. It's a privilege to come to work each day and work side by side with my dad, knowing the recommendations we put in front of our clients have such a profound impact on their well-being and the families they care for."

    Jon, a member of the Financial Planning Association, is a Registered Financial Consultant (RFC). He is currently enrolled in the Certified Financial Planner (CFP) program through the College for Financial Planning. Jon holds his licenses in both Insurance and securities, holding his Series 65 License (Uniform Investment Adviser Law Examination).  
     
    Jon earned his Bachelor’s Degree in Marketing and Business Administration from Northwood University. His passion for travel led him out west, where he lived in the Sierra, Nevada and Rocky Mountains. His interests include travel, golf, hockey and boating. In the winter months, he plays hockey locally in Ann Arbor and during the summer months he participates in a local golf league. He spends the rest of his free time with his wife Jillian, daugther Joslyn, and their dog Sierra. 




    Mary Beth Cota   
    Client Service Specialist 
    Licensed Insurance Aget
    marybeth@imberwealth.com

    Mary Beth has over 10 years’ professional experience in the employee benefits and individual life and disability field. She is a licensed life and health producer with the State of Michigan. Prior to financial services and the insurance industry, Mary Beth enjoyed 20 years as a C-level Executive Assistant with Penske Corporation and Ford Motor Company. 

    Mary Beth specializes in assisting with all of our new business processes and communications. She works side by side with Jeffrey and Jon during our onboarding process and keeps in contact with you throughout this entire process. Mary Beth also the head of our Life and Long-Term Care Department. 

    In her free time, Mary Beth enjoys roller blading, softball and is an avid reader.

     

    Brittany Evans   
    Director of Marketing & Client Relations
    brittany@imberwealth.com

    Brittany is responsible for making sure everyone who walks through our door feels at home. She is your main point of contact for our office - be it a service request or just a general question about our firm. Brittany is in charge of putting together all our client events held throughout the year, ensuring that all of our clients needs are taken care of, and so much more. She also assists in the preparation for client meetings.
     
    Brittany received her Bachelor’s degree in Psychology from Eastern Michigan University. She has been in the financial industry for over 6 years. She and her husband, Aaron, recently became new home owners, along with their cats and dog. In her free time Brittany enjoys spending time with family, running and enjoying the outdoors with her dog, Mack.




    Sierra Imber    
    Client Relationship Specialist
    office@imberwealth.com
    Sierra is responsible for making sure each and every guest feels at home in our office. She will greet you with a warm, fuzzy smile when you walk through our doors. Sierra joined our team in October of 2015, just one week after being brought  home by Jon and Jillian. Our client family welcomed her with open arms and look forward to visiting with her each time they come into our office. Sierra strives to make sure our families are well taken care of. 




    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at office@imberwealth.com or call us at (734) 769-1719 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.





    We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 'Your Retirement Income Planning Checklist' is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Investment Advisory Services are provided through: Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Imber Wealth at (734) 769-1719, or office@imberwealth.com.