Imlay & Holder Wealth
Jeffrey A Imlay
Wealth Management Advisor|CLU®, ChFC®, CLTC®
Professional Background
Jeff has enjoyed a successful career with Northwestern Mutual for over 34 years. He works hard to build intentional relationships with his clients that are based on trust and integrity, always striving to provide them with the same level of ethical service that he would expect for himself. Today, Jeff and his business partner, Mark Holder, manage a comprehensive business by focusing on holistic planning for clients, including both their personal and business needs.
Designations and Certifications
- CLU® - Chartered Life Underwriter: This is the insurance profession's oldest standard of excellence for financial service professionals who incorporate the security of life insurance and risk management into their practice.
- ChFC® - Chartered Financial Consultant: The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, and much more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
- CLTC® - Certification for Long-Term Care: This designation is awarded to financial service professionals who are committed to helping clients understand the importance of planning for long-term care needs for themselves and family members.
- Securities Registrations - Series 6, 7, 63, 66
- Life, Health, Long Term Care, and Variable Licenses
Awards and Recognitions
- Million Dollar Round Table (1995-2022)
- Northwestern Mutual Financial Security Award Top 50, Lives Leader, and Life Impact Award Recipient
- National Quality Award
Group DI Specialist, Long Term Care Specialist
Over the years, Jeff has served as a field director to the home office in the specialty product lines of Group Disability, Individual Disability and Long-Term Care. He has also served on several committees and has been a mentor to new associates as they begin their career.
Personal Story
Jeff and his wife, Becky, have been married over 30 years. They are active members of their Leawood community and are proud parents to three adult children and two grandchildren. Their youngest son lives in the Chicago area and works for a regional medical association as an advanced Bio-Informatics expert. Their daughter works as an attorney for an international health care software firm and lives in Kansas City with her husband and their two young children. Their oldest son also lives in Kansas City and works at a local pharmacy and stays busy being an uncle to his nephew and niece.
Jeff and Becky are supporters of various foundations including St. Luke’s and KU Hospitals as well as local Catholic Charities. Becky is a full-time nurse at a local high school, and she and Jeff both enjoy cooking, traveling and spending time with their family.
Family Photos
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Disability Planning for Physicians & Dentists
Long-Term Care Planning
Education Planning & Funding
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
The Hope Center KC
The Hope Center of Kansas City serves the city's east side with after school programs, family enrichment and community development initiatives.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
