Imlay & Holder Wealth
Jeffrey A Imlay
Wealth Management Advisor|CLU®, ChFC®, CLTC®
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Mark A Holder
CLU®, ChFC®, CFP®
Wealth Management Advisor
Mark is my strategic partner in providing comprehensive, holistic planning with expertise in:
- Optimizing investment strategies
- Wealth management and wealth distribution
- Customized retirement solutions
- Income and lifestyle protection
Mark has over 20 years of experience in our industry, and he holds FINRA series 6, 65, 63 and 7 securities registrations as well as advanced designations such as CFP® , CLU® and ChFC®.
Andrea Long
RICP®
Director of Investments and Planning
Andrea (Andie) can assist you with:
- Accumulation, Distribution, and Tax Efficient Strategies
- Portfolio Analysis (Risk assessment, hypotheticals, diversification)
- Investment Account Services (Trading, asset movement, maintenance)
Andrea is a Retirement Income Certified Professional®, which is the nation's leading credential for building integrated and comprehensive retirement income plans.
As a FINRA registered representative, Andrea holds both a Series 7 & Series 63. She also holds a Life and Health license and three Associate Degrees. Her responsibilities include overseeing, designing, and implementing investment related activities and strategies.
Andrea is an avid Chiefs fan and enjoys spending her free time with family, friends, and her dog, Izzi.
Lisa C Browning
Marketing and Client Relations Manager
Lisa can assist you with:
- Scheduling an appointment
- Insurance policy services
Lisa is our Marketing and Client Relations Manager. She assists my practice in the areas of policy owner service, marketing, client appreciation and scheduling. She brings a strong commitment to customer care and currently coordinates my client appointments.
Lisa is a graduate of the University of Kansas with a Bachelor of Arts in Communication Studies. She holds her Life and Health Insurance license in the states of Kansas and Missouri. Lisa and her husband, Chris, live in Overland Park and have three grown children.
Kathy Lisbon
Director of Client Relations
Kathy can assist you with:
- Account updates and transactions
- Insurance applications and policy maintenance
- Scheduling an appointment
As the Director of Client Relations, Kathy guides clients through the application process, online account set-up, as well as policy and investment services.
Kathy enjoys spending her free time with her family, 6 beautiful grandchildren and her two Maltese dogs. Kathy is from the surrounding KC area and resides in Prairie Village.