Imlay & Holder Wealth
Mark A Holder
Wealth Management Advisor|CLU®, ChFC®, CFP®
Get to know my 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.
Jeffrey A Imlay
CLU®, ChFC®, CLTC®
Wealth Management Advisor
Jeff is my strategic partner in providing comprehensive, holistic planning with expertise in:
- Investment strategies
- Wealth management and wealth distribution
- Customized retirement solutions
- Disability income, Long-term care & Business continuation plans
Jeff has over three decades of experience in our industry, and he holds FINRA Series 6, 7, 63 and 66 securities registrations as well as advanced professional designations such as CLU®, ChFC® and CLTC® Professional.
