Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Marc Smith

CEO

Marc strives to raise the bar for top-notch financial advisors. His plan designs go above and beyond helping to improve clients’ financial futures as he makes certain his clients have...

As President of I. M. Financial, Izak, also known as Zak, has escalated I. M. Financial to new heights. His mission to educate individuals, families and business owners on the truths and myths of the financial world is an ongoing...

Michael Salvatore

General Agent

Before joining the team, Mike left his mark at Morgan Stanley, Schonfeld Securities and New England Financial. His diverse background with these different institutions has given Mike the experience, skills, and knowledge to lead a...

Tom Bauman

Director of Investments

Tom’s responsibilities include all areas of investment policy and design. In 2012, Tom was awarded the prestigious Five Star Wealth Managers Award for his quality in strategy and service. Tom’s hands-on approach keeps all...

Amanda Fidlow

Director of Administration & Executive Assistant

Amanda is the backbone of I. M. Financial. Keeping the team on the same page while maintaining organization and structure, she simply does it all. Leading multiple team projects, Amanda goes above and beyond to ensure all tasks run...

Nikki Potts

Director of Marketing

Nikki is overflowing with creativity and adaptability skills. Consistently reaching the designated audience with clarity and purpose, she is a wonderful addition to the team. Nikki keeps I. M. Financial up-to-date with the latest...

Harry Smith

Business Consultant & Tax Specialist

Over the past 40+ years, Harry has surrounded himself with business owners. While his accounting firm grew, so did his comprehension on how to build a prosperous company. Understanding that taxes are one of the most eroding factors to...

Scott Alters

Advanced Planning Division

Scott leads the Advanced Planning Division with his 30+ years of experience in the financial arena. Having “seen it all”, Scott has the ability of successfully planning in some of the most complicated scenarios. Many know...

Mark Schleifman

Life Insurance Underwriting Consultant

When it comes to preserving generational wealth and garnering confidence to thriving families, Mark Schleifman is the best in the business. Mark makes certain the appropriate protection is obtainable and received. Discovering possible...

Nicholas Limongelli

Disability Benefits Specialist

Nick is our Disability Insurance & Benefits Specialist. He specializes in individual and group coverage. Helping to make certain that our clients can actually receive their well-deserved benefits,...

Steven Herzberg

Agency Control Officer

Steven works closely with the firm in an effort to ensure our employees and financial professionals conduct their business in an ethical manner, compliant with the many FINRA and SEC regulations that apply to the financial industry.