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
As an award-winning investment strategist, Marc has raised the standard for top-notch financial advisors. Marc’s masterful plan designs go above and beyond improving clients’ financial futures as he makes certain his...
Izak Smith
President
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...
Steven Ferrara
General Agent
In 1974, Steve qualified for the Million Dollar Round Table (MDRT) in his first year as a financial professional. Due to his continued success, Steve took over the leadership role at Northeast Planning Corporation in 1989 and...
Michael Salvatore
Director of Agency Growth & Development
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...
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...
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...
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...
John Gerard
Disability Benefits
John is our Disability Insurance & Benefits Specialist. His expertise in individual coverage, as well as group coverage, is leaps above the competition. Making certain that our clients can actually receive their well-deserved benefits,...
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...
Robert DelGaudio
Agency Control Officer
Although he is typically “behind the scenes”, I. M. Financial could not be the company it is today without the meticulous work of Robert DelGaudio. Robert makes certain the company and its employees are up-to-date with all...
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...
Gloria Smith
Director of Administration & Executive Assistant
Gloria 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, Gloria goes above and beyond to ensure all tasks run...