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Izak Smith ("Zak")

Izak Smith ("Zak")


As CEO, Zak continues to expand the gravitas and impact I. M. Financial has in the lives of their clients, businesses, and communities. With an unwavering commitment to empowering those around him, Zak’s leadership style is combined with a family legacy in finance, education, and science. His passions consist of family, business, finance, health, sports, mindset, human behavior, and continued learning. 

Today, Zak stands as a testament to his ability in cultivating innovation and fostering growth. His mission-driven focus, relentless pursuit of knowledge, and extensive networks continue to strengthen I. M. Financial’s multidisciplinary team in delivering unparalleled value. 

Co-founding I. M. Financial in 2011, Zak continues to develop a culture which champions an "all ships rise” mentality.

I. M. Financial's purpose is to serve as a guiding light in the often bewildering, complex, and saturated worlds of business planning and wealth management. Whether a company aspires to reach unprecedented levels of growth, implement retention strategies, explore exit options, and/or individuals and families are seeking to reach their goals with less risk and more ease, I. M. Financial’s guidance is not just a step towards financial freedom; it's an investment in a brighter, more fulfilling future.

In Zak's words, "Sometimes we find ourselves exerting endless amounts of effort in our business and/or financial affairs. This often indicates the lack of best strategies, direction, systems, and/or the right team to lighten the load. This is precisely what we offer our clients: the vision, expertise, and support to reclaim control in their lives. Ultimately, it's all about how we choose to spend our time. Everyone harbors goals, but it's the alignment of actions within these aspirations that truly matters. Sometimes, all it takes is the correct strategy or perspective to accelerate the journey between your present reality and future goals. Wherever you are and wherever you are going, it’s always important to have the right team around you.”