Member Profiles

Member Profiles

IMCA members share their personal and professional experiences and explain why earning an IMCA certification is a difference maker in their career.

Kelly Walsh, CIMA®
National Director, Advisor Coaching
Credential Financial
Vancouver, Canada

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Kevin M. Sánchez, CIMA®, CPWA®, CFP®
Senior Institutional Consultant
UBS Institutional Consulting
Walnut Creek, California

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Helen Modly, CPWA®, ChFC, CFP®
Executive Vice President, Focus Wealth Management, Ltd., Middleburg, Virginia

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Mike Johnson, CPWA®, CFP®
Partner, Plante Moran Financial Advisors
Chicago, Illinois

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Peg Moore, CPWA®, CFP®, CRC®
Managing Director – Investments, Accredited Domestic Partnership AdvisorSM
Stutzmann - Moore Wealth Management Group of Wells Fargo Advisors, LLC,


Jim Pupillo, CIMA®
Managing Director, Partner, HighTower, Scottsdale, Arizona

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