Overview
Sean Spencer is a Wealth Management Specialist and Portfolio Manager for IMA Wealth, Inc. in our Wichita office. He consults with his clients on financial planning situations, provides education, thoughtful leadership, and is member of the Investment Policy Committee.
Sean brings more than ten years of experience in the financial services industry including financial and credit analysis, new business development and portfolio management. He most recently served as Portfolio Manager and Analyst with Intrust Wealth Management. Sean earned a Bachelor of Science degree in Chemical Business from Wichita State University and holds the FINRA Series 6 and 7, and the State registrations 63 and 65. Sean holds the following lines of authority in the state of Kansas: Health, Life and Variable Contracts.