About Us
The Approach
To Our Work
We want to reorient how people think about money and the way it can impact their family and the world. Your vision for this impact is what matters most, so we take the time to listen, explore options, and craft strategies that align with your values and goals.
Once your financial plan and investment portfolio are created, we’ll walk alongside you as your guide and advocate, helping you pursue your purpose with enduring peace of mind. Our team loves our work and each other—and we’re honored to serve you.
Generosity
We encourage and model a generous lifestyle with our resources, our time, and our talents.
Integrity
We engage others with respect by saying what we mean and doing what we say.
Excellence
We hold ourselves to the highest standards, seeking continuous improvement and lasting impact.
Relationships
We value a deep understanding of others to foster a meaningful client experience.
About the Team
FOUNDER AND PRINCIPAL
Parker is the Founder and Principal of I.M. Financial. As a practitioner, he works directly with clients to understand their financial, business, and estate planning goals and then designs a tax-efficient strategy to help them reach those goals.
CAREER HISTORY
Prior to starting I.M. Financial, LLC in 2004, Parker was a financial advisor with a wealth management firm in Shreveport, LA.
Parker has also been an integral part in launching the wealth management business of three different CPA firms here in Colorado and Oregon.
Parker earned a BS in Business Administration from the University of Southern Mississippi and is a CERTIFIED FINANCIAL PLANNER™ certificate (CFP®). He holds the Series 7 and Series 66 licenses as well as various insurance licenses.
Parker lives with his wife and three children in Centennial, CO.
ON THE PERSONAL SIDE
Parker spent most of his early life exploring and water skiing the bayous of southeast Louisiana, playing soccer, hunting with his dad, and eating lots of good Cajun food. He brought some of this unique culture with him to Denver and hosts an annual crawfish boil for clients of the firm where he flies in 350lbs. of gulf shrimp and crawfish. It’s an event not to miss!
He also loves to travel with his wife, Kelsi, camp with the family, serve locally, read, play sports, and hunt with friends.
SOMETHING YOU MAY NOT KNOW
After college, Parker spent a year living and working with college students in Pisa, Italy. Although his Italian is a little rusty these days, his time in Italy fueled his love for travel, other cultures, and helping provide direction to college students and young professionals.
WEALTH MANAGEMENT ASSISTANT
Samantha is a Wealth Management Assistant at I.M. Financial. She assists the firm on the operational side of financial planning, account implementation, and management.
CAREER HISTORY
Prior to joining the I.M. Financial team in August of 2020, she worked in financial services and planning for the better part of a decade in the Kansas City and Denver areas.
Sam earned her bachelor’s degree in Finance and Accounting from Millikin University. She currently holds the FINRA Series 7 (held with LPL Financial) and 66 licenses as well as various insurance licenses.
Sam continues to pursue additional licenses and designations to better service the IMF clients and stay current in the financial planning industry.
ON THE PERSONAL SIDE
Sam grew up in the small town of Decatur, Illinois where everyone either has a cornfield or a tornado in their backyard.
She moved to Kansas City, Missouri after graduating college in 2012, and then to Denver in 2016, where her brother and sister also live.
She enjoys all things outdoors; hiking, biking, camping, traveling, live music, and spending time with family and friends.
SOMETHING YOU MAY NOT KNOW
One of Sam’s passions is traveling abroad and learning about other cultures. Sam began traveling overseas when she was 16 years old. So far, she has visited seven cities in five countries and plans to continue traveling for as long as possible.
CLIENT CARE ASSOCIATE
Lianne is a Client Care Associate at I.M. Financial. She serves the firm by coordinating appreciation events and educational opportunities for clients and by acknowledging and celebrating their significant life events.
CAREER HISTORY
Prior to joining I.M. Financial in January of 2024, Lianne worked at our previous firm, I.M. Wealth Care. She also served at various grade levels in education, including teaching and program coordinating roles.
Lianne earned her bachelor’s degree in Mathematical Sciences from Tabor College, and she holds the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation.
ON THE PERSONAL SIDE
Lianne grew up on a wheat farm near Goodland, Kansas. After 10 years in Wichita, she and her husband moved their family to Denver. She loves Colorado’s seasons and has become an avid fly-fisher. She also enjoys running, hiking, snowshoeing, and baking.
Lianne and her husband, Jeff, have 3 adult children, a daughter-in-law, and two grandsons. They travel as much as possible, and they enjoy lingering over a good meal with good friends.
SOMETHING YOU MAY NOT KNOW
Lianne is the ultimate middle child. She is number eight of fifteen siblings, and her growing extended family continues to gather at the farm every year to celebrate Thanksgiving.