Insurance Advisor - Dallas
Cliff joined IMA Select in 2015 as an insurance advisor with an intentional focus on the needs of successful individuals and families. Cliff works closely with IMA Select’s client advisors to craft personal risk management strategies designed to safeguard the lifestyle and wealth of his clients. Prior to joining IMA Select, Cliff spent 5 years at Willis Private Client and 10 years prior to that at Marsh Private Client holding positions from Account Executive, Sales Professional, Office Head to Regional Growth Leader.
Cliff has been involved with the DFW Financial Planning Association for nearly 15 years. In 2010 he was the recipient of the Chairman’s Award presented to the member who has dedicated their time and has achieved outstanding results to help further the efforts of the FPA. In 2012 Cliff was the President of the DFW chapter of FPA.