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INVESTMENT MANAGEMENT CONSULTANTS

EIN: 84-1009166Greenwood Village, COZIP: 80111
501(c)(6)

Mission

TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.

Financials

YearRevenueExpensesAssets
2024$18.7M$0$29.7M
2023$16.6M$0$29.8M

Compensation

2024

SEAN WALTERS
CEO
chief executive officer
$487,077
$50,000
$25,000
$708,147
ANGELA LUTTERMAN
Cfo/coo
officer (unspecified)
$131,638
$76,458
$59,601
$323,693
ROSS RISKIN
Clo
key employee
$238,377
$2,607
$0
$291,701
JOHN WHITHAM
COO
chief operating officer
$201,374
$1,800
$0
$232,996
APRIL FERRELL
Dir. of Sales & Exec. Dir. Fdtn
highest compensated employee
$193,620
$9,510
$0
$232,852
ROBERT FRANKEL
Dir. of Certif. & Gen. Counsel
highest compensated employee
$134,356
$7,625
$12,338
$197,068
SANDRA GARCIA
CFO
chief financial officer
$134,591
$27,834
$0
$184,220
MICHAEL KURZ
Director Certification Programs
highest compensated employee
$139,256
$9,178
$0
$163,205
COURTNEY SCHUBERT
Dir. Marketing & Membership
highest compensated employee
$140,065
$4,274
$0
$162,752
HANNAH WALDEN
Director Education Operation
highest compensated employee
$132,704
$4,017
$0
$160,887
DOROTHY BOSSUNG
Past-chair
officer (unspecified)
$0
$0
$0
$0
WILLIAM WALDERT
Director
board member
$0
$0
$0
$0
CHRISTINE GAZE
Chair
board chair
$0
$0
$0
$0
ROGER MUSSA
Director
board member
$0
$0
$0
$0
LAURIS LAMBERGS
Vice Chair, Finance
board vice chair
$0
$0
$0
$0
CHRIS BIDWELL
Director
board member
$0
$0
$0
$0
DESIREE MALDONADO
Director
board member
$0
$0
$0
$0
LIBET ANDERSON
Vice Chair, Standards
board vice chair
$0
$0
$0
$0
NOEL PACARRO BROWN
Vice Chair, Prof. Development
board vice chair
$0
$0
$0
$0
MOE ALLAIN
Director
board member
$0
$0
$0
$0
HATEM ZARROUK
Director
board member
$0
$0
$0
$0
ANUJ GUPTA
Director
board member
$0
$0
$0
$0
DOUG HANSON
Director
board member
$0
$0
$0
$0

2023

SEAN WALTERS
CEO/Executive Director
director (operational)
$500,000
$50,000
$0
$685,157
ANGELA LUTTERMAN
CFO
chief financial officer
$262,650
$52,350
$11,769
$383,336
TIMOTHY WHITING
Chief Revenue Officer
key employee
$239,583
$0
$53,412
$347,095
ROSS RISKIN
Chief Learning Officer
key employee
$234,000
$23,295
$0
$304,416
JOHN WHITHAM
COO
chief operating officer
$151,954
$21,046
$0
$205,795
ROBERT FRANKEL
General Counsel
highest compensated employee
$132,226
$10,289
$11,608
$194,762
LARA DAVIES
Director of Sales Operations
chief operating officer
$100,000
$62,336
$0
$187,874
MICHAEL MASTEY
Director of Sales
highest compensated employee
$150,000
$14,448
$0
$182,441
MICHAEL KURZ
Director of Programs
highest compensated employee
$135,200
$22,908
$0
$174,972
ALLISON EDMONDSON
Director of Communications
director (operational)
$140,000
$5,600
$0
$169,723
SCOTT WELCH
Vice Chair, Standards
board vice chair
$0
$0
$0
$0
BRIAN KONISH
Director
board member
$0
$0
$0
$0
LAURIS LAMBERGS
Director
board member
$0
$0
$0
$0
CHRIS BIDWELL
Director
board member
$0
$0
$0
$0
DEIDRE WALTZ
Director
board member
$0
$0
$0
$0
NOEL PACARRO BROWN
Director
board member
$0
$0
$0
$0
LIBET ANDERSON
Vice Chair, Finance
board vice chair
$0
$0
$0
$0
DOROTHY BOSSUNG
Chair
board chair
$0
$0
$0
$0
TODD WAGENBERG
Past Chair
board chair
$0
$0
$0
$0
CHRISTINE GAZE
Vice Chair, Professional Development
board vice chair
$0
$0
$0
$0
DESIREE MALDONADO
Director
board member
$0
$0
$0
$0
HATEM ZARROUK
Director
board member
$0
$0
$0
$0
DOUG HANSON
Director
board member
$0
$0
$0
$0

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Learn more

Data from IRS Form 990 filings (2023-2024).