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Helping You

manage the changing face of life

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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  2. Our Team

Our Team

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Corporate Headquarters - Executives

Jeff Applebaum

Jeff Applebaum

President

Allen Applebaum

Allen Applebaum

Chairman

Allen Pong

Allen D. Pong CFP®, ChFC, CLU

IMG Capital Managment Group

Andrew Orestsky

Andrew Oretsky

Compliance Director


Corporate Headquarters - Advisors

Paul Bailey, CLU

Senior Vice President

Nicholas Baker

Nick Baker

Financial Advisor

Brent Bohall

Brent Bohall

Senior Vice President

Shane Canup

Shane Canup

Financial Advisor

Austin Cox

Austin Cox, CFP®

Vice President

Patrick Dendy

Financial Advisor

Dustin Edwards

Dustin Edwards

Financial Advisor

Daniel Feiler

Financial Advisor

Dustin Hunt

Dustin Hunt, CLTC

Vice President

Jordan Lally

Jordan Lally, CFP®

Financial Advisor

Kate Langthorn

Kate Langthorn, CEPA® 

Associate Vice President

Chris Nardiello

Chris Nardiello

Senior Vice President & Managing Director

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Natalie Shipp

Financial Advisor

Zach Short

Zach Short

Financial Advisor

Emily Starnes

Emily Starnes

Financial Advisor

Sterling Storm

Sterling Storm

Financial Advisor

Jonathon Vera

Jonathan Vera, CFP®, CEPA®

Vice President

Tommy Vicknair

Tommy Vicknair

Financial Advisor

Matt Webber

Matt Webber, CLU

Senior Vice President


Corporate Headquarters - Staff

Leigh Ishee

Leigh Ishee

Firm Administrator

Bede Murray

Bede Murray

Client Services Coordinator

Alex Pierson

Alex Stokely

Client Services Coordinator

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Mehgan Burger

Client Services Coordinator

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Kim Roberts

New Business Processing

Minush Azary

Minush Azary

Receptionist

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Alison Torres

Client Services Coordinator

San Antonio Office - Advisors

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Bobby Baugh, ChFC, CLU

Senior Vice President

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Nick Morey

Financial Advisor

Matt Webber

Trenton Leffingwell

Financial Advisor

 

San Antonio Office - Staff

 

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4550 Post Oak Place, Suite 125
Houston, Texas
77027 United States

  •  Tel: (713) 622-1150
  •  Fax: (713) 622-3679
  •  leigh.ishee@imgfinancialgroup.com

We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities.

IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with IMG Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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