Investors Advisory Management Group

Investors Advisory Management Group is an advisory team helping clients in making decisions with their investments and goals in alignment with what is important to them. We work with clients who want to feel more confident, prepared and believe they are living the plan. Our commitment to clients resonates throughout our culture, industry knowledge and personalized client experience.


Advisors

Matthew Beck

CFP®

Financial Advisor

Managing Director of Investors Advisory Management Group
Visit Matthew Beck's website

Seth Parker

BFA, CLTC®, CPWA®

Private Wealth Advisor

Chief Executive Officer of Investors Advisory Management Group
Visit Seth Parker's website

Lindsay Sherritt

Financial Advisor

Marketing Manager
Visit Lindsay Sherritt's website


Team

Courtney Giese

Courtney Giese

Client Service Coordinator,

Financial Planning Assistant

Qualifications

  • My Top 5 Values:
  • Family
  • Friendship
  • Happiness
  • Loyalty
  • Meaningful Work
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Julie Kearney

Julie Kearney

Paraplanner,

Client Service Coordinator

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law
  • Insurance - Life, Health and Annuities (MN)
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Jami Lebert

Jami Lebert

Client Service Coordinator

Amanda Oestreich

Amanda Oestreich

Financial Planning Assistant

Qualifications

  • My Top 5 Values:
  • Relationships
  • Integrity
  • Achievement
  • Challenges
  • Excitement
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Jody Warren

Jody Warren

Client Service Coordinator,

Financial Planning Assistant
Christopher Lebert

Christopher Lebert

Paraplanner