Awards and Accolades 2002-Present  

 
 
 
Financial Advisors
Jim Casey

Jim Casey
President & CEO
Tel: (310) 821-6563 xt. 15
Tel: (760) 969-7101
Fax: (310) 861-5815
Casey@IWMgmt.com
Mark Hayek

Mark Hayek
Vice President &
Senior Financial Advisor
Tel: (760) 834-7200
Fax: (760) 841-4074
Mark@IWMgmt.com
Reesa Manning Reesa Manning
Vice President &
Senior Financial Advisor
Tel: (760) 834-7200
Fax: (760) 841-4072
Reesa@IWMgmt.com
Mark Marshall Mark Marshall
Vice President &
Senior Financial Advisor
Tel: (760) 969-7107
Fax: (760) 841-4087
Marshall@IWMgmt.com
Kari Middleton Kari Middleton
Vice President &
Senior Financial Advisor
Tel: (760) 969-7107
Kari@IWMgmt.com
Joey Reiter Joey Reiter
Vice President of
Business Development
Tel: (760) 969-7130
Joey@IWMgmt.com
 
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The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov