VP, Financial Services at Independent Means Inc. - Santa Barbara, California, United States
Since 1992, Independent Means, Inc. (IMI) has been the preeminent provider of financial education for families. A fusion of experiential learning, fun and engaging activities, and purposeful skill building is the hallmark of programs and services offered by IMI. From the highly customized Great Families Program to specialized events like Inside Baseball, Fashion and Finance, and Camp Start-Up, IMI works with families who believe that learning is a life-long process, not an event. Equipping family members with the tools and knowledge to sustain assets, "audit the auditor," exercise sound financial judgment, and make sense of expert—and sometimes conflicting—advice is an imperative of great families and the mission of IMI.