ABOUT IM WEALTH PARTNERS

We are a comprehensive, independent financial services firm founded in 2003, with the goal of redefining the concept of financial planning. We want to bring something that hasn't been brought before.

We want our clients to seek us out because they are looking for a comprehensive financial planning experience – a one-stop shop where they can coordinate nearly every aspect of their finances with advisors they can trust.

We aim to impact the everyday monetary decisions of our clients, and ultimately enhance their ability to achieve more.

We want to thoroughly educate our clients, and bring clarity and track-ability to the financial planning process.

We are all about integrity, and in caring for and protecting the human beings who do business with us – not just because they are clients.

We hope that the principals we instill will be passed down through the generations, and that IM Wealth Partners will be here to serve your children and your grandchildren.

We have the answers. And we want to share them with you.

We are a member of SA Stone, a highly respected brokerage firm founded in 1901.

THE TEAM

	Ian Meierdiercks Founder and Chief Planner Ian founded IM Wealth Partners in 2003 after working for years as a financial advisor at AXA Advisors. Widely respected as a financial planner, Ian is invited regularly to serve as a guest speaker by numerous companies, organizations, colleges and universities. Ian has his Series 7, 63 and 65 securities licenses, as well as his life and health insurance licenses. He meets daily with potential, new and existing clients of the firm to skillfully guide the financial planning process for each. Ian studied Engineering at Drexel University. He is an avid fitness enthusiast with interests in nutrition, running and biking, and is committed to several charitable causes. Ian most enjoys spending time with his wife and three young children.

	Meghan Chambers Client Liaison Schedule@imwealthpartners.com Meghan coordinates all aspects of the IM Wealth Partners office. She is typically the first voice you hear when calling the firm, and the first face you see when entering the office. Meghan has an extensive background in Customer Service and earned her BA from Fordham University in 2014 where she studied Performance Art. When not at work, she performs and works with local theaters. CONTACT ME FOR: Scheduling or rescheduling appointments or calls Any initial questions about our office location, process, or team

	John Porrecca Planner Jporrecca@imwealthpartners.com John joined IM Wealth Partners in 2017 after working at MetLife for 12 years as a financial advisor. He helps clients put together financial plans for college and retirement savings strategies, investment management, and insurance planning. John has his Series 6, 7, 63 and 66 securities licenses, as well as his life and health insurance licenses. John is a graduate from Widener University where he played for the school’s Rugby Team. When not at work, he spends his free time with his wife and three children. CONTACT ME FOR: Questions or changes regarding your overall plan Investment changes or re-allocations Account withdrawals or contributions Establishing or changing a systematic investment

	Lauren Wernick Investment Processing Lauren@imwealthpartners.com Lauren joined IM Wealth Partners in 2012. She is responsible for establishing new investment accounts, including transfers and rollovers, while keeping clients informed throughout the process. Lauren is a graduate of Neumann University, where she served as the assistant coach of the women’s field hockey team. CONTACT ME FOR: Any step of your new investment processing Questions regarding the establishment of new investment accounts Questions regarding the transfer & rollover process

	Barbara Woessner Insurance Processing Barbara@imwealthpartners.com Barbara joined IM Wealth Partners in 2012, bringing with her 14 years of experience in the insurance industry. She is responsible for coordinating with clients throughout the entire insurance process. Barbara earned her BS in International Business at Lebanon Valley College. CONTACT ME FOR: Help with any step of new life insurance disability, or long-term care insurance Insurance applications Medical exams, & doctor's/medical records

	Lauren McDonagh Service Administrator LMcDonagh@imwealthpartners.com Lauren helps clients with administrative changes on existing accounts and policies, general questions, as well as assisting the rest of the team. She has extensive experience with client relations and earned her M.S. from Villanova University. During her free time, Lauren enjoys spending time outdoors at the beach or hiking in the mountains with friends and family. CONTACT ME FOR: Questions or non-monetary changes to any existing investment account or insurance policy Online account access Address, beneficiary or any other life changes Supports Marco Ciavarella regarding service items

	Steve Ference Planner Steve@imwealthpartners.com Steve works with clients to help them achieve their financial goals. Steve previously worked at Metlife, then moved on to an independent advisory firm in the Philadelphia area, and now has brought his experience and expertise to be part of the IM Wealth Partners team. Steve earned his BA in Economics from Lafayette College where he was also a four year letter winner with the men’s soccer program. In his free time, he enjoys working out and spending time with his wife.

	Jon Zerges Director of Operations Since joining IM Wealth Partners in 2005, Jon has worked closely with Ian Meierdiercks, serving in numerous capacities from operational planning to team management to client relations. He has his life insurance license and his Series 7 and 66 securities licenses. Jon is a graduate of Drexel University with a BA in Economics. His greatest indulgence is his love of travel. CONTACT ME FOR: Intricate Issues Involving Your Account(s) Any Issue(s) Other Team Members Cannot Address

	Connie McAluney Process & Service Development Connie joined IM Wealth Partners in 2009. With her experience in insurance and investment processing she assists Marco and the service team. Connie also has decades of experience with database programming, which she uses to constantly improve the team’s back-end systems. She earned her BA in Math from Temple University.

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