SueAnn Schultz serves as the Chief Administrative Officer, General Counsel and Secretary for The IMA Financial Group. As CAO she manages the human resources, communications and licensing operations for IMA and, as General Counsel, manages the legal department and provides strategic legal advice on all matters that affect IMA, including securities compliance, mergers and acquisitions, regulatory analysis and compliance, contract management, litigation supervision, corporate employee benefit, retirement and perpetuation plans.
She brings wide experience with all levels of management and all areas of an independent, growth oriented diversified financial services company, including retail and wholesale insurance operations and a money management registered investment advisor subsidiary.
SueAnn obtained her juris doctorate degree from Washburn University in 1983 and her BA in 1980 from Bethany College. Prior to joining IMA in 1997 SueAnn serviced as Senior VP, General Counsel and Secretary for twelve years at NationsBank-Kansas.