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    HERE’S OUR STORY. WE LOOK FORWARD TO HEARING YOURS.

    At Investment Management Group, our sole focus is YOU.

    "To serve God by helping others with financial and spriritual guidance. Educating those who are receptive to use their God given talents, health, and financial resources for God's purpose. To pray daily for wisdom, knowledge, and understanding in managing our clients' portfolios so they may have an abundant life full of joy."


    Jay Detlefs

    Jay is the owner and founder of Investment Management Group. Since joining the financial services industry in 1987 he has gained extensive knowledge in insurance, financial planning and federal/state retirement programs.

    Jay feels blessed to work alongside his wife, two sons, son in-law and other advisors whom he has mentored.

    Jay is originally from Baton Rouge, Louisiana and graduated from Louisiana State University in 1964. He has completed the prerequisite coursework required to obtain the designation of CERTIFIED FINANCIAL PLANNERTM. He maintains a series 6 and 26 license in addition to a life, health and annuity license.

    Jay enjoys spending time with his four children and six grandchildren. He is an active member of Christ's Church in Jacksonville and enjoys date nights with his wife every Friday and LSU sports.



    Philip Detlefs

    For Philip Detlefs, helping people make the most of their financial assets is rewarding work. Philip enjoys guiding his clients as they implement the investment strategies that help them meet their financial and life goals.

    As a financial advisor and family member of Investment Management Group, Philip takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans—helping to provide them with greater financial independence, peace of mind, and security.

    Since joining the financial industry in 2001, Philip has help build and grow the family business. As an investment advisor representative, he helps protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including starting out, changing jobs, coping with unemployment, getting married, starting a family, buying a home, saving for college, starting a business, planning for retirement, Long-Term Care planning, planning an estate, planning for business succession, nearing retirement/retirement, loss of a spouse, financial windfall and getting divorced.

    Philip graduated from the Florida State University with a bachelor's degree in Finance and Marketing. He holds series 7,63 and 66 registrations. He also holds an RFC (registered financial consultant) certification and is a member of the IARFC (International Association of Registered Financial Consultants).

    Philip also values his professional relationships. Philip has been a part of the local BNI (Business Networking International) chapter since 2006. He has served as both the Secretary/Treasurer and chapter President. He is also a member of the Jacksonville Chamber of Commerce and the South council. Philip is also a contributing author to foxbusiness.com.

    When he's not working, Philip enjoys spending time with his wife, Courtney and their two children Harrison and Olivia. Philip is an avid golfer and loves his FSU Seminoles football.


    Nick A. Edwards, CFP®

    Nick Edwards is a CERTIFIED FINANCIAL PLANNER™ Professional with over a decade of experience in navigating rough economic terrain. Nick specializes in retirement planning, portfolio design and advising small business owners in his local market. 

    There are few things he enjoys more than pouring over the vast menu of strategies available to today's investors. His goal is to identify which ones work and why they are successful, but he also enjoys finding the fatal flaws in those destined for failure. The information gleaned from his analysis is utilized to help strengthen his own client's portfolios and potentially steer consumers around the pitfalls inherent to many mainstream solutions. 

    Nick is guided by a philosophy that client education can help increase the odds of long-term success. This perspective was shaped by his observation of an expanding gap of trust between the public and an industry flooding the marketplace with products characterized by an unprecedented degree of complexity. To combat this distressing trend, he strives to deliver advice and recommendations at a level of comprehension attainable by even the most inexperienced investors. 

    His passion for equipping the public with the "essentials" of sound money principles is evidenced by a career-spanning resume of community outreach. Nick has produced live radio programs and podcasts, published newsletters and hosted numerous live presentations covering a broad range of financial topics.

    When it comes to managing client assets, Nick constructs dynamic strategies upon a foundational conviction that preventing catastrophic losses is far more important that risk-laden attempts to outperform the market year after year. He also wants to make sure clients can separate their true objectives from wishful fantasies, then employ as little risk as necessary to help reach their goals. 

    Nick entered the industry in 2001 and has spent his entire career at the Investment Management Group, enjoying the camaraderie and support of his close friends and family. When not feeding a compulsive hunger for financial data, he spends the remaining 51% of his time with his forgivingly patient wife, Christina, and his slightly less-patient daughters, Avery, Piper, Finley and Carsen.


    Nathan Edwards, CFA, CFP®

    Nathan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He is committed to the idea that establishing clearly defined financial objectives is the keystone of the financial planning process. With these objectives as the foundation for a viable financial plan, Nathan believes that it is possible to elevate one’s peace of mind and financial wellbeing both now and into the future. When he is not helping others achieve their financial goals, Nathan soaks up every moment that he is fortunate enough to spend in the company of his wife and son.


    Chad Detlefs

    For Chad Detlefs, helping his clients meet their financial goals is the most rewarding part of his work. Chad works together with his clients to develop strategies that will help give his clients the peace of mind and income needed for retirement. Chad joined the family business in 1998 and works closely with his family members and colleagues. As a registered representative, Chad actively works with clients with a goal of wealth preservation. He enjoys working closely with his clients so that they can make well-informed decisions about their investments. He feels that it is important that his clients understand the different types of investments and how to properly implement them to help provide income in their retirement years.

    Chad graduated from the University of Florida in 1998 with a bachelor's degree. In addition to holding a series 6 securities license, he has his life, health and annuity license. In his free time, Chad enjoys golfing, fishing, playing with his dog and going to sporting events. Go Gators!


    Nick M. Riscigno

    Nick graduated from Florida State University with degrees in Finance and Real Estate. Away from the office, he enjoys spending time with his wife Ann Marie and their 2 children, Nicholas and Madison. He coaches youth baseball, and watches both of the kids participate in many extracurricular activities. When there is any time left, he is also an avid sports fan and enjoys spending time in the gym and occasionally on the golf course.

    Nick has been with Investment Management Group since 2006. He works with individuals and small businesses utilizing various strategies and financial solutions to help meet their goals for retirement. He has been in a variety of financial related positions for most of his 22 professional years, including 5 years as a Financial Analyst and several as a Comptroller. He believes that his prior experiences dealing mainly with analyzing and making decisions with corporate funds were an ideal foundation for his career as a registered representative.

    Nick believes that the cornerstone of financial preparation is the recognition that everyone's economic and life situations are unique. This requires personalized service and the ability to match clients with the right financial products and services. He enjoys the process and challenge of being able to determine a client's needs and then to put a personalized portfolio together to best meet their needs.

    Some of the areas that Nick has spent time helping clients with include: starting a new job, changing jobs, dealing with layoffs/unemployment, starting a family, buying a home, education and retirement preparation, estate planning, small business retirement plans, inheritance, loss of spouse/significant other and divorce. You can view his website at www.nickriscigno.com.


    Chris Morrison

    Chris is a native of Jacksonville and has been in the financial services industry since 1999. The most rewarding part of his job is knowing that his clients and prospective clients have all the information they need to make educated decisions regarding their financial matters.

    Chris often meets with individuals that own unique financial instruments that they don’t understand and/or that are inappropriate for their situation. He feels it is his responsibility to take the time to thoroughly educate, leaving them with the peace of mind that comes with knowing they made the right choice for their needs.

    Prior to working with Investment Management Group, Chris served as Assistant Branch Manager at HSBC Bank starting in 2001. He currently holds a series 6 and life, health and annuity license in the state of Florida.

    Chris is the President and founder of Durbin Community Connections business networking group located in St. Johns, Fl.  He has been featured in the Creekline Newspaper and has been a contributor for the Durbin Crossing Living, a publication by the Florida Times Union.

    Chris lives with his wife Reanna and two wonderful children Tanner & Cameron in St. Johns. Away from the business he enjoys golf, University of Florida football, community activities and coaching his son in sports.

    Click the links below to watch Chris's Educational Videos:


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@plansmart.net or call us at (904) 731-9955 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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    Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative. 8771 Perimeter Park Ct. #103 Jacksonville, FL 32216.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.