Since 1984, IEM has put our clients first. It’s our mission to make you feel confident, taken care of, and free while maintaining the utmost integrity in our work for you.
We believe in taking complex concepts, goals, and issues and simplifying them for you. We use our 40 years of experience, combined with the tools and technology of today, to help you reach your goals and preserve your wealth.
We are independent advisors, which means that we always put you and your family first. We believe this is how we have developed so many long-term relationships and celebrate new introductions to the people you care about most.
Founder & Chairman, Private Wealth Manager
Danica Goshert CFP®, AIF, MBA
Senior Vice President I Private Wealth Manager
CEO & President
Chief Financial Officer
Associate Vice President I Private Wealth Manager
Associate Vice President | Private Wealth Manager
Director of Client Strategy I Associate Private Wealth Manager
Director of Operations & Compliance
Senior Financial Planning Associate
Registered Client Service Strategist
Accounting Assistant and Philanthropy Coordinator
Client Services Office Coordinator
Registered Client Services Analyst
Manager of Client Strategy
Client Strategist Assistant
Manager of Marketing and Communications
Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.