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
CEO & President
Danica Goshert CFP®, CDFA®, AIF®, MBA
Senior Vice President I Private Wealth Manager
Chief Financial Officer
Chief Growth Officer
Chief Operating Officer
Chief of Staff
Associate Vice President I Private Wealth Manager
Associate Vice President | Private Wealth Manager
Manager of Financial Planning Services
Manager of Client Strategy
Manager of Marketing & Communications
Senior Registered Client Services Analyst
Senior Registered Client Services Strategist
Accounting Assistant & Philanthropy Coordinator
Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.