Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Our mission

To serve God by helping others with financial and spiritual 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

Founder and Financial Advisor

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 passed the Series 6 and 26 securities exams and has 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, CKA

CEO, Financial Advisor

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

Since joining the financial industry in 2001, Philip has helped build and grow the family business. As a financial advisor, he helps protect and grow the hard-earned assets of his clients, many of whom have experienced 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 Florida State University with a bachelor's degree in finance and marketing. He has passed the Series 7, 63, and 66 securities exams. 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. He 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

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

Chad Detlefs

Financial Advisor

For Chad Detlefs, helping his clients work toward their financial goals is the most rewarding part of his work. Chad works together with his clients to develop strategies that can help them pursue financial independence during retirement. He 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 financial assets. He feels that it is important that his clients understand the different types of financial products 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 passing the Series 6 securities exam, 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!

Amelia Edwards


Amelia joined IMG Wealth Management in 2010 following her husband into the
business. Amelia started in client services to learn the business and eventually became licensed. Amelia is licensed to assist clients with Medicare and Long Term Insurance needs.

Amelia graduated in 2007 from University of North Florida with a Bachelor’s degree in Arts and Sciences. In her free time, Amelia volunteers with different organizations within the community. She also stays busy with her two sons.

Dana Brehm

Advisor Support Staff

Dana joined Investment Management Group in August, 2006.  He spent the previous eight years as a registered representative and the senior specialist of the Merrill Lynch Insurance Group.  He graduated from Ft. Lewis College in 1998 with a degree in Finance and Business Administration. Dana enjoys, spending time with his son Ethan, doing anything that involves being outdoors.

Kelly Lueckert

Advisor Support Staff

Kelly graduated from Florida State University with a bachelor's degree in English and minor in Spanish. She has been working with Investment Management since 2009 and is currently supporting five advisors. She also helps maintain the client database and is a notary public.

In her spare time, Kelly enjoys going to the beach and spending time with her family. She and her husband, Mike have two children who are very active and keep them busy.

Joy Forbess

Advisor Support Staff

Joy graduated from the University of Central Florida with a bachelor's degree in business administration with a major in marketing. She joined Investment Management Group in 2012 and supports several advisors. She has been working in the financial industry for over 20 years. Outside of work, Joy enjoys reading and spending time with family. She and her husband John have two boys, Logan and Andrew.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 904.731.9955