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.

OUR TEAM

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 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

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 an 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 foxbusiness.com.

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

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 will 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!

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 who 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 inform, leaving them with the financial confidence 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 has passed the Series 6 and 65 securities exams and holds his 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, Florida.  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 in St. Johns with his wife, Reanna, and two wonderful children, Tanner and Cameron. Away from the business, he enjoys golf, University of Florida football, community activities and coaching his son in sports.

Bob Horne

Bob is a native of Jacksonville and has been actively involved in the financial services industry for over 10 years. As a financial advisor with Investment Management Group, Bob believes strong relationships are built on trust, honor and integrity. His passion is helping individuals and families navigate the financial complexities of building wealth and planning for retirement.

Bob has passed the Series 6 and 65 securities exams and holds his life, health and annuity license in the state of Florida. He enjoys what he does and has gained his clients’ trust by helping them with their long-term retirement solutions. He finds it important to educate his clients before they make decisions affecting their retirement. His goal is to simplify the seemingly complex issue of retirement for clients who are planning for their future.

Prior to working with Investment Management Group, Bob was a senior advisor with First Coast Financial Group. He has also served as assistant vice president and branch manager for the consumer lending division of HSBC Bank.

Outside of work, Bob is actively involved with his church and currently serves on the board of directors with local nonprofit organization Hartfelt Ministries. He is a founding member and past president of the Capital Gain Chapter of BNI (Business Networking International). Bob currently resides in Mandarin, Florida, with his wife and three daughters. In his spare time, he enjoys being outdoors and spending time with his family.

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