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
Philip Detlefs
CEO & Registered Representative
Since entering the financial industry in 2001, Philip has helped build and grow his family’s firm with a steady, relationship-focused approach. In 2017, he stepped into the role of CEO of Investment Management Group, where he continues to guide clients with integrity, clarity, and a genuine desire to ease the worries that often surround retirement planning. As a registered representative, he is committed to protecting and growing the hard-earned assets of the families he serves.
Philip’s passion lies in designing custom investment plans that align with each family’s unique goals and giving them the confidence they deserve as they prepare for retirement. While he enjoys the technical side of wealth management, he finds the greatest fulfillment in the real-life conversations and long-term relationships that develop along the way—conversations that often have little to do with money and everything to do with trust.
A graduate of Florida State University with degrees in finance and marketing, Philip has also contributed insights to national outlets including Fox Business and Kiplinger. He has passed his Series 7, 63, and 66 securities exams.
Outside the office, Philip is a devoted husband to his wife, Courtney, whom he married in 2005, and a proud father to their three children: Olivia, Harrison (Harry), and Hutchinson (Hutch). Olivia is a competitive cheerleader for Zone Cheer All-Stars, and Philip loves cheering her on just as much as he enjoys coaching his sons’ football teams—tackle football for Harry and flag football for Hutch.
Philip is an active member of the Church of Eleven22, where he and his family have worshiped since 2020. The church has played a meaningful role in strengthening his faith and deepening his relationship with Jesus Christ. Philip also serves as a disciple group leader, walking with and encouraging others as they grow in their own faith journeys.
Whether he’s with his family, on the football field, or helping clients prepare for retirement, Philip is known for his trustworthiness, calm presence, and genuine care for the people around him. He is also an avid golfer and a proud supporter of the Florida State Seminoles.
Jay Detlefs
Founder
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.
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.
Chad Detlefs
Owner & Financial Advisor
Chad works closely with clients to help them make well-informed decisions about their investments. He works hard to create retirement strategies tailored to each individual’s specific needs and risk tolerance, providing approachable, client-first guidance.
Inspired by his father, who founded the family-owned firm in 1994, Chad joined the practice in 1999. He is dedicated to continuing the company’s legacy of building long-term partnerships, helping clients feel confident in their financial future.
Chad is a native of Jacksonville, Florida, and enjoys life outside the office with his wife, Cindy, and their two dogs, Dre and Cheech. His favorite pastimes include traveling, playing golf, going to the beach and attending sporting events.
Chad Bunnell
Financial Advisor
Occasionally referred to as “The Tall, Bald Guy,” Chad is a seasoned financial advisor with over 17 years of experience, focusing on comprehensive wealth management and retirement income strategies. He also provides life insurance options to help protect families from the unexpected.
Chad is a financial professional offering investment and insurance products. He operates under the highest standards of integrity and transparency and sees clients as individuals, not numbers on spreadsheets.
Chad lives in Jacksonville, Florida, with his wife, Rachael. They have three children — Kennedy, Keegan and Kingston — and three dogs named Dugan, Duncan and Dallas.
In addition to loving alliterative names, Chad is passionate about health and fitness, enjoys golf and is committed to giving back to his community. He also likes to relax with a glass of bourbon when time permits.
Nick Coutros
Investment Advisor Representative
Having seen firsthand the positive impact a good advisor can have on a person’s life, Nick was inspired to join this industry. He loves building relationships with clients based on trust and helping them make well-informed decisions about their financial future.
Nick was an intern at Investment Management Group while attending the University of Central Florida. After graduating Cum Laude with a bachelor’s degree in finance, he worked elsewhere in the financial industry before returning to IMG full time.
Nick is a native of Jacksonville, Florida. He enjoys traveling and fishing and is an avid fan of the UCF Knights and the Jacksonville Jaguars.
Amelia Edwards
Financial Services Representative & Executive Assistant
Amelia finds true joy in helping others and improving their lives, be it through her earlier work as a victim advocate in the State Attorney’s office or her current job as a retirement planner. “What brings me the greatest satisfaction is knowing that the work we do truly changes lives,” she says.
Amelia takes pride in her ability to explain complex financial concepts without talking over someone’s head. She speaks to clients with the clarity they deserve and wants to be seen as a long-term partner on their financial journey.
Amelia lives in St. Augustine, Florida, with her husband, Nathan, and their two children — Calloway and Ansel. They also have a Dachshund-Chihuahua mix named Coconut and a bearded dragon named Hugh Jackman.
Amelia is always curious and looking for ways to challenge her intellect. Outside of work, she is a voracious reader and enjoys quiet times at home with her family.
Dana Brehm
Financial Services Representative & Advisor Support
Dana’s service-oriented mindset started at a young age. He was very active in Boy Scouts, earning the rank of Eagle Scout and learning lessons about serving others in the process.
Today, he brings that desire to serve to his job, guiding people toward rewarding retirements.
Dana has been in the financial industry since 1999 and is particularly adept at retirement and legacy planning . He believes that an important factor in a successful retirement strategy is a willingness to adjust your goals as time passes.
Dana lives in Neptune Beach, Florida, with his wife, Melissa, whom he has known since the first grade. They have three kids — Jason, Ethan and Bailey — and three cats named Skittles, Apollo and Angus.
Dana loves spending his free time outdoors, breathing in all the fresh air he can. He enjoys camping, hiking, boating and traveling.
Kelly Lueckert
Executive Assistant
Kelly brings a unique blend of skills to her role with her passion for helping others and her dedication to making a positive impact. Her ability to effectively multitask and solve problems helps create a seamless experience for those she assists.
Kelly believes in planning intentionally for your life, not just your finances. This philosophy guides her commitment to helping those around her.
Kelly lives in St. Augustine, Florida, with her husband, Mike. They have two kids, Dylan and Chloe, and three cats, Chewie, Goose and Serena. She enjoys relaxing at the beach, spending quality time at home with her family, and watching her children excel in their passions.
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.
