For 25 years, IMC Advisors in Columbus, Indiana, has cared for families across 16 states. For the last 12, I’ve advised clients and helped build the firm alongside my colleagues. This summer, we joined the Donaldson team, drawn to a firm with the same mission: providing the highest level of service and care to the families we serve.

We have known some of the senior Donaldson team for many years. Last year, we began seriously exploring the possibility of coming together. It quickly became clear that IMC and DCM care about clients the same way. 

For IMC clients, I’m most excited about the continuity and long-term value this merger creates. You’ll have a deeper bench behind you, more resources at your disposal, and the same relationships you’ve always counted on. 

For existing DCM clients, this means a stronger, deeper firm committed to serving you in the long run.
I’m glad to be here and excited to serve our clients together.

This article was featured in the Summer 2026 edition of the Rising Dividend Report.

Read more articles from this issue here.