Broker Check

Our Team

Jeffrey J. Presogna, CPA CVA

Jeffrey J. Presogna, CPA, CVA is a managing principal and chief compliance officer of I.M.S. Wealth Management, LLC. Jeff is a Certified Public Accountant and a Certified Valuation Analyst. In addition to these credentials Jeff also holds a series of investment and securities licenses and is licensed in real estate. Jeff has provided experienced financial and investment advisory services to individuals and businesses for over 30 years. Jeff is a co-founder of an international mergers and acquisitions group with offices across the US, Canada and Europe. Jeff has co-authored a book and has written and published numerous articles and has been a financial commentator for an NBC affiliate. As a managing principal of the firm Jeff will be involved in all aspects of investment planning for individual and business clients in addition to providing management and consulting services.

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Brian Ramm

Brian Ramm is a Managing Principal of I.M.S. Wealth Management, LLC. He has been active in the investment and wealth accumulation, transfer and wealth protection business since 2004. I.M.S. Wealth Management, LLC was formed with the vision that the company would be focused specifically on the goals and objectives of their clients and the company’s mission is to satisfy and exceed those needs. Brian graduated from Mercyhurst College in May of 1999 with a Bachelor’s Degree in Accounting. After graduating he practiced as a CPA for five years before establishing himself in the investment business with a major New York based investment firm in 2004. Brian provides unbiased, straightforward and honest advice to his clients in his efforts to provide the information they require to make informed investment decisions.

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Mark Modlo

Mark Modlo is a Partner-Emeritus with I.M.S. Wealth Management, LLC. Mark comes to the firm with more than thirty years of experience in the financial services industry. This thirty year tenure has allowed him experience at some of Wall Streets’ largest wire houses, a stakeholder in a start-up regional broker/ dealer and involvement with a nationally recognized investment partnership. Mark’s primary role over the years has been working with individual investors in providing customer portfolios, risk management and investment strategies. In addition to serving individual customers he has held the titles of Syndicate Coordinator, Vice President of Investments and Investment Officer. As Partner-Emeritus Mark will be providing portfolio modeling, investment strategy, risk management and consulting services to the firm. Mr. Modlo holds a Bachelor of Science Degree in Business Management. from Gannon University.

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