Meet Our Team
Jared Empey, MSFS
Jared connected with Marty Watkins and joined IMA Financial Services in early 2015 as an intern. Jared quickly discovered that he is passionate about financial planning. He loved the idea of developing a close relationship with clients while providing a great service for a great price.
In 2016, Jared became licensed as an Investment Advisor Representative and moved to IMA Financial Services headquarters in Boise, Idaho as a full-time Financial Planner. Jared has a background in accounting which provides the additional benefit of tax planning strategies. He is currently studying to receive his Masters of Science in Financial Services through the American College of Financial Services, and will work towards the Certified Financial Planner designation thereafter.
Jared is passionate about physical fitness and loves advising others in regards to their health and wellness in addition to their finances. He also enjoys mountain biking, hiking, and camping. Jared is newly married and loves spending time with his wife.
Marty is the CEO of Idaho Medical Financial Services and the primary financial Certified Financial Planner® currently managing over $330 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Martin Watkins has been advising individuals and organizations on their finances for more than twenty years. In 1993, Marty co-founded Utah Medical Association Financial Services and served as the Chief Operating Officer and adviser. He grew the practice from its inception until he was advising over 400 clients, with $625 million under advisement and $300 million under management.
Marty played an essential role in the development of the Utah 529 Education Savings Plan (“UESP”) investment options, a plan which won the Morningstar Gold Rating for educational savings plans, and currently maintains an advisory role with UESP, which includes managing assets of over $7 Billion.
Marty is the primary financial advisor at AFS and is a Certified Financial Planner®. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Joseph Griffin came to Idaho Medical Financial Services in 2012, bringing a successful and diverse background with him. He worked in sales for four years, and the teams he managed and generated over $6.6 million. During this period, he consistently placed in the top ten percent of his peers. Later, he pursued his passion for real estate by acquiring his real estate license and working as the Client Relations Manager for a successful real estate company.
As COO, Joseph manages a broad range of responsibilities. He works side by side with Mike and Marty, ensuring that client portfolios are properly aligned. Joseph collaborates with clients in managing the details of their accounts, creates Social Security reports, and helps clients working with estate attorneys to ensure that all of their accounts are registered accurately. Joseph is knowledgeable about donations and gifting, tax forms, and adjustments for Required Minimum Distributions. He executes all adjustments to accounts and leads our transfer team in handling all incoming and outgoing assets.
Joseph is married with two children. He loves being outdoors, particularly if he is mountain biking, camping, boating, or competing in a triathlon. Joseph enjoys working in finance and looks forward to broadening his financial education by obtaining further licensing.
Mike Haynes has over 20 years of business management experience and has led global business development in Europe, Asia, and the U.S. working in, and consulting for, industries including: High-Tech, Manufacturing, Consumer Goods, Marketing, Medical, Automotive, and Legal. Prior to Mike’s entrepreneurial successes, he worked for a Utah technology start-up, driving company revenues to achieve national recognition in the Inc. 500 as one of the fastest growing companies in the country. Mike also worked for Eastman Kodak and Intel Corporation in Sales and Management roles.
Mike’s primary focus at Idaho Medical Financial Services is on providing better retirement plans to small and mid-sized companies. Believing that the retirement plan industry has failed the 401(k) participant, Mike’s objective is to bring sophisticated academically-based investment methodologies at a lower cost to companies, enabling them to support their employees’ retirement goals and comply with the law.
Mike enjoys serving and being involved in his community. He currently serves as President Elect of the Jordan Education Foundation, and has been on the board of the foundation for several years.
Mike has travelled to 29 countries and loves experiencing different places and cultures. His background also includes a 15 year powerlifting career; a field in which he is highly successful. He loves mountain biking and spending time with his family. Mike continues to be a champion of both business and community development in Utah.