ABOUT ICMJ

Who We Are

Welcome to ICMJ LLC, your premier provider of trust and foundation management services. At ICMJ, we understand the importance of protecting your assets and minimizing your tax liability. That's why we specialize in creating customized trust and foundation solutions tailored to meet the unique needs of our clients.

Our team of experienced professionals is dedicated to helping you navigate the complex world of trusts and foundations, and providing you with the knowledge and tools you need to make informed decisions. Whether you're a business owner, investor, or high net worth individual, we have the expertise to help you achieve your financial goals.

In addition to our trust and foundation management services, we also offer continuing education opportunities to help you stay up-to-date on the latest developments in the field.

ICMJ's Values

Cooperation

We believe in the cooperative economic model. This includes collaboration with our clients to achieve their goals and align with others to support efficient customer service.

Integrity

Our company was founded through the principle of integrity. In a world where this trait seems to be the rarest commodity, we strive to stand out in our industry by living up to certain standards for both our clients’ and our own well-being.

Ethics

Our compliance assets assist our company in giving our clients confidence that we will navigate under no other authority than to adhere to the boundaries of the law in which we are licensed.

Legacy

We recognize that amongst the most important treasured aspects of life are one’s ‘life’s work’ and family. Through strategic planning we hope to fulfill the goals our clients have in those areas to ensure financial stability for generations to come.

Community

Our legacy is, more often than not, displaced within the many rural or urban neighborhoods of this country. As such, we encourage giving back to areas of our community where we can best affect the social change(s) we wish to see in them.

Meet the Team

Benjamin Ibarra​

"I come from 3 generations of entrepreneurs that have started many small businesses here in Colorado. I’m a whole life insurance agent who specializes as an infinite banking strategist and provides consulting services on business development. I’m proud to be working with ICMJ during such economic uncertainty, collaborating around a solution is much more constructive than waiting for a solution to be given to me."

CEO, Business Development

Lori Anderson​

"I am the CPA for ICMJ Wealth Management- compliance is my middle name. As part of Congress’ Chief Financial Officers Act, I was selected as an auditor from the General Accounting Office, now known as the Government Accountability Office (GAO) to audit the IRS from 1989 to 2000. In private practice, I've had my own accounting firm for over 25 years. My husband, an attorney and banker, was my business partner who helped me serve over 500 families and small business. Our joy has always been to see our clients succeed. Over my career I have had the opportunity to consult with clients, record proper and accurate accounting, prepare tax returns and when necessary defend a company against IRS, local government and regulation agencies."

Chief Accounting Officer & Tax Returns, CPA

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Are you ready to have full control over your wealth, legacy & future?

With over a decade of experience, our team of professionals is committed to assisting you with navigating the complex world of finance, and ensuring that you have the knowledge and tools necessary to make informed decisions. Whatever your financial goals are, whether you are a business owner, investor, or high net worth individual, we can help.
LET'S WORK TOGETHER

QUICK LINKS

CONTACT INFORMATION

ICMJ LLC.
2679 W Main ST
#300
Littleton, CO 80120

Monday through Friday

9am to 5pm MST

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