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View More Press Releases by IMA Financial Group

Press release:

Industry Leader Laurie Hoag-Winkler to Return to IMA Financial Group with Focus on Employee Benefits

Issued by: IMA Financial Group

Date: Dec. 11, 2019

Denver, CO, December 10, 2019 — After six years away, Laurie Hoag-Winkler is returning to IMA Financial Group as executive vice president and national practice leader for IMA, Inc.’s employee benefits practice. Hoag-Winkler will partner with Executive Vice President and National Client Experience Leader Kristi Gjellum, who has been with IMA for more than 15 years.

“With more than 50 years of experience between them, we are thrilled to have this power team focused on the client and employee experience,” says IMA President Bob Reiter. “Together, they bring deep industry knowledge, strategic expertise, and an unmatched enthusiasm to their prac-tice. Just as importantly, they will serve as role models, as IMA is committed to gender diversity, including in leadership positions. It’s an exciting time at IMA.”

Hoag-Winkler and Gjellum say they plan to build on IMA’s service formula to listen to their clients, build a strategy that meets their clients where they are, execute, and measure results.  That means financial return, employee satisfaction, and an overall successful experience for IMA clients.

“I can’t wait to hit the ground running with Kristi (Gjellum) and the team,” says Hoag-Winkler. “Working together, we  can deliver innovative, effective services and products that are also unique and engaging. We want our clients to succeed and have fun while they are doing it. Here at IMA, we practice what we preach, which is one of the reasons I am returning. IMA understands its suc-cess is built on a strong workplace culture of respect, collaboration, inclusivity, and, yes, fun!”

Previously, Laurie was senior vice president and director at Lockton Companies and has held lead-ership positions at USI Colorado, previously Van Gilder Insurance Corp. She is a member of the Work Options for Women Board and a former member of St. Jude Children’s Research Hospital Advisory Board.

The IMA Financial Group, Inc., is a diversified financial services company focused on protecting the assets of its varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee owned, the company’s more than 700 associates in Colorado, Kansas, Michigan, and Texas are empowered to provide customized solutions for their clients’ unique needs.


View More Press Releases by IMA Financial Group

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