Press Release

IMA Financial Group Expands Executive Leadership Team

Issued by IMA Financial Group

Apr. 10, 2023

Company reorganization to advance its “Broker of the Future” mission

(DENVER) IMA Financial Group, an independent, diversified financial services company, has added to its leadership team.

Chairman and CEO Robert Cohen announced the leadership changes, which will drive collaboration across its rapidly expanding national footprint and among its new partners. Since 2019, IMA has doubled its revenue and added more than 1,200 employees through positive organic growth and 16 powerful partnerships.

The new leadership slate includes the following:

• Dave Eckroth, formerly IMA President, Retail Partnerships and CEO of Parker, Smith & Feek, will serve as IMA’s Chief Operating Officer and oversee all corporate administrative teams, including human resources, finance and accounting, legal, IT, business consulting, corporate communications and administration.
• Patrick Lanning was promoted to President of Property & Casualty, overseeing IMA’s P&C division nationally, which manages more than $8B in annual premiums. Lanning was previously President, Retail Specialties and Services and IMA’s Kansas City Market Leader.
• Jacqueline Roth, formerly IMA California Market Director of Employee Benefits and EVP, Employee Benefits, Bolton & Company, will now serve as IMA President of Employee Benefits. She will oversee the strategic, client-focused division of more than 300 associates from coast to coast.

“Fifty IMA leaders spent nearly a year designing an organizational structure that positioned us to advance the future of insurance,” said Cohen. “This new leadership structure will allow our teams to share resources and best practices seamlessly and cohesively, so we can better serve our clients and create real change for our company and our industry.”

In addition to its leadership changes, IMA’s retail insurance division (not including IMA Select) will align regionally under five leaders, offering clients superior local knowledge and contacts backed by IMA’s extensive resources. To optimize resources, IMA’s sales team will report to the company’s national sales leader, Jeff Stemper, and have access to specialty practice leaders with unique expertise in emerging sectors such as cannabis, cyber and decentralized finance (DeFi), and traditional industries.

“The new operating model places entrepreneurial leadership at the local level so that our clients and teams can take advantage of IMA’s deep expertise while still having direct access to a national platform of shared services and offerings designed to address their specific risks and opportunities,” said Eckroth.

About IMA Financial Group

IMA Financial Group, Inc. is an independent, employee-owned, diversified financial services company brokering the future of insurance. Its 2,000-plus associates in offices across the U.S. are empowered to provide customized solutions to meet emerging risks for clients ranging from multinational public entities to small and mid-market companies to individuals and public institutions

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