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IMA Financial reorganizes senior leadership

Posted On: Apr. 6, 2023 2:16 PM CST

Dave Eckroth, Patrick Lanning and Jacqueline Roth

IMA Financial Group Inc. on Thursday announced several senior leadership changes and reorganized its retail brokerage operations.

The Denver-based brokerage, which has expanded significantly through acquisitions since its recapitalization in 2020, named Dave Eckroth chief operating officer, Patrick Lanning president of property/casualty, and Jacqueline Roth president of employee benefits.

Previously, Mr. Eckroth was president, retail partnerships, and CEO of Parker, Smith & Feek, which IMA bought in 2021. Mr. Lanning was president, retail specialties and services, and IMA’s Kansas City market leader. Ms. Roth was the brokerage’s California market director of employee benefits and executive vice president, employee benefits, at Bolton & Co., which IMA also bought in 2021.

“This new leadership structure will allow our teams to share resources and best practices seamlessly and cohesively,” CEO Robert Cohen said in a statement.

In addition, IMA will organize its retail insurance divisions regionally under five leaders and the brokerage’s sales team will report to IMA’s national sales leader, Jeff Stemper, the statement said.