IMA Financial Group Names Jordyn Arons Rosen President of Dallas-Fort Worth Market

Dallas, TX – June 26, 2024 – IMA Financial Group (IMA), a leading independent insurance brokerage and risk management consulting firm, today announced the appointment of Jordyn Arons Rosen to Dallas-Fort Worth Market President, effective July 1st, 2024. Arons Rosen will succeed insurance industry veteran Rob Broz, who has played a pivotal role in expanding reach and enhancing operational success of the Dallas office during his tenure.

“Arons Rosen’s appointment demonstrates the depth of her talent and commitment to IMA’s vision of defining the future of insurance, especially in the Dallas-Fort Worth area,” said Broz, who will continue his work at IMA Financial Group as EVP, Market Executive. “Our Dallas office, thanks in large part to her leading contributions to the firm’s M&A Practice, has already seen significant growth,” he continued, “and with this strategic appointment, we expect a continued track record of success.”

In her role as IMA’s National Practice Director of Private Equity and M&A, Arons Rosen has been instrumental in supporting clients with especially complex M&A transactions and lender diligence needs. In less than 3 years, she ushered in impressive growth for the practice, which now has over 60 brokers and risk managers in several IMA offices across the country. Earlier this year, Arons Rosen’s due diligence team was named a finalist in the 2024 D Magazine M&A Awards, a testament to her business acumen in the area.

As Market President, Arons Rosen will oversee the strategic direction and operational execution of the Dallas market, which is among the largest and most robust in IMA’s current market portfolio. She steps into her new role with enthusiasm and a comprehensive plan to elevate the Dallas office.

“My goals as Market President are multifaceted,” explains Arons Rosen. “I am dedicated to recruiting and retaining top talent, strengthening our position in the Dallas-Fort Worth market, and actively engaging in the community. We aim to establish IMA as a community leader by nurturing strong relationships with local businesses, participating in events, and continuing to support initiatives that reflect our core values. A major focus will also be fostering team development and driving revenue growth, ensuring that our efforts expand our reach and enhance IMA’s standing as an industry leader in Dallas and beyond.”

About IMA Financial Group

IMA Financial Group is an independent broker defining the future of insurance through comprehensive and consultative risk and wealth management services. A majority employee-owned and managed company, its 2,500-plus associates in offices across the country are empowered by a shared mission to protect assets and make a difference.