Benefits Advising

Vice President, IMA

Kathy joined IMA as Vice President, Account Executive in 2016. As an Account Executive, Kathy is the overall team lead to provide clients with strategic direction and to deploy IMA’s full range of resources as suited for each client’s specific needs.

Kathy’s background brings over three decades of experience with health and welfare plans, encompassing traditional and alternate funding plans with a variety of employer groups. Her comprehensive technical and compliance knowledge, along with a broad base understanding of coverage options, allows her to guide IMA clients in achieving their employee benefits and total rewards objectives.

Kathy is a Certified Employee Benefits Specialist (CEBS) and is a graduate of the American College Registered Health Underwriter program (RHU). She earned her Bachelor of Science in Business Management from LeTourneau University. Kathy currently serves on the DFW ISCEBS Board and will be the Chapter’s President for 2020.

Kathy also serves as Mid-Market Unit Lead for IMA’s Dallas office. Her role is one of leadership, mentoring, and education to the other mid-market teams. She also acts as an additional support to teams with their more complex accounts.