Houston Team
David Frank
CEO
Over the last 25+ years, David served in many diverse executive roles in the public and private sectors of the financial services industry. David and his partner and wife Kate serve their clients along with their team of insurance...
Kate Frank
President
With over 20 years of experience in the Insurance and Financial Services Industry, Kate has established herself as a leader amongst wealth management advisors. Kate currently leads growth and development of financial representatives at...
Thomas Stephens
Managing Director, Author, Financial Advisor
Laura Vazquez *
Financial Representative & Risk Management Specialist
Laura Rachelle Vazquez joins IPFS with 16 years experience in Property and Casualty Insurance. Laura looks forward to expanding a comprehensive financial services offering to her current and prospective clientele. In addition, IPFS is...
Sari Frank*
Director of Business Development
Joseph George*
Financial Representative
It is important to Joseph George that he get to know you and your family before intelligently educating about the services and strategies that are applicable for your situation. Joseph emphasizes the importance of building a trusted...
Raymond Stiles*
Financial Representative
Jim Strenger *
Financial Representative
Tracey Perkins*
Financial Representative
Ronnie Rodes*
R.I.P. You are missed.
Ronnie started his insurance career approximately 22 years ago as an independent agent representing several insurance companies that included Aflac, Aviva, and Mutual of Omaha to name a few. Prior to that, Ronnie was the founder and...