13105 NW Freeway, Ste. 1250
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...
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...
VP - Compliance & Opperations
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...
Director of Business Development
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...
Mitch’s passion for his financial services practice comes from seeing too many friends and family members suffer financial setbacks, both in their businesses and in retirement. Most of these hardships could have been avoided with...
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...