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Our Team

Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Houston

Houston

Texas

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Little Rock & Hot Springs

Little Rock & Hot Springs

Arkansas

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Austin &
South Texas

Austin & South Texas

Texas

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Louisville

Louisville

Kentucky

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Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Frank

CEO

713-444-1000

dfrank@innovativepfs.com

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...

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Kate Frank

President

713-382-9800

kfrank@innovativepfs.com

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...

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Devin Paul*

Associate

281-627-2936

dpaul@ipfstx.com

With an educational background in Maritime Administration, Devin has successfully integrated his Financial Services Practice around people living, working, and growing their families on and by the water. Devin has established himself...

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Mitch Good

Financial Advisor

346-300-4737

mgood@innovativepfs.com

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...

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Joseph George*

Financial Representative

281-389-2214

jgeorge@ipfstx.com

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...

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Ruben A. Espinoza*, MBA

Financial Representative

346-300-4737

respinoza@ipfstx.com

Ruben proudly dedicates his vast life experiences in helping others. He now focuses on working with business owners and people to educate and assist in there financial goals and plans. Since his retirement from the U.S. Army in 2009,...
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Marc M. Morrow *

District Director

832-754-3483

mmorrow@ipfstx.com

Marc Morrow Joins IPFS with a diverse and successful business track record. Marc currently also serves as CEO of Morrow Industries where he distributes and is a leader in the health insurance enrolling and distribution arena. Marc cut...

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Shane Wells*

Financial Representative

346-300-4737

swells@ipfstx.com

Shane Wells comes to IPFS with a background in both the Industrial & Oil & Gas experience, Shane has successfully integrated his Financial Services Practice around people living, working, and growing their families. Shane has...

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Melissa R. Freeman*

Regional Director

346-300-4737

mfreeman@ipfstx.com

Melissa joined IPFS as a Regional Director with many years of financial services experience building valuable business and personal relationships. Her focus is to build the firm with advisors who have an emphasis on full-fledged...
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Ronnie Rodes*

R.I.P. You are missed.

346-300-4737

info@ipfstx.com

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...

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Gerardo "Ducci" Linarducci*

Managing Director

812-871-7627

glinarducci@ipfstx.com

Gerardo (Ducci) Linarducci is a financial services professional with an extensive history both coaching & mentoring agents as well as enjoying tremendous success leading an experienced history of his personal practice. Ducci joins IPFS...

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Jim Strenger *

Financial Representative

832-242-4151

jstrenger@ipfstx.com

Jim has a long history and appreciation with financial services where he had licenses decades ago. In 1991 Jim started serving Teachers by working at Texas Athletic Supply in Houston as commissioned salesman. After a couple of...
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Laura Vazquez *

Financial Representative & Risk Management Specialist

346-300-4737

lvazquez@ipfstx.com

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...

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Raymond Stiles*

Financial Representative

346-300-4737

rstiles@ipfstx.com

Raymond Stiles comes to IPFS with a strong background in business management, marketing management and sales. Raymond progressed through a series of assignments with increasing responsibility in sales and marketing at Westinghouse...
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Sari Frank*

Director of Business Development

346-300-4737

sari@ipfstx.com

Sari Frank began her career in the Financial Services Arena over 30 years ago. She has worked both domestically and internationally in various capacities with an enormous array of skill sets. From working with individual clients,...
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Thomas Stephens

Managing Director, Author, Financial Advisor

713-416-0157

tstephens@innovativepfs.com

Thomas Stephens has been blessed to have achieved a great deal of success in his life. His prior life includes being a proud US Air Force veteran, studied Business at Wayne State and has an MBA from the University of Dallas....
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Tracey Perkins*

Financial Representative

713-269-2612

tperkins@ipfstx.com

A native Houstonian, former professional athlete, and father of two sons, Tracey Perkins is a tremendous advocate for financial literacy! Tracey obtained an MBA from Prairie View A&M University, BBA in finance from Lamar University,...
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