13105 NW Freeway, Ste. 1250,
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.
Find a Financial Advisor
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...
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...
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...
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...
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...
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...
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...
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...
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
Managing Director, Author, Financial Advisor