13105 NW Freeway, Ste. 1250
The Innovative Premier Financial Services ("IPFS") team represents decades of experience in the industry as well as working within the South Texas community. The IPFS team members all have a common goal, which is, helping families and businesses better understand and navigate the world of personal and business finance.
The IPFS team has extensive experience advising individuals, families, and corporations alike. Their specialty is in a collaborative approach breaking down complex issues and developing personal and concise strategies to address the concern or void with an individualized strategy.
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
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...
Director of Business Development
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...
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...
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...
We have a strong presence in Arkansas with offices in Little Rock and Hot Springs. We look forward to serving the great State of Arkansas. *IPFS-AR's resident Financial Representatives do not represent nor have any affiliation with...