Team

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.

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...

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...

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....

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...

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,...

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...

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...

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,...

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...

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...

Arkansas Team*

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...