IPS Advisors
Description
Address: 10000 N Central Expy # 1100, Dallas, TX 75231 Phone: (214) 443-2400: : : Place name: : : Category: Website: Hours: : Website: http://ipsadvisors.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
IPS Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IPS Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
IPS Advisors Salaries. You can even request information on how much does IPS Advisors pay if you want to. Learn about salaries, pros and cons of working for IPS Advisors directly from the past employees.
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IPS Advisors Employees
Employee
Years
Job
Industry
Lauren Click Lauren Click's IPS Advisors Experience July 2012 - August 2012
Job Account Executive at Austin Scarlett
Industry Retail
Experience
Austin Scarlett, LLC June 2015 - Present
The Globe Showroom April 2015 - June 2015
The Globe Showroom January 2015 - April 2015
Stanley Korshak June 2014 - August 2014
Neiman Marcus November 2013 - December 2013
Obsessed Boutique May 2013 - August 2013
IPS Advisors July 2012 - August 2012
Camp Mystic for Girls May 2009 - July 2012
Skills
Social Media, Sales, Visual Merchandising, Fashion, Apparel, Retail Sales, Management, Customer Service, Retail, Merchandising, Inventory Management, Time Management, Fashion Buying, E-commerce, Microsoft Excel, Loss Prevention, Microsoft Office, Organization, Dreamweaver, Space Planning, PowerPoint
Education
Texas Tech University 2010 — 2014
Bachelor's Degree, Retail Management
Austin Scarlett, LLC June 2015 - Present
The Globe Showroom April 2015 - June 2015
The Globe Showroom January 2015 - April 2015
Stanley Korshak June 2014 - August 2014
Neiman Marcus November 2013 - December 2013
Obsessed Boutique May 2013 - August 2013
IPS Advisors July 2012 - August 2012
Camp Mystic for Girls May 2009 - July 2012
Skills
Social Media, Sales, Visual Merchandising, Fashion, Apparel, Retail Sales, Management, Customer Service, Retail, Merchandising, Inventory Management, Time Management, Fashion Buying, E-commerce, Microsoft Excel, Loss Prevention, Microsoft Office, Organization, Dreamweaver, Space Planning, PowerPoint
Education
Texas Tech University 2010 — 2014
Bachelor's Degree, Retail Management
Audrey Sleeper Audrey Sleeper's IPS Advisors Experience May 2012 - July 2013
Job Brand Manager at Onyx Brands, Inc.
Industry Insurance
Experience
Onyx Brands, Inc. June 2015 - Present
USI Insurance Services May 2014 - January 2015
FirstStaff, Inc. 2015 - 2015
FirstStaff, Inc. 2015 - 2015
HealthSmart July 2013 - May 2014
IPS Advisors May 2012 - July 2013
DCI Technology Services August 2008 - May 2012
Pitaya August 2008 - December 2010
Skills
Staffing Services, Customer Service, Recruiting, Travel Arrangements, Team Building, Meeting Planning, Meeting Scheduling, Leadership Development, Insurance, Administrative..., Executive Support, Concur, Microsoft Excel, Employee Benefits, Calendaring, Marketing, Benefits Administration, Health Insurance, Healthcare, Disability Insurance, COBRA, Life Insurance, Long-term Care, Human Resources, Employee Relations, Property Management, Office Management, Health Savings Accounts, Account Management, Health Policy, Underwriting, Claim, Health Care Reform, Payroll, Medicare, Managed Care, Strategic Planning, Sales, Management, Analysis, Outlook
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Arts (BA)
Richland Community College 2011 — 2013
Associate of Arts (AA)
Conway High School 2004 — 2008
Onyx Brands, Inc. June 2015 - Present
USI Insurance Services May 2014 - January 2015
FirstStaff, Inc. 2015 - 2015
FirstStaff, Inc. 2015 - 2015
HealthSmart July 2013 - May 2014
IPS Advisors May 2012 - July 2013
DCI Technology Services August 2008 - May 2012
Pitaya August 2008 - December 2010
Skills
Staffing Services, Customer Service, Recruiting, Travel Arrangements, Team Building, Meeting Planning, Meeting Scheduling, Leadership Development, Insurance, Administrative..., Executive Support, Concur, Microsoft Excel, Employee Benefits, Calendaring, Marketing, Benefits Administration, Health Insurance, Healthcare, Disability Insurance, COBRA, Life Insurance, Long-term Care, Human Resources, Employee Relations, Property Management, Office Management, Health Savings Accounts, Account Management, Health Policy, Underwriting, Claim, Health Care Reform, Payroll, Medicare, Managed Care, Strategic Planning, Sales, Management, Analysis, Outlook
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Arts (BA)
Richland Community College 2011 — 2013
Associate of Arts (AA)
Conway High School 2004 — 2008
Tim Thurston, AIF®'s IPS Advisors Experience March 2007 - Present
Job Retirement Plan Advisor and Consultant
Industry Financial Services
Experience
IPS RIA, LLC January 2015 - Present
IPS Advisors March 2007 - Present
MetLife Resources May 2003 - December 2005
Principal Financial Group June 2002 - December 2002
GuideStone Financial Resources 1998 - 2002
Skills
Retirement, Pensions, 401k, Investments, Employee Benefits, ERISA, Investment Advisory, Deferred Compensation, Compliance, Plan Design
Education
Hardin-Simmons University 1985 — 1989
IPS RIA, LLC January 2015 - Present
IPS Advisors March 2007 - Present
MetLife Resources May 2003 - December 2005
Principal Financial Group June 2002 - December 2002
GuideStone Financial Resources 1998 - 2002
Skills
Retirement, Pensions, 401k, Investments, Employee Benefits, ERISA, Investment Advisory, Deferred Compensation, Compliance, Plan Design
Education
Hardin-Simmons University 1985 — 1989
Jennifer Hester Jennifer Hester's IPS Advisors Experience July 2003 - Present
Job Senior Case Design Manager at IPS Advisors
Industry Insurance
Experience
IPS Advisors July 2003 - Present
Coordinated Programs, Inc December 2001 - July 2003
Skills
Insurance, Life Insurance, Health Insurance, Investments, Underwriting, Employee Benefits, Financial Services, Microsoft Excel, Term Life Insurance
Education
University of North Florida - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Financial Services and Planning
IPS Advisors July 2003 - Present
Coordinated Programs, Inc December 2001 - July 2003
Skills
Insurance, Life Insurance, Health Insurance, Investments, Underwriting, Employee Benefits, Financial Services, Microsoft Excel, Term Life Insurance
Education
University of North Florida - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Financial Services and Planning
Pamela Bishir Pamela Bishir's IPS Advisors Experience May 2011 - May 2012
Job Chief Operating Officer at Taken for Granite
Industry Environmental Services
Experience
Taken for Granite January 2014 - Present
Southern Methodist University September 2012 - June 2014
City of Dallas May 2012 - September 2012
IPS Advisors May 2011 - May 2012
Gordon Biersch August 2010 - July 2011
Knoxville Recycling Coalition August 2009 - July 2010
The Fabulous Matchmakers February 2010 - April 2010
Study Breaks Magazine July 2008 - August 2009
San Marcos Housing Authority July 2008 - August 2009
Christ United Methodist Church 2007 - 2007
Skills
Program Management, Event Planning, Non-profits, Public Speaking, Social Media, Facebook, Fundraising, Recruiting, Leadership, Marketing, Grant Writing, Sales, Social Media Marketing, Advertising, Nonprofits, Training, Community Development, Time Management
Education
Texas State University 2005 — 2009
B.A., Political Science, Spanish
Texas State University 2005 — 2009
Bachelor's degree, Political Science and Spanish
Taken for Granite January 2014 - Present
Southern Methodist University September 2012 - June 2014
City of Dallas May 2012 - September 2012
IPS Advisors May 2011 - May 2012
Gordon Biersch August 2010 - July 2011
Knoxville Recycling Coalition August 2009 - July 2010
The Fabulous Matchmakers February 2010 - April 2010
Study Breaks Magazine July 2008 - August 2009
San Marcos Housing Authority July 2008 - August 2009
Christ United Methodist Church 2007 - 2007
Skills
Program Management, Event Planning, Non-profits, Public Speaking, Social Media, Facebook, Fundraising, Recruiting, Leadership, Marketing, Grant Writing, Sales, Social Media Marketing, Advertising, Nonprofits, Training, Community Development, Time Management
Education
Texas State University 2005 — 2009
B.A., Political Science, Spanish
Texas State University 2005 — 2009
Bachelor's degree, Political Science and Spanish
Sharon Knowles Goff, ACBC, SGS Sharon Knowles Goff, ACBC, SGS's IPS Advisors Experience September 2001 - June 2003
Job Account Manager Executive at Higginbotham
Industry Insurance
Experience
Higginbotham September 2011 - Present
Waldman Bros December 2010 - October 2011
NewBenefits September 2009 - August 2010
Humana / CompBenefits Corporation April 2004 - September 2009
IPS Advisors September 2001 - June 2003
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Claim, Life Insurance
Education
University of Denver 1994 — 1998
Associate of Arts (A.A.), Business/Commerce, General
Bear Creek High School 1989 — 1993
General Studies
Higginbotham September 2011 - Present
Waldman Bros December 2010 - October 2011
NewBenefits September 2009 - August 2010
Humana / CompBenefits Corporation April 2004 - September 2009
IPS Advisors September 2001 - June 2003
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Claim, Life Insurance
Education
University of Denver 1994 — 1998
Associate of Arts (A.A.), Business/Commerce, General
Bear Creek High School 1989 — 1993
General Studies
Eva (Dougherty) Basquez Eva (Dougherty) Basquez's IPS Advisors Experience April 2006 - Present
Job Client Services at IPS Advisors
Industry Insurance
Experience
IPS Advisors April 2006 - Present
Skills
Employee Benefits, Benefits Administration, Life Insurance, Health Insurance, Underwriting, Fixed Annuities, Customer Service, Disability Insurance, Long-term Care, Retirement, Insurance
Education
Lake Highlands High School
Richland College
IPS Advisors April 2006 - Present
Skills
Employee Benefits, Benefits Administration, Life Insurance, Health Insurance, Underwriting, Fixed Annuities, Customer Service, Disability Insurance, Long-term Care, Retirement, Insurance
Education
Lake Highlands High School
Richland College
Dial Mayfield Dial Mayfield's IPS Advisors Experience April 2015 - Present
Job
Industry Insurance
Experience
IPS Advisors April 2015 - Present
CIGNA September 2010 - January 2015
Lowe's Home Improvement 2007 - 2014
Trustmark Companies 2007 - 2010
Mayfield Money Management 2002 - 2010
New York Life 2002 - 2007
Martin Fletcher 2001 - 2002
The Heritage Organization 1996 - 2000
Skills
Insurance, Sales, Employee Benefits, Health Insurance, Account Management, Process Improvement, Leadership, Team Building, Life Insurance, Customer Service, Training, Strategic Planning, Healthcare, New Business Development, Disability Insurance, Sales Management, Risk Management, Coaching, Benefits Administration, Workers Compensation, Team Leadership, Financial Analysis, Group 1 License, Series 7 and 63..., Management
Education
Texas Tech University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Texas Tech University 1983 — 1989
Bachelor of Science (BS), Public Relations/Image Management
IPS Advisors April 2015 - Present
CIGNA September 2010 - January 2015
Lowe's Home Improvement 2007 - 2014
Trustmark Companies 2007 - 2010
Mayfield Money Management 2002 - 2010
New York Life 2002 - 2007
Martin Fletcher 2001 - 2002
The Heritage Organization 1996 - 2000
Skills
Insurance, Sales, Employee Benefits, Health Insurance, Account Management, Process Improvement, Leadership, Team Building, Life Insurance, Customer Service, Training, Strategic Planning, Healthcare, New Business Development, Disability Insurance, Sales Management, Risk Management, Coaching, Benefits Administration, Workers Compensation, Team Leadership, Financial Analysis, Group 1 License, Series 7 and 63..., Management
Education
Texas Tech University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Texas Tech University 1983 — 1989
Bachelor of Science (BS), Public Relations/Image Management
Chuck Norsch Chuck Norsch's IPS Advisors Experience May 2000 - Present
Job Director of Corporate Benefits at IPS Advisors
Industry Insurance
Experience
IPS Advisors May 2000 - Present
Jefferson Pilot April 1984 - May 2000
Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Managed Care, Benefits Administration, Insurance, 401k, Healthcare, Term Life Insurance, Long-term Care, Health Savings Accounts, COBRA, Underwriting
Education
Stephen F. Austin State University 1972 — 1975
Bachelor of Arts (BA)
IPS Advisors May 2000 - Present
Jefferson Pilot April 1984 - May 2000
Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Managed Care, Benefits Administration, Insurance, 401k, Healthcare, Term Life Insurance, Long-term Care, Health Savings Accounts, COBRA, Underwriting
Education
Stephen F. Austin State University 1972 — 1975
Bachelor of Arts (BA)
Dale Scofield, CLU CRPC's IPS Advisors Experience January 2008 - Present
Job Producer, IPS Advisors
Industry Insurance
Experience
IPS Advisors January 2008 - Present
Ameriprise Financial December 2001 - December 2007
Metro Information Services September 1999 - November 2000
Acuity Technology, Inc. January 1998 - August 1999
Rennaissance Worldwide, Inc. January 1993 - December 1997
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Disability Insurance, Wealth, Insurance, Long-term Care, Financial Advisory, Portfolio Management, Securities, Financial Services, Valuation, Tax, Strategic Financial...
Education
Louisiana State University 1988 — 1992
Business, Finance
IPS Advisors January 2008 - Present
Ameriprise Financial December 2001 - December 2007
Metro Information Services September 1999 - November 2000
Acuity Technology, Inc. January 1998 - August 1999
Rennaissance Worldwide, Inc. January 1993 - December 1997
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Disability Insurance, Wealth, Insurance, Long-term Care, Financial Advisory, Portfolio Management, Securities, Financial Services, Valuation, Tax, Strategic Financial...
Education
Louisiana State University 1988 — 1992
Business, Finance
Lauren Dower Lauren Dower's IPS Advisors Experience June 2007 - August 2007
Job Senior Auditor at BAKC, LLP
Industry Accounting
Experience
Birdsong Adams Knight Carroll, LLP October 2014 - Present
Howard Financial Services, Ltd. October 2012 - September 2014
BKM Sowan Horan, LLP January 2011 - September 2012
TravisWolff January 2010 - April 2010
IPS Advisors June 2007 - August 2007
Skills
US GAAP, Financial Accounting, Accounting
Education
University of North Texas 2009 — 2011
MS, Accounting
Oklahoma State University 2005 — 2009
BS, Accounting
Birdsong Adams Knight Carroll, LLP October 2014 - Present
Howard Financial Services, Ltd. October 2012 - September 2014
BKM Sowan Horan, LLP January 2011 - September 2012
TravisWolff January 2010 - April 2010
IPS Advisors June 2007 - August 2007
Skills
US GAAP, Financial Accounting, Accounting
Education
University of North Texas 2009 — 2011
MS, Accounting
Oklahoma State University 2005 — 2009
BS, Accounting
Natalie Anderson Natalie Anderson's IPS Advisors Experience May 2010 - June 2012
Job Recruiting Assistant at Kohl's Department Stores
Industry Human Resources
Experience
Kohl's Department Stores May 2015 - Present
Pier 1 Imports July 2014 - May 2015
Amazon July 2013 - July 2014
University of Arkansas Career Development Center August 2012 - May 2013
LP Analyst May 2012 - June 2012
IPS Advisors May 2010 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Time Management, Public Speaking, Teamwork, Facebook, Employee Benefits, Human Resources, Event Planning, Social Networking
Education
University of Arkansas at Fayetteville 2009 — 2013
BSBA, Human Resource Management, 3.66
Plano West Senior High School 2007 — 2009
Kohl's Department Stores May 2015 - Present
Pier 1 Imports July 2014 - May 2015
Amazon July 2013 - July 2014
University of Arkansas Career Development Center August 2012 - May 2013
LP Analyst May 2012 - June 2012
IPS Advisors May 2010 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Time Management, Public Speaking, Teamwork, Facebook, Employee Benefits, Human Resources, Event Planning, Social Networking
Education
University of Arkansas at Fayetteville 2009 — 2013
BSBA, Human Resource Management, 3.66
Plano West Senior High School 2007 — 2009
Deidre von Bose Ragsdale, ACSR, CISR Deidre von Bose Ragsdale, ACSR, CISR's IPS Advisors Experience April 2010 - July 2011
Job Account Manager
Industry Insurance
Experience
NAS North American Solutions September 2011 - September 2014
IPS Advisors April 2010 - July 2011
Wells Fargo Insurance Services December 2007 - April 2010
Wachovia Insurance Services April 2006 - December 2007
Skills
Insurance, Risk Management, Liability, Underwriting, Account Management, Property & Casualty..., Commercial Insurance, General Insurance, Professional Liability
Education
The University of Texas at Arlington
BBA, Marketing
Tarrant County College
AA
NAS North American Solutions September 2011 - September 2014
IPS Advisors April 2010 - July 2011
Wells Fargo Insurance Services December 2007 - April 2010
Wachovia Insurance Services April 2006 - December 2007
Skills
Insurance, Risk Management, Liability, Underwriting, Account Management, Property & Casualty..., Commercial Insurance, General Insurance, Professional Liability
Education
The University of Texas at Arlington
BBA, Marketing
Tarrant County College
AA
Courtney Farley Courtney Farley's IPS Advisors Experience August 2009 - April 2011
Job Human Resources Specialist
Industry Oil & Energy
Experience
Corrosion Resistant Alloys, LP July 2012 - Present
Patriot Wealth Management April 2011 - July 2012
IPS Advisors August 2009 - April 2011
Skills
Employee Benefits, Human Resources, Disability Insurance, Marketing, Microsoft Excel, Insurance, Time Management, Benefits Administration, Outlook, Strategic Planning, Sales, Process Improvement, Leadership, Recruiting, Analysis
Education
Texas A&M University - Mays Business School 2005 — 2009
Bachelors of Business Administration, Marketing
Corrosion Resistant Alloys, LP July 2012 - Present
Patriot Wealth Management April 2011 - July 2012
IPS Advisors August 2009 - April 2011
Skills
Employee Benefits, Human Resources, Disability Insurance, Marketing, Microsoft Excel, Insurance, Time Management, Benefits Administration, Outlook, Strategic Planning, Sales, Process Improvement, Leadership, Recruiting, Analysis
Education
Texas A&M University - Mays Business School 2005 — 2009
Bachelors of Business Administration, Marketing
Adam Hensen Adam Hensen's IPS Advisors Experience May 2012 - May 2015
Job Benefits Consultant at Hays Companies
Industry Insurance
Experience
Hays Companies May 2015 - Present
IPS Advisors May 2012 - May 2015
University of North Texas July 2009 - June 2012
ISC Group April 2008 - July 2010
University of North Texas January 2010 - May 2010
Edward Jones Investments July 2007 - April 2008
Financial Freedom of America April 2006 - May 2007
Blockbuster Video, December 2003 - April 2006
Skills
Employee Benefits, Bayesian statistics, Risk Management, Statistical Modeling, Mathematics, Financial Sales
Education
University of North Texas 2009 — 2012
Mathematics, Mathematics, Actuarial Sciences
DeVry University 2005 — 2006
None, Computer Science and business
Hays Companies May 2015 - Present
IPS Advisors May 2012 - May 2015
University of North Texas July 2009 - June 2012
ISC Group April 2008 - July 2010
University of North Texas January 2010 - May 2010
Edward Jones Investments July 2007 - April 2008
Financial Freedom of America April 2006 - May 2007
Blockbuster Video, December 2003 - April 2006
Skills
Employee Benefits, Bayesian statistics, Risk Management, Statistical Modeling, Mathematics, Financial Sales
Education
University of North Texas 2009 — 2012
Mathematics, Mathematics, Actuarial Sciences
DeVry University 2005 — 2006
None, Computer Science and business
Brian Bonifant Brian Bonifant's IPS Advisors Experience 2003 - 2005
Job Senior Vice President Sales at Lion Street
Industry Financial Services
Experience
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
James Clonts's IPS Advisors Experience June 2015 - Present
Job Producer at IPS Advisors
Industry Internet
Experience
IPS Advisors June 2015 - Present
Think Finance / Elevate September 2013 - June 2015
Cinsay November 2011 - September 2013
UBS June 2010 - September 2010
Sewell Automotive Companies July 2005 - July 2009
Skills
Financial Reporting, Valuation, Forecasting, Financial Modeling, Financial Statement..., Financial Analysis, Accounting, Finance, Corporate Finance, Analysis, Start-ups, Strategic Financial..., Process Improvement, Business Analysis, Portfolio Management, Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2001 — 2005
Bachelor’s Degree, Business
IPS Advisors June 2015 - Present
Think Finance / Elevate September 2013 - June 2015
Cinsay November 2011 - September 2013
UBS June 2010 - September 2010
Sewell Automotive Companies July 2005 - July 2009
Skills
Financial Reporting, Valuation, Forecasting, Financial Modeling, Financial Statement..., Financial Analysis, Accounting, Finance, Corporate Finance, Analysis, Start-ups, Strategic Financial..., Process Improvement, Business Analysis, Portfolio Management, Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2001 — 2005
Bachelor’s Degree, Business
Trena Tolliver, PMP's IPS Advisors Experience August 1998 - September 1999
Job Project Manager at Milliman
Industry Insurance
Experience
Milliman November 2012 - Present
Consultant December 2011 - November 2012
1st Global November 1999 - November 2011
IPS Advisors August 1998 - September 1999
Principal Financial Securities, Inc. January 1994 - May 1998
Skills
Certified Project..., Business Process..., Process Development, Operations Management, Financial Sector, Insurance, Process Automation, SDLC, Team Leadership, Process Mapping, Business Analysis, Financial Management, Resource Management, Document Management, Vendor Management, Requirements Analysis, Change Management, Strategic Planning, Financial Services, PMO, Analysis, Marketing, Program Management, Managerial Finance, Cross-functional Team..., Process Improvement, MS Project, Leadership, Product Management, Portfolio Management, Project Portfolio..., PMP, Business Process Mapping, Business Intelligence, Management, Visio, Process Simulation, Software Development, Team Building, Project Management, Risk Management, Business Process, Competitive Analysis, CRM, Budgets, Organizational..., Integration, Project Planning, Software Project..., SharePoint
Education
University of New Orleans
Bachelor's, Business Management
Milliman November 2012 - Present
Consultant December 2011 - November 2012
1st Global November 1999 - November 2011
IPS Advisors August 1998 - September 1999
Principal Financial Securities, Inc. January 1994 - May 1998
Skills
Certified Project..., Business Process..., Process Development, Operations Management, Financial Sector, Insurance, Process Automation, SDLC, Team Leadership, Process Mapping, Business Analysis, Financial Management, Resource Management, Document Management, Vendor Management, Requirements Analysis, Change Management, Strategic Planning, Financial Services, PMO, Analysis, Marketing, Program Management, Managerial Finance, Cross-functional Team..., Process Improvement, MS Project, Leadership, Product Management, Portfolio Management, Project Portfolio..., PMP, Business Process Mapping, Business Intelligence, Management, Visio, Process Simulation, Software Development, Team Building, Project Management, Risk Management, Business Process, Competitive Analysis, CRM, Budgets, Organizational..., Integration, Project Planning, Software Project..., SharePoint
Education
University of New Orleans
Bachelor's, Business Management
Kermit Gable, CFP® Kermit Gable, CFP®'s IPS Advisors Experience February 2006 - August 2009
Job Providing Collaborative Wealth Management for Professionals and Military Personnel in the DallasFort Worth Area
Industry Investment Management
Experience
Fidelis Financial Services February 2012 - Present
U.S. Army 2009 - Present
BrokersXpress August 2009 - January 2012
IPS Advisors February 2006 - August 2009
MetLife January 1990 - February 2006
Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Fixed Annuities, Series 7, Retirement Planning, Insurance, Mutual Funds, Strategic Planning, Risk Management, Disability Insurance, Portfolio Management, Army, Security Clearance, Command, Operational Planning, Wealth Management, Finance, Securities, Leadership, Military, Military Operations, Investment Strategies, Asset Allocation, FINRA, Financial Services
Education
Excelsior College
Bachelor of Science (B.S.)
The American College
Fidelis Financial Services February 2012 - Present
U.S. Army 2009 - Present
BrokersXpress August 2009 - January 2012
IPS Advisors February 2006 - August 2009
MetLife January 1990 - February 2006
Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Fixed Annuities, Series 7, Retirement Planning, Insurance, Mutual Funds, Strategic Planning, Risk Management, Disability Insurance, Portfolio Management, Army, Security Clearance, Command, Operational Planning, Wealth Management, Finance, Securities, Leadership, Military, Military Operations, Investment Strategies, Asset Allocation, FINRA, Financial Services
Education
Excelsior College
Bachelor of Science (B.S.)
The American College
Patrick J. Flanagan Patrick J. Flanagan's IPS Advisors Experience November 2009 - February 2011
Job Medicus Insurance Company
Industry Insurance
Experience
Medicus Insurance Company February 2012 - Present
Capitol Wealth Strategies February 2011 - February 2012
IPS Advisors November 2009 - February 2011
National Financial Partners July 2006 - October 2009
Skills
Medical Malpractice..., Professional Liability..., Medical Malpractice, Professional Liability, Property & Casualty..., Marketing, Mergers & Acquisitions, Commercial Insurance, Retirement, Insurance, Estate Planning, Sales, Disability Insurance, Accident, Strategic Planning, Liability, Underwriting, Risk Management, Negotiation, New Business Development
Education
Maastricht University 2001 — 2001
International Marketing, International Business - Summer Semester
Xavier University - Williams College of Business 1997 — 2001
B.S., Marketing
Loyola Academy 1994 — 1997
Medicus Insurance Company February 2012 - Present
Capitol Wealth Strategies February 2011 - February 2012
IPS Advisors November 2009 - February 2011
National Financial Partners July 2006 - October 2009
Skills
Medical Malpractice..., Professional Liability..., Medical Malpractice, Professional Liability, Property & Casualty..., Marketing, Mergers & Acquisitions, Commercial Insurance, Retirement, Insurance, Estate Planning, Sales, Disability Insurance, Accident, Strategic Planning, Liability, Underwriting, Risk Management, Negotiation, New Business Development
Education
Maastricht University 2001 — 2001
International Marketing, International Business - Summer Semester
Xavier University - Williams College of Business 1997 — 2001
B.S., Marketing
Loyola Academy 1994 — 1997
Sarah Johnston Sarah Johnston's IPS Advisors Experience 2009 - 2011
Job Hospitality Manager
Industry Entertainment
Experience
Topgolf June 2014 - Present
Topgolf October 2012 - June 2014
Topgolf April 2011 - October 2012
IPS Advisors 2009 - 2011
Skills
Customer Service, Social Media, Event Management, Leadership, Social Networking, Microsoft Excel, Sales, Social Media Marketing, Public Relations, Team Building, Training
Education
Austin College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Topgolf June 2014 - Present
Topgolf October 2012 - June 2014
Topgolf April 2011 - October 2012
IPS Advisors 2009 - 2011
Skills
Customer Service, Social Media, Event Management, Leadership, Social Networking, Microsoft Excel, Sales, Social Media Marketing, Public Relations, Team Building, Training
Education
Austin College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jay C. Lewis, CLU's IPS Advisors Experience 2009 - December 2012
Job Insurance Portfolio Management
Industry Insurance
Experience
Geer Financial Services, LLC January 2013 - Present
IPS Advisors 2009 - December 2012
Northwestern Mutual Financial Network 2004 - 2009
Business & Decision 2001 - 2004
Accenture 1999 - 2002
Texas House of Representatives 1998 - 1999
NASA Johnson Space Center 1996 - 1997
Skills
Risk Management, Estate Planning, Insurance, Life Insurance, Employee Benefits, Business Planning, Disability Insurance, Long-term Care, Fixed Annuities, High Net Worth..., Succession Planning, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
BBA Marketing & Government
Universidad de Salamanca - Spain
Intensive Spanish Culture and Language Study Abroad Program
The American College
CLU, Chartered Life Underwriter
Geer Financial Services, LLC January 2013 - Present
IPS Advisors 2009 - December 2012
Northwestern Mutual Financial Network 2004 - 2009
Business & Decision 2001 - 2004
Accenture 1999 - 2002
Texas House of Representatives 1998 - 1999
NASA Johnson Space Center 1996 - 1997
Skills
Risk Management, Estate Planning, Insurance, Life Insurance, Employee Benefits, Business Planning, Disability Insurance, Long-term Care, Fixed Annuities, High Net Worth..., Succession Planning, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
BBA Marketing & Government
Universidad de Salamanca - Spain
Intensive Spanish Culture and Language Study Abroad Program
The American College
CLU, Chartered Life Underwriter
Rod Sager, CLU's IPS Advisors Experience January 1980 - Present
Job Owner & Managing Principal, IPS Advisors, Inc.
Industry Financial Services
Experience
IPS Advisors January 1980 - Present
Education
University of Missouri-Columbia
Bachelor of Science
IPS Advisors January 1980 - Present
Education
University of Missouri-Columbia
Bachelor of Science
Scott Valencia Scott Valencia's IPS Advisors Experience March 2009 - Present
Job Associate Producer at IPS Advisors
Industry Staffing and Recruiting
Experience
IPS Advisors March 2009 - Present
ScottSearch March 2008 - March 2009
Green Light Communication September 2006 - March 2008
Lone Star Valet May 2005 - August 2007
Education
Richland Community College 2005 — 2008
University of Colorado Boulder 2003 — 2005
IPS Advisors March 2009 - Present
ScottSearch March 2008 - March 2009
Green Light Communication September 2006 - March 2008
Lone Star Valet May 2005 - August 2007
Education
Richland Community College 2005 — 2008
University of Colorado Boulder 2003 — 2005
Nikole Speck's IPS Advisors Experience February 2014 - Present
Job Client Advocate IPS Advisors
Industry Insurance
Experience
IPS Advisors February 2014 - Present
Skills
Office Management, Administrative..., Data Entry, File Management, Event Planning, Microsoft Office, Travel Arrangements, Calendaring, 10 Key, Multi-line Phone, Customer Service, Office Administration, Spreadsheets, Confidentiality, Office Equipment, Filing, Appointment Scheduling, Receptionist Duties, Outlook, Telephone Skills, Microsoft Excel, Time Management, Invoicing, Fax, Calendars, Supplies, Expense Reports, Meeting Scheduling, Executive Level..., Process Scheduler, QuickBooks, Expenses, Executive Support, Executive..., Medical Transcription, Administrative..., Management, Health Insurance, Insurance
Education
Collin County Community College
IPS Advisors February 2014 - Present
Skills
Office Management, Administrative..., Data Entry, File Management, Event Planning, Microsoft Office, Travel Arrangements, Calendaring, 10 Key, Multi-line Phone, Customer Service, Office Administration, Spreadsheets, Confidentiality, Office Equipment, Filing, Appointment Scheduling, Receptionist Duties, Outlook, Telephone Skills, Microsoft Excel, Time Management, Invoicing, Fax, Calendars, Supplies, Expense Reports, Meeting Scheduling, Executive Level..., Process Scheduler, QuickBooks, Expenses, Executive Support, Executive..., Medical Transcription, Administrative..., Management, Health Insurance, Insurance
Education
Collin County Community College
Bridget Black, CPC, CTS's IPS Advisors Experience November 2007 - June 2010
Job Thunderstruck Energy/The Basic Power Unit
Industry Consumer Goods
Experience
Thunderstruck Energy August 2014 - Present
Viva Beverages February 2011 - December 2011
Triance June 2010 - February 2011
IPS Advisors November 2007 - June 2010
ScottSearch LLC February 2001 - March 2009
New Data Strategies May 1999 - February 2001
Skills
Hiring, Consulting, Business Strategy, Talent Management, Temporary Placement, Sales Operations, Strategic Planning, Talent Acquisition, Sales, Insurance, Customer Retention, Time Management, Networking, Recruiting, Management, Corporate Communications, Employee Benefits, ITIL, Staff Development, Healthcare, Executive Management, Team Building, Information Technology, Business Networking, Competitive Analysis, Marketing, Business Development, Start-ups, Temporary Staffing, Product Marketing, Sales Management, Project Management, Marketing Strategy, Customer Service, Salesforce.com, Staff Augmentation, Entrepreneurship, CRM, Strategic Partnerships, Staffing Services, Strategy, Business Planning, Vendor Management, Leadership, Social Networking, Cross-functional Team..., Operations Management, Process Improvement, Training, Management Consulting
Education
Texas Tech University 1991 — 1997
None
Big Spring High School 1987 — 1991
Thunderstruck Energy August 2014 - Present
Viva Beverages February 2011 - December 2011
Triance June 2010 - February 2011
IPS Advisors November 2007 - June 2010
ScottSearch LLC February 2001 - March 2009
New Data Strategies May 1999 - February 2001
Skills
Hiring, Consulting, Business Strategy, Talent Management, Temporary Placement, Sales Operations, Strategic Planning, Talent Acquisition, Sales, Insurance, Customer Retention, Time Management, Networking, Recruiting, Management, Corporate Communications, Employee Benefits, ITIL, Staff Development, Healthcare, Executive Management, Team Building, Information Technology, Business Networking, Competitive Analysis, Marketing, Business Development, Start-ups, Temporary Staffing, Product Marketing, Sales Management, Project Management, Marketing Strategy, Customer Service, Salesforce.com, Staff Augmentation, Entrepreneurship, CRM, Strategic Partnerships, Staffing Services, Strategy, Business Planning, Vendor Management, Leadership, Social Networking, Cross-functional Team..., Operations Management, Process Improvement, Training, Management Consulting
Education
Texas Tech University 1991 — 1997
None
Big Spring High School 1987 — 1991
Jason Wolcott's IPS Advisors Experience January 2004 - March 2011
Job Controller at Venturity Financial Partners
Industry Insurance
Experience
Venturity Financial Partners December 2012 - Present
Venturity Financial Partners March 2011 - December 2012
IPS Advisors January 2004 - March 2011
Skills
Accounting, General Ledger, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Accounts Payable, Accounts Receivable, Auditing, Strategic Financial..., Payroll, Microsoft Excel, Bookkeeping, Financial Modeling
Education
The University of Texas at Dallas 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Business/Management
Texas Tech University - Rawls College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Business/Management
Venturity Financial Partners December 2012 - Present
Venturity Financial Partners March 2011 - December 2012
IPS Advisors January 2004 - March 2011
Skills
Accounting, General Ledger, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Accounts Payable, Accounts Receivable, Auditing, Strategic Financial..., Payroll, Microsoft Excel, Bookkeeping, Financial Modeling
Education
The University of Texas at Dallas 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Business/Management
Texas Tech University - Rawls College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Business/Management
Stacey Farrell's IPS Advisors Experience January 2006 - Present
Job Senior Marketing Assistant at IPS Advisors
Industry Insurance
Experience
IPS Advisors January 2006 - Present
Brinson Benefits January 2005 - December 2005
Inginix Systems Corp November 2003 - December 2004
Advance Photographics December 2002 - November 2003
PSA Pics December 2002 - November 2003
Xtreme Action Photography August 2001 - December 2002
Hitachi Consulting September 2001 - June 2002
Tactica Technology Group September 2001 - June 2002
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Disability Insurance, Benefits Administration, Strategic Planning, Claim, Risk Management, Account Management, Customer Service, Marketing, Term Life Insurance, Healthcare, COBRA
Education
The University of Texas at Austin 1997 — 2001
BBA, Management Information Systems
IPS Advisors January 2006 - Present
Brinson Benefits January 2005 - December 2005
Inginix Systems Corp November 2003 - December 2004
Advance Photographics December 2002 - November 2003
PSA Pics December 2002 - November 2003
Xtreme Action Photography August 2001 - December 2002
Hitachi Consulting September 2001 - June 2002
Tactica Technology Group September 2001 - June 2002
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Disability Insurance, Benefits Administration, Strategic Planning, Claim, Risk Management, Account Management, Customer Service, Marketing, Term Life Insurance, Healthcare, COBRA
Education
The University of Texas at Austin 1997 — 2001
BBA, Management Information Systems
Charlotte Starks's IPS Advisors Experience April 2014 - Present
Job Senior Marketing Assistant at IPS
Industry Insurance
Experience
IPS Advisors April 2014 - Present
IPS Advisors January 2000 - June 2012
National Life of Vermont 1995 - 2000
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Healthcare, Managed Care, Life Insurance, COBRA, Marketing, Disability Insurance, Recruiting, Health Savings Accounts, Health Care Reform, Long-term Care, Underwriting, Brokers, 401k, New Business Development, Whole Life, Fixed Annuities, Universal Life, Term Life Insurance, Retirement, Medicare, Employee Wellness, Accident, Critical Illness
Education
Art Institute of Houston 1980 — 1982
Associates Degree, Commerical Art
IPS Advisors April 2014 - Present
IPS Advisors January 2000 - June 2012
National Life of Vermont 1995 - 2000
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Healthcare, Managed Care, Life Insurance, COBRA, Marketing, Disability Insurance, Recruiting, Health Savings Accounts, Health Care Reform, Long-term Care, Underwriting, Brokers, 401k, New Business Development, Whole Life, Fixed Annuities, Universal Life, Term Life Insurance, Retirement, Medicare, Employee Wellness, Accident, Critical Illness
Education
Art Institute of Houston 1980 — 1982
Associates Degree, Commerical Art
Clarke Stavinoha's IPS Advisors Experience October 2007 - December 2011
Job Associate at Baker Botts
Industry Legal Services
Experience
Baker Botts September 2014 - Present
Baker Botts September 2013 - May 2014
Dentons July 2013 - August 2013
Baker Botts May 2013 - July 2013
HealyPartners December 2011 - May 2013
IPS Advisors October 2007 - December 2011
Skills
Registered Patent Agent
Education
Southern Methodist University Dedman School of Law 2010 — 2014
J.D., Law
The University of Texas at Dallas 2009 — 2010
MS, Biotechnology
The University of Texas at Austin 2003 — 2007
Bachelor of Arts (BA), Biology
Baker Botts September 2014 - Present
Baker Botts September 2013 - May 2014
Dentons July 2013 - August 2013
Baker Botts May 2013 - July 2013
HealyPartners December 2011 - May 2013
IPS Advisors October 2007 - December 2011
Skills
Registered Patent Agent
Education
Southern Methodist University Dedman School of Law 2010 — 2014
J.D., Law
The University of Texas at Dallas 2009 — 2010
MS, Biotechnology
The University of Texas at Austin 2003 — 2007
Bachelor of Arts (BA), Biology
Bandel Kite's IPS Advisors Experience February 2011 - June 2012
Job Golden Falls Properties, LP
Industry Real Estate
Experience
Golden Falls Properties, LP April 2012 - Present
IPS Advisors February 2011 - June 2012
SandRidge Energy May 2010 - October 2010
Olson Neaves & Company, P.C. May 2009 - May 2010
Capital West Securities, Inc. August 2007 - March 2009
Quest Resource Corporation January 2007 - July 2007
Olson, Neaves and Company December 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Finance, Accounting, Investments, Tax, Tax Preparation, Tax Accounting, Business Valuation, Business Development, Accounts Payable, Microsoft Excel
Education
Oklahoma City University 2009 — 2010
MSA, Leadership in Accounting
Oklahoma City University 2005 — 2006
MBA, Finance
Oklahoma City University 2002 — 2005
BS, Accounting
Golden Falls Properties, LP April 2012 - Present
IPS Advisors February 2011 - June 2012
SandRidge Energy May 2010 - October 2010
Olson Neaves & Company, P.C. May 2009 - May 2010
Capital West Securities, Inc. August 2007 - March 2009
Quest Resource Corporation January 2007 - July 2007
Olson, Neaves and Company December 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Finance, Accounting, Investments, Tax, Tax Preparation, Tax Accounting, Business Valuation, Business Development, Accounts Payable, Microsoft Excel
Education
Oklahoma City University 2009 — 2010
MSA, Leadership in Accounting
Oklahoma City University 2005 — 2006
MBA, Finance
Oklahoma City University 2002 — 2005
BS, Accounting
Tammy Woodman's IPS Advisors Experience April 2014 - Present
Job Defined Contribution Consultant at IPS Advisors
Industry Investment Management
Experience
IPS Advisors April 2014 - Present
FranFund May 2011 - April 2014
CecilCo July 2008 - May 2011
Ascensus 1998 - 2004
Skills
401k, Defined Benefit, Retirement, Benefits Administration, Executive Pay, Relationship Management, Employee Benefits, Funding, ESOP, Insurance, Financial Services
Education
Villanova University 1994 — 1996
Masters, Mathematics
Bloomsburg University of Pennsylvania 1989 — 2003
Bachelor of Science (B.S.), Secondary Education and Teaching-Mathematics
IPS Advisors April 2014 - Present
FranFund May 2011 - April 2014
CecilCo July 2008 - May 2011
Ascensus 1998 - 2004
Skills
401k, Defined Benefit, Retirement, Benefits Administration, Executive Pay, Relationship Management, Employee Benefits, Funding, ESOP, Insurance, Financial Services
Education
Villanova University 1994 — 1996
Masters, Mathematics
Bloomsburg University of Pennsylvania 1989 — 2003
Bachelor of Science (B.S.), Secondary Education and Teaching-Mathematics
Brittney Seals's IPS Advisors Experience May 2012 - Present
Job Client Advocate/Retirement Plan Specialist at IPS Advisors
Industry Insurance
Experience
IPS Advisors May 2012 - Present
Abercrombie & Fitch January 2012 - May 2012
Texas A&M University 2009 - 2011
Greenberg Traurig, LLP 2007 - 2008
JONES DAY® June 2007 - August 2007
Skills
Insurance, Customer Service, Life Insurance, Disability Insurance, Microsoft Excel, Recruiting, Microsoft Office, PowerPoint, Leadership
Education
Texas A&M University 2008 — 2011
Bachelor of Arts (B.A.)
IPS Advisors May 2012 - Present
Abercrombie & Fitch January 2012 - May 2012
Texas A&M University 2009 - 2011
Greenberg Traurig, LLP 2007 - 2008
JONES DAY® June 2007 - August 2007
Skills
Insurance, Customer Service, Life Insurance, Disability Insurance, Microsoft Excel, Recruiting, Microsoft Office, PowerPoint, Leadership
Education
Texas A&M University 2008 — 2011
Bachelor of Arts (B.A.)
Beneta Boles's IPS Advisors Experience May 1999 - May 2005
Job
Industry Insurance
Experience
Gallagher Benefit Services July 2008 - Present
Leggette Actuarial Services June 2005 - June 2007
IPS Advisors May 1999 - May 2005
Skills
Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Employee Benefits, Exceptional People..., Problem Solving, Superior Work Ethic, Insurance, Health Insurance, Disability Insurance
Education
Navarro College 2006 — 2007
General Studies
Gallagher Benefit Services July 2008 - Present
Leggette Actuarial Services June 2005 - June 2007
IPS Advisors May 1999 - May 2005
Skills
Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Employee Benefits, Exceptional People..., Problem Solving, Superior Work Ethic, Insurance, Health Insurance, Disability Insurance
Education
Navarro College 2006 — 2007
General Studies