Producers
Richard (Dick) Bass
A founding member of the firm in 1978, Dick has over 39 years experience in the industry. His knowledge, industry involvement and commitment to service has benefited the owners and executives of closely held businesses with cutting edge techniques and strategic planning, helping them achieve their individual goals and objectives. He has been an active member of the industry serving on the Board of the Dallas Association of Life Underwriters and is a Qualified and Life member of the Million Dollar Roundtable where he served as Chairman of the Program General Arrangement for the 1991 MDRT meeting.
Education:
Louisiana Tech University, Bachelor of Arts
Years of Experience:
In the Insurance Industry since 1968
Memberships:
Million Dollar Roundtable; Life Member Top of the Table; Qualifying Member
Dallas Association Life Underwriters; Board Member
National Association of Life Underwriters - Dallas
Dallas Estate Planning Council
Phone: 214.443.2401
Fax: 214.443.2424
E-mail: dbass@ipsadvisors.com
Contact: Karen Pringle
Phone: 214.443.2415
Tom Burke, CLU, ChFC, CFP, LIC
Tom is the Director of Non-Qualified Plans / Deferred Compensation Practice for IPS Advisors, Inc. A 35-year veteran of the industry, Tom began his career with Cigna in 1970, where he eventually was head of the Qualified Retirement Plan Administration unit. He left Cigna in 1977, and formed T.W. Burke & Associates a firm specializing in non-qualified retirement plan implementation. In 1990, T.W. Burke & Associates merged into Hefner & Associates, Inc. Tom was named President of Hefner & Associates, Inc. in 1993. In 1994, he completed a successful leveraged buy-out of Hefner & Associates, Inc. Tom is a frequent speaker for various trade and professional organizations including, University of Texas, Texas Society of CPAs, Continuing Legal Education Center, Continuing Accounting Education Center, American Society of Chartered Life Underwriters and the Society of Financial Planning Professionals. He is a Life Member of the Million Dollar Round Table and a Court of the Table Qualifying Member. Burke has a B.S. from St Joseph’s College. He has been listed in the 2007 Edition of Who’s Who in the World.
Education:
St. Joseph University, Bachelor of Science
Years of Experience:
In the Insurance Industry since 1972
Professional Accreditations:
Charted Life Underwriter
Chartered Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
Licensed Insurance Consultant
Registered Representative - NFP Securities, Inc.
Group I Life and Health License
Memberships:
Million Dollar Round Table; Life Member Court of the Table; Qualifying Member Society of Financial Planning Professionals
Financial Planners Association
American Society of Pension Actuaries
Association of Advanced Life Underwriters
Phone: 214.292.4105
Fax: 214.443.2424
E-mail: tburke@ipsadvisors.com
Kevin Cate
Kevin's responsibilities include analysis and implementation of health and welfare benefit plans for midsize and large customers. He has been creating insurance solutions in this market, since 1996. His efforts allow clients to provide competitive benefits to their employees.
Education:
Westminster College, Bachelor of Arts, Finance and Economics
Honors Graduate
Years of Experience:
Insurance Industry since 1996
Professional Accreditations:
Group I Life and Health License
Registered Representative with NFP Securities, Inc.
Memberships:
Dallas Association of Health Underwriters
Texas Association of Health Underwriters
National Association of Health Underwriters
Phone: 214.525.3898
Fax: 214.443.2424
E-mail: kcate@ipsadvisors.com
Clair G. Crossland, CLU, ChFC
Clair began his career in 1972 and offers in-depth experience helping individuals and families evaluate their present financial position and refine financial goals. He develops and monitors plans that help clients achieve their goals with emphasis on retirement distributions and multi-generational planning. An alumnus of Southern Methodist University, Crossland is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Professional Achievement in Continuing Education (PACE) participant. He is a Board Member and Past Chairman of the Foundation of National Association of Insurance and Financial Advisors (NAIFA) in Dallas, and Past President of the Society of Financial Services Professionals in Dallas. He is also a member of the Dallas Estate Planning Council and the National Association of Insurance and Financial Advisors.
Education:
Southern Methodist University, Bachelor of Business Administration
Years of Experience:
In the Financial Planning Industry since 1972
Professional Accreditations:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Registered Securities Principal - NFP Securities, Inc.
Memberships:
Society of Financial Service Professionals; Past President - Dallas Chapter
National Association of Insurance and Financial Advisors; Past Board Member - Dallas Chapter
Dallas Estate Planning Council; Past Board Member
The Foundation of NAIFA; Past Chairman & Current Board Member - Dallas Chapter
City of University Park; Employee Benefits Advisory Committee
Highland Park UMC; Community Ministries Work Area; Past Chairman
Phone: 214.292.4121
Fax: 214.443.2424
E-mail: ccrossland@ipsadvisors.com
Gary Fegley, CFP, ChFC, CLU, IAR
Located in Austin, Gary began his career in the financial services business in 1969. He has been involved in all aspects of Investments, Insurance and Employee Benefits and is a Registered Investment Advisor and General Securities Principal. His deep understanding of Corporate and the Personal Financial Planning processes allows him to provide outstanding advice to clients. Prior to joining IPS Advisors, Gary was a founder and CEO of NFP Securities, Inc. and NFPSI Registered Investment Advisors. He is a board member of Austin Smiles, a member of the Financial Planning Association and AALU. Investment Advisor Representative / General Securities Principal - NFP Securities, Inc.
Years of Experience:
In the Insurance Industry since 1969
Professional Accreditations:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Memberships:
Association for Advanced Life Underwriting (AALU)
The Financial Planning Association
National Association of Insurance and Financial Advisors (NAIFA)
Phone: 512.275.0187
Fax: 512.328.8969
E-mail: gfegley@ipsadvisors.com
Kermit Gable, CFPTM, AIF
In the field of Insurance and Financial Services since 1989, Kermit offers a high level of expertise and professionalism in the areas of insurance and retirement planning as well as wealth creation and preservation. He is recognized for his ability to offer creative and innovative solutions to help meet the specialized and complex needs of his clients. As a veteran of the United States Army, Kermit exemplifies the tradition of honor, respect and integrity in his everyday business practice. These values are the backbone of his practice. Kermit obtained his Certified Financial Planner (CFPTM) certification from the Certified Financial Planner Board of Standards, Inc. He is an active member of the Dallas-Fort Worth Chapter of the Financial Planning Association.
Education:
Northwestern State University, Bachelor of Science
Years of Experience:
In the Insurance Industry since 1989
Professional Accreditations:
Group I Life and Health License
Registered Representative with NFP Securities, Inc.
CERTIFIED FINANCIAL PLANNERTM
Memberships:
Financial Planning Association National Association of Insurance and Financial Planning
Phone: 214.443.2422
Fax: 214.443.2424
E-mail: kgable@ipsadvisors.com
Jay Huminsky, RHU, REBC
Jay has been sharing his experience in group benefits working with large clients and Alternative Funding since 1986. His experience includes: Negotiating Stop Loss and Reinsurance Contracts, Compliance Review, Benefit Cost Funding Analysis, Budget Forecasting and Employee Benefit Communications.
Education:
Purdue University, Bachelor of Science
Years of Experience:
In the Insurance Industry since 1986
Professional Accreditations:
Registered Health Underwriter (RHU)
Registered Employee Benefit Consultant (REBC)
Group I Life & Health License
Memberships:
Dallas Association of Health Underwriters; Past President
Texas Association of Health Underwriters
National Association of Health Underwriters
National Center for Policy Analysis
Phone: 214.443.2486
Fax: 214.443.2424
E-mail: jhuminsky@ipsadvisors.com
Dale Scofield, CRPC®
Mr. Scofield brings a wide array of financial planning and insurance experience to IPS Advisors, including an extensive background in comprehensive planning with an emphasis on estate, income and wealth transfer strategies. He was instrumental in assisting clients to assess their needs for current and future protection requirements, transfer strategies and any estate planning needs. As a Certified Retirement Planning Counselor (CRPC®) he assisted clients with retirement strategies and affective income and gifting distributions. Mr. Scofield is currently focused on Estate Planning, Life Insurance Portfolio Management and Wealth transfer strategies. Mr. Scofield is a Louisiana native and is active as a Dallas Estate Planning Council member and a volunteer with various community and spiritual groups throughout Dallas, TX.
Education:
Louisiana State University, Bachelor of Science, Finance
Experience:
Estate & Succession Planning
Insurance Funding / Wealth Transfer
Comprehensive Financial Planning
Retirement Planning Specialist
Professional Accreditations:
Certified Retirement Planning Counselor - CRPC®
Group 1 Life and Health License
Securities/Planning Licensed
Phone: 214.443.2481
Fax: 214.443.2424
E-mail: dscofield@ipsadvisors.com
Bridget Scott, CPC, CTS
Bridget's specialty is complimentary to the NFP Human Capital Solutions package with the understanding of hiring initiatives. Her role is to provide solutions and build a custom plan of action for each client to ensure a high level of customer service. Bridget is an excellent resource to help you understand your recruiting needs at all levels.
Education:
Texas Tech University
Years of Experience:
In the Human Resources Solutions (Recruiting) Industry since 1998
Professional Accreditations:
Certified Personnel Consultant (CPC)
Certified Temporary Staffing (CTS)
Memberships:
Metroplex Association of Personnel Consultants (Board Member 2007/2008) – (MAPC)
American Marketing Association (Board Member 2004) – (AMA)
National Association of Personnel Consultants – (NAPS)
Texas Association of Personnel Consultants – (TAPC)
Society of Executive Recruiters Council – (SERC)
Independent Recruiters Group – (IRG)
Phone: 214.261.4664
Fax: 214.443.2424
E-mail: bscott@ipsadvisors.com
Justin Scott
Since 1997, Justin has focused his career on HR/Benefits. He specializes in the middle market area. His ability to carve out a custom non-market driven plan to suit each individual client’s needs makes him an invaluable resource. Justin is particularly experienced in helping medium to large size businesses with combating the increasing costs of Healthcare.
Education:
University of North Texas
Years of Experience:
In the Human Resources and Benefits Industry since 1997
Professional Accreditations:
Group I Life and Health License
Memberships:
Dallas Association of Health Underwriters
Texas Association of Health Underwriters
National Association of Health Underwriters
Phone: 214.443.2408
Fax: 214.443.2424
E-mail: jscott@ipsadvisors.com
Gary W. Stallard, CLU
Gary is affiliated with IPS Advisors, Inc. through Stallard Financial Strategies, Inc., an NFP acquired firm. Since 1979, Gary has focused his career on Executive Benefits Planning and consulting with private and public companies. Gary brings tremendous experience and expertise to corporate clients in the areas of Estate Liquidity Planning, Executive Supplemental Benefit Plans, Non-Qualified Deferred Compensation Plans and Executive Group Life Carve-Out Plans. He is an active member of numerous industry organizations such as Million Dollar Round Table and Top of the Table.
Education:
University of Texas at Austin, Bachelor of Business Administration - Finance and Economics
University of Utah, Masters of Business Administration - Finance
Years of Experience:
In the Executive Benefits Industry since 1979
Professional Accreditations:
Group I Life & Health License
CharterLife Underwriter (CLU)
Limited Registered Representative license
UniformSecuritiesAgentState Law license
Registered Representative with NFP Securities, Inc.
Memberships:
Dallas Chapter; National Association of Insurance and Financial Advisors
Dallas Estate Planning Council
Dallas Chapter; Society of Financial Service Professionals
Million Dollar Round Table - Top of the Table
Association for Advanced Life Underwriting (AALU)
Contact:
Paula Call, Marketing Assistant
Phone: 214-443-2403
Fax: 214-443-2424
E-mail: pcall@ipsadvisors.com
Phone: 214.443.2484
Fax: 214.443.2424
E-mail: gstallard@ipsadvisors.com
