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: Raynie Reizen
Phone: 214.443.2422
Email: rreizen@ipsadvisors.com
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 Planner TM
Licensed Insurance Consultant
Registered Representative and Investment Advisor Representative with 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
Patrick Flanagan
Patrick has been in marketing and consulting for comprehensive employee and executive benefit programs for small and medium size employers since 2006. He develops strategic employee benefit plans for businesses to recruit and retain top human capital. He helps his clients grow their businesses while effectively managing the costs of corporate benefits. Prior to joining IPS Advisors, Patrick was a Senior Marketing Manager with NFP Benefits Partners, a division of NFP. During his time at NFP, he consulted on marketing projects for over 200 employee benefit firms across the country. He is based in Austin, TX and is a member of the Austin Association of Health Underwriters, the Austin Young Chamber of Commerce, and volunteers with the First Tee of Greater Austin Program.
Education:
Xavier University, Bachelor of Science, Marketing
Professional Accreditations:
Goup I Life & Health License
Memberships:
Austin Association of Health Underwriters
Phone: 512.347.9930
Fax: 512.329.2001
E-mail: pflanagan@ipsadvisors.com
Contact: Raynie Reizen
Phone: 214.443.2422
Email: rreizen@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
Jay Lewis
Jay provides clients of IPS Advisors with innovative, relevant solutions for their personal and business needs in the areas of Estate Planning, Business Succession and Executive Compensation. His industry knowledge of risk management allows him to assist business owners with insurance planning, asset and income protection, developing exit strategies while attracting and retaining key employees.
He leads his clients through an integrated planning process designed to assist them in identifying and achieving their personal, financial and business goals, recognize potential risks from an insurance point of view, and reducing, transferring or eliminating those risks through strategic planning for both their business and personal estates.
Prior to joining IPS, Jay spent five years building an estate planning practice affiliated with Northwestern Mutual where he helped design comprehensive financial solutions for executives, professionals and closely-held business owners through risk management, wealth accumulation and wealth preservation.
Mr. Lewis is an active member of several industry organizations such as the Dallas Estate Planning Council and the National Association of Investment and Financial Advisors.
Experience:
Business Succession / Continuation Planning
Executive Compensation
Estate Planning / Wealth Transfer
Education:
University of Texas at Austin, Bachelor of Business Administration
Professional Accreditations:
Goup I Life & Health License
Registered Representative with NFP Securities, Inc.
Candidate for the Chartered Life Underwriter (CLU) designation
Memberships:
National Association of Investment and Financial Advisors
Dallas Estate Planning Council
Million Dollar Round Table Provisional Member; 2008
United Way of Dallas; Volunteer
University of Texas at Austin Alumni; Dallas Texas Exes Past Board Member
Plano City Council Senior Citizens Advisory Board; Past Member
Court Appointed Child Advocate; Past Advocate
Phone: 214.292.4117
Fax: 214.443.2424
E-mail: jlewis@ipsadvisors.com
Contact: Raynie Reizen
Phone: 214.443.2422
Email: rreizen@ipsadvisors.com
Dale Scofield, CLU®, 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 Chartered Life Underwriter (CLU®) and 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
Fixed and Variable Annuity Specialist
Professional Accreditations:
Chartered Life Underwriter - CLU®
Certified Retirement Planning Counselor - CRPC®
Group I Life & Health License
Registered Representative & Investment Advisor representative with NFP Securities, Inc.
Memberships:
Dallas Estate Planning Council
Louisiana State University Alumni Association
Phone: 214.443.2481
Fax: 214.443.2424
E-mail: dscofield@ipsadvisors.com
Contact: Raynie Reizen
Phone: 214.443.2422
Email: rreizen@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 & 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)
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
