Broker Check

Meet Our Team

The Proactive Financial Team

Meet the finance professionals at Innovative Premier Financial Services. We believe in staying one step ahead. Our forward-thinking approach to financial planning empowers you to visualize and pursue your goals and anticipate changes or challenges before they arise. Whether it’s preparing for market shifts, navigating inflation, optimizing tax strategies, or helping ensure your investments align with your future, we take the initiative so you can stay focused on what matters most.

David Frank

David Frank

CEO, Managing Partner, Financial Advisor

Learn more
Lady Kate Frank

Lady Kate Frank

President, Managing Partner, Financial Advisor

Learn more
Thomas Stephens*

Thomas Stephens*

Author, Retired Financial Consultant

Learn more
Kristin Cossette<br/>

Kristin Cossette

Director of Operations

Learn more

Jim Kidwell, CLU*

SVP of Relationship Management

Learn more
Nick Honsberg

Nick Honsberg

Sales Associate

Learn more
Sari Frank*

Sari Frank*

Financial Representative

Learn more
Steve Biermann

Steve Biermann

Marketing Partner

Learn more
Raymond Stiles*

Raymond Stiles*

Financial Representative

Learn more
Laura Fisher *

Laura Fisher *

Financial Representative

Learn more
Tracey Perkins*

Tracey Perkins*

Financial Representative

Learn more
Ronnie Rodes

Ronnie Rodes

In Memorium

Learn more
Jim Strenger*

Jim Strenger*

Financial Representative

Learn more
Robert Lewis*

Robert Lewis*

Financial Representative

Learn more

Have a Question?

Thank you!
Oops!

*The above named individuals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera or its registered representatives. 

Who We Work With

We specialize in crafting personalized income, investment, and retirement plans for business owners and affluent families in the medical and oil industries.

Clients We Serve

Our Approach

Our tax-smart strategies and forward-thinking financial plans, coupled with integrity and team-focused service, create trusted, lasting partnerships.

Explore Our Approach

Contact Us

Get in touch today to explore how our team-focused approach and custom financial strategies can help you build long-term security.

Connect With Us