IPI WEALTH MANGEMENT - Key Persons
Job Titles:
- Front Office Coordinator Quincy, IL
Job Titles:
- Office Manager Macomb, IL
Dave has worked in the financial services industry for over two decades. He has experience in areas such as financial planning, investments, taxes and corporate trusts. He holds a B.A. degree in Business Administration from Taylor University and an M.B.A. from Queens University. He is a Certified Financial Planner™ practitioner and is licensed in securities and insurance. He is also an Investment Advisor Representative.
Prior to his current work with IPI, Dave was responsible for mutual fund due diligence as well as 529 and 401(k) recommendations in his position of Manager of Investment Research at MEDIQUS Asset Advisors. He also wrote financial plans and executed trades in equities, fixed income and mutual funds.
Dave has a passion for serving clients through applying his analytical background and helping clients achieve their financial goals and dreams. As an independent advisor, he is able to do what is best for the client in choices of tools, products and platforms.
Job Titles:
- Financial Operations Quincy, IL
Job Titles:
- Client Service Coordinator Neenah, WI
Job Titles:
- Associate Wealth Advisor Quincy, IL
Job Titles:
- Registered Assistant Alton, IL
Job Titles:
- Director of Marketing, Events & Communication
Job Titles:
- Macomb, IL
- Member of the Morning Centennial Rotary
Julie-Anne has been a member of the Morning Centennial Rotary club since 2008, serving as Youth Exchange Counselor, International chair and President. She has also served as President of the Macomb Food Coop, board member of Big Brother's Big Sisters, Altrusa, Performing Arts Society and the Macomb Police Pension Board.
Job Titles:
- Business Owner
- Dallas, TX
Lora Hoff is a business owner who delights in making a positive impact in the lives of others. She has been operating her own wealth management firm for the last 20 years. Prior to this, she worked for several years of in banking & trust which gave her unusual insight to bring the tax and investment strategies utilized by Fortune 500 companies to her individual clients. She has an impressive track record and a great reputation for success.
Lora's specialty is working with business owners who need individual financial planning and the extensive planning necessary to address every need of their business in a coordinated and efficient manner, from business continuation and succession to employee benefit programs. Integrated into each client's planning are the themes of wealth accumulation, tax efficiency, asset preservation and wealth transfer strategies. She also helps clients limit their tax liability and tax burden across various business entities through careful, customized, asset protection strategies.
Lora has been recognized numerous times as one of the Dallas/Fort Worth Five Star Wealth Managers by Texas Monthly Magazine *, as well as in The Wall Street Journal. She is a member of the Financial Planning Association and on the DFW FPA Pro-Bono Committee. Lora is also on the DFW FPA Media team and is an occasional contributor for The Dallas Morning News and it's financial blog as well as being quoted in numerous national financial publications.
Away from work, Lora enjoys spending time with her husband, three sons, and her cat, Templeton at their home in Plano, Texas. She is also a voracious reader and whenever possible she loves traveling to cultural and historical locales.
Job Titles:
- Advisory & Operations Associate
Job Titles:
- Senior Operations Principal
Job Titles:
- Senior Associate Wealth Advisor Alton, IL
Job Titles:
- Client Service Specialist Quincy, IL