The IPA Team

About Us

 

Our exceptional team is the lifeblood of our business. We take the time to explain how financial advisors are compensated and provide the pros and cons in language that you can understand, so you can make the best decision for you and your family. Our desire is to work with our clients through the years in helping them achieve their financial goals. We live by our four core values of Compassion, Integrity, Independence, and Commitment.

Meet Our TeamJoin Our Team

01. Compassion

Caring about the dreams and goals of those we serve.

02. Integrity

Honesty, fairness and ethics are the foundation of our firm.

03. Independence

Using our years of experience to provide objective, unbiased advice – guided by faith.

04. Commitment

We are dedicated to the success of our client’s financial journey.

Value to You

Mission Statement

Our Mission is to partner with our clients on their lifelong financial journey, providing honest and objective advice. We dedicate ourselves to educate, guide and serve as our clients strive for financial success and peace of mind.

A Team of Professionals

Our Team Members

Patrick Paxton

Patrick Paxton

Managing Director & Financial Planner

Wendy Paxton

Wendy Paxton

Operations Manager

Ken Bellavance

Ken Bellavance

Financial Planner

Andrew Castleberry

Andrew Castleberry

Financial Planner

Kelsey Fredriksson

Kelsey Fredriksson

Client Coordinator

Danielle Taormina

Danielle Taormina

Associate Financial Planner

Felicia Lane

Felicia Lane

Client Service Representative

Become a Part of the IPA Family

Join Our Team

If you are just beginning your career or have an established practice, we might be able to work together.

If you are interested in starting a career in the financial services. Our firm is growing and is committed to mentoring and training the right people. We have established mentoring program that can assist you in building your business. We will not churn you out the way the larger financial service organizations have been known to do.

If you are looking for a team to join and you have an established practice, we may be able to help. Our goal is to assist experienced advisors in transitioning their business to be part of our firm. If you are passionate about helping people and have the heart of a teacher, we would love to talk to you.