Our Staff
The IBA Financial Team
As a dynamic Managing Brokerage Agency, we have been assisting clients achieve their financial goals since 1965.
Founder of IBA Financial, Bob oversees daily activities with emphasis on networking skills and Life Settlements.
In excess of 35 years of experience, Scott specializes in Life Insurance, Long Term Care and Estate Planning. He has noted experience in Buy-Sell Agreements and Business Life Insurance. His attention to detail and customer service has always been his priority.
Jacob manages our Property / Casualty department, as well as offering expertise in Retirement Planning.
As a licensed representative with over thirty years experience, Kathi manages the ongoing operations of Insurance Brokerage Agencies.
With over thirty five years experience, Mikes field of expertise is Family and Estate Planning, as well as Long Term Care.
With over twenty five years experience, Tamara is our Brokerage Manager, specializing in Life, Disability, Annuities and Long Term Care Insurance
Edward specializes in Financial Planning, Long Term Care, and Retirement Planning.