Our Team

Before joining us in January 2008, Scott worked as a financial controller at a manufacturing company for 8 years. He has achieved the Certified Financial Planner (CFP®), Certified Management Accountan...

Jeff has been involved in Financial Services since 1997. He joined us in 2000 and is a Certified Financial Planner (CFP®). Email: jworkman@ipcc.org Insurance products available through Jeffery Workman...

Eric has been in the Financial Services industry since 2006. He joined us in 2016 and is a Personal Financial Planner (PFP). Email: ehedges@ipcc.org Insurance products available through Eric Hedges.

Dan has worked in the Financial Services industry since 1998. He joined us in 2016 and has completed the Certified Financial Planner (CFP) program. Email: daniel.arbuckle@ipcc.org Insurance products a...

Valerie joined our team in 2010 with 10 years of customer service experience and 4 years in an administrative role. Email: vlee@ipcc.org

Following 10 years of customer service work with a major bank, Jenn joined our team in 2017. Email: jenn.weldrick@ipcc.org

Following 15 years of customer service work with a major bank, Erica joined our team in 2019.

Following 8 years of customer service work, Katie joined our team in 2022.