Jack Dyer began his investment career in 1965. After graduating with a degree in Finance from LSU in 1968, he spent a year in law school prior to military service in 1969. Jack earned the Chartered Life Underwriter (CLU) designation with an emphasis in Estate Planning. Jack is an Investment Advisor Representative and Registered broker/dealer Representative.
Jack enjoys spending time with his wife of thirty years and their family.
Jack is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Denver Dyer graduated in 2002 with a BBA degree from Stephen F. Austin University, and he has worked as an Account Analyst and Financial Advisor/Registered Representative ever since. He holds the Series 7 and 66 securities licenses with LaSalle St. Securities, LLC.
Denver is a current member of Downtown Rotary Club, Tyler Contact Club and also volunteers with various non-profit organizations. In addition to representing IPS in these these organizations, Denver heads up our Business Development at IPS. Contact Denver for employment opportunities.
Over the past few years, Denver created systems that allowed IPS to better manage a large volume of accounts, helping the company grow quickly. He also created software that helps IPS to analyze complex bond investments and compare them in various interest rate environments. His work in these and other areas has helped IPS to facilitate efficient and accurate analysis of client portfolios.
Denver is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Cheryl joined Income Portfolio Strategies after a 34-year career with Chase Bank and its subsidiaries. For the last 10 years she worked with her clients as a financial advisor at Chase. She holds the Series 7, 66 and Group 1 licenses.
Teaming up with Jack and Denver has given Cheryl a unique opportunity to significantly impact client’s lives and businesses in a profound way and to make a difference in their financial dreams. Along with her years of experience, she brings an unwavering desire to serve her clients investment needs with their best interests at heart while providing exceptional customer service.
Cheryl is married to Bobby Higgins. They have 4 children and 5 grandchildren, love southern gospel music, traveling and spending time with family and friends.
Cheryl is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Erin Ortiz is an Investment Advisor Representative, Registered Broker/Dealer Representative and Insurance Agent. She has earned a Bachelor of Science degree in International Economics from the University of Arkansas in 1997. She began her career in the financial industry in 1996 and obtained her Group 1 License, FINRA Series 7, Series 63, Series 66.
Erin works closely with Jack in the daily management of portfolios and with Cheryl in the daily office management with an emphasis on compliance.
Erin enjoys spending time with her husband, Aaron and their two children. She loves watching her son play high school football, soccer and track. She adores her daughter’s songs/dances and plays she puts on at home. She is active in church and her sorority alumnae group here in Tyler, TX.
Erin is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Debbie Vinson, a Tyler native, joined the IPS team in 2013 after an enjoyable 30 year career in Customer Service with a leading manufacturer in Tyler. As the customer service manager, Debbie worked with many types of customers who had different needs and diverse situations. She has an Associates degree from Tyler Junior College and a Bachelors Degree of Applied Arts and Sciences from The University of Texas at Tyler. Debbie holds the FINRA Series 65 license. Debbie has a pleasing personality and enjoys people, which make her a huge asset to Income Portfolio Strategies, LLC.
Debbie enjoys family, music, dancing and watching her teenage son as he participates in the R E Lee choir, plays the guitar and is learning Jiu Jitsu.
Patsy, a Tyler native, received an Associate of Arts degree from TJC in 1964. She retired from Chase Bank and its predecessors in May 2011 after 36 years. She served in various capacities and for the last 8 years as a top producer attending the National Sale Conference annually. She currently holds the Series a 65 license.
In her spare time she enjoys spending time with her husband of 49 years and two sons and grandsons. She also enjoys fishing and working in her garden.
Patsy Lane is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Michael is a Certified Public Accountant and owner/operator of The Michael W. Stevens CPA Accounting firm located in Tyler, TX. He provides tax advice, tax preparation, small business consulting, bookkeeping, payroll, quickbooks, business valuations, litigation support, and family law accounting Services. Michael holds a Series 65 license.
Michael Stevens is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Kent Nicholson has worked closely with IPS since 2010. He owns and operates Nicholson Insurance Group LLC in Tyler. As an independent insurance broker, he works with dozens of insurance carriers finding the best insurance value for clients. He handles all insurance lines including: auto, home, boat, motorcycle, commercial liability, commercial property, farm & ranch, rental properties, small business, life, health and more. Kent has Group 1 and Group 2 insurance licenses and holds a Series 65 license.
Kent and his wife Theresa have been married for 31 years, and they enjoy spending time with their three children and their families.
Kent Nicholson is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Roddey and Denise Hogan have been working closely with the IPS firm since 2007. Roddey is a Certified Public Accountant as the owner/operator of the Roddey D. Hogan CPA firm located in Tyler. He provides tax advice on various issues for our clients including audits and securities taxation and has a specialty in trusts. Denise, a Tyler Junior College graduate, holds a Series 65 license.
Roddey and Denise have two children, Matthew and Cameron. Denise enjoys time with her family and animals, jewelry making, and scrapbooking/card making.
Denise Hogan is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.