Eric is a dedicated fiduciary advisor that places a strong emphasis on understanding his client’s values to facilitate the achievement of their financial goals. His process involves more than just providing financial advice; it’s about crafting a comprehensive and tailored plan that aligns with his clients’ aspirations.
Eric’s career is marked by integrity and a commitment to excellence, and he leads the firm’s investment strategy through a methodical and thoroughly researched approach.
His sophisticated retirement planning process centers on three fundamental components critical to a client’s financial success: The Income Plan, Investment Plan, and Tax Plan. Optimizing a retirement plan not only requires key planning considerations for each of these, but also how they work in sync to complement and reinforce the overall plan. This approach elevates retirement planning from good to exceptional, and Eric is dedicated to guiding his clients through this enriching journey.
Eric is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Cheryl joined Income Portfolio Strategies after a distinguished 34-year career with Chase Bank and its subsidiaries. During her last 10 years with Chase she worked with her clients as a financial advisor. She holds the Series 7, 66 and Group 1 Insurance Agent licenses.
Teaming up with Income Portfolio Strategies has provided 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 blessed to have 2 children and 7 grandchildren. She loves reading, 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.
Debbie is a Tyler native and 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 spending time with family, music, and dining out. She has one son and one grandson.
Debbie is 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 Life, Accidental & Health Insurance License, FINRA Series 7, Series 63 and Series 66.
Erin works closely with Jack and Eric 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 is proud of her son serving in the United States Coast Guard. She is actively involved in Girl Scouts and ASL classes with her daughter. Erin loves watching her daughter in drama, cheer, tumbling and all of her music (drums/piano/guitar/singing). 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.
Jocelyn was born in the Philippines and holds a bachelor’s degree in business administration from the University of Santo Thomas in Manila, Philippines. She has spent over two decades in the Financial Services industry, working in banking, finance, and asset management. Jocelyn holds a FINRA Series 65 license as well as her Group 1 insurance license.
Jocelyn is involved in the Filipino-American community and serves as the treasurer of the Filipino-American Association of East Texas. The association is involved in various community projects, including promoting Filipino culture and heritage, fund raising events for the needy, and educational scholarships. She has also served as a Director of the Family Rosary Prayer Group in Tyler since 1995 and as a Secretary for the Alliance of the Holy Family International in Tyler since 2018.
Jocelyn enjoys spending time with her two sons, Christopher and Richard, her sister and best friend, Evelyn, and organizing group fun activities for friends and families. She loves joining group tours, singing, ballroom dancing, musical shows and interior designing.
Jocelyn 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. His mission is to help people save money on their insurance so they can have more money to invest toward their financial goals.
Kent has Group 1 and Group 2 insurance licenses, Series 65 license, and is a Registered Investment Advisor with IPS.
Kent and his wife Theresa enjoy spending time with their three children and their families.
Kent is an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.
Jack founded Income Portfolio Strategies in 2003 to allow him to assist clients in navigating the ever-changing investment landscape. During Jack's time leading the investment strategy of the firm, he implemented several proprietary fixed-income strategies that are still in use by the firm today.
Although Jack is now semi-retired, he is still an Investment Advisor Representative and Registered Representative holding Series 7, 66 and Group 1 licenses.
Jack is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.