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Financial Consultants and Staff

Thomas Davila
IBC Investment Services Program Manager
Oklahoma and Texas
Thomas Davila
IBC Investment Services Program Manager
Oklahoma and Texas
As a registered Wealth Manager, Thomas has the privilege of working with all levels of clients to serve as their single point of contact for all financial matters. Thomas uses a disciplined approach to assist clients through the development, implementation, and maintenance of their personalized investment plan. While following this approach, he has guided clients through the wealth accumulation, wealth preservation, wealth distribution, and wealth transfer phases of their lives.
 
Currently serving as a Business Consultant and Divisional Recruiting Manager, Thomas has experience with asset management, retirement planning, retirement consolidation, insurance planning, college planning, and 401(K) strategies. Thomas has Series 7, Series 63, Series 24 registrations through LPL Financial, Texas Life, Accident, Health, and HMO licenses & is a LPL Investment Advisor Representative - all currently held with LPL Financial.
 
Thomas began his financial services career over 20 years ago at United Services Automobile Association (USAA). During his 12 years at USAA, he specialized in property and casualty insurance and investment strategies. In 2003, Thomas joined Banc One Securities / Chase Investment Services as a Financial Advisor in Scottsdale, AZ and shortly after, moved back to his hometown, San Antonio, Texas. In February of 2006, Thomas became the Investment Sales Manager for the Southwest Texas / Border Market and quickly became a Top Producing Manager in 2006 and 2007. In February of 2010, Thomas left Chase Investment Services Corporation to join SWBC Investment Services, as a Financial Advisor. After 18 months at SWBC Investment Services, Thomas founded Revolution Wealth Management to focus on delivering services and strategies to his clients.
 
Thomas is a native of San Antonio, Texas and after spending a few years in Phoenix, Arizona is very happy to be home. Thomas is a proud graduate of the University of the Incarnate Word with a Bachelors of Business Administration in Management. In his spare time, Thomas is very involved in the community through church and youth sports at Our Lady of Guadalupe in Helotes. Most importantly, he values quality time with his wife, Jessica and two daughters, Lexi and Lola.
Carlos Benavides
Financial Consultant
San Antonio and International
Carlos Benavides
Financial Consultant
San Antonio and International
As a Financial Consultant with IBC Investment Services, Carlos R. Benavides helps high-net worth clients and small business owners in the San Antonio area. 
 
Carlos obtained his Bachelor's Degree in Financial Management from ITESM in Monterrey, Mexico and his MBA from the University of Texas at San Antonio, and holds Securities registrations with LPL Financial, Series 7 and 66 along with his Life and Health Insurance License. He was working for Merrill Lynch and Chase Investments Services prior to joining IBCIS, and as a banking officer in Texas.
 
Working as a financial consultant in Mexico and the U.S., gives Carlos the opportunity to help clients from both countries achieve their financial objectives with personalized service.
Carmen Garza
Financial Consultant
McAllen, International, and Surrounding Areas
Carmen Garza
Financial Consultant
McAllen, International, and Surrounding Areas

Carmen Garza is a Financial Consultant at IBC Investments. Her main objective is the personal and financial growth of her clients and complementing their needs with financial strategies accordingly to their individual goals. 

Carmen has 13 years of experience in the banking and finance area, assisting Domestic and International clients. Before joining LPL Financial, she began her banking career as a Personal Banker at IBC Bank.

Carmen maintains licenses series 6, 7 and 63 registered with LPL Financial as well as her Texas State Health and Life Insurance License. She is a graduate of Universidad Autonoma de Nuevo Leon, with a degree in Business Administration.
 

Fernando Montemayor
Senior Financial Consultant
Laredo, International and surrounding areas
Fernando Montemayor
Senior Financial Consultant
Laredo, International and surrounding areas
Fernando R. Montemayor Jr., is a senior financial consultant with IBC Investment Services. He works closely with both individual and business owners to help them develop investment portfolios that fit their personal needs. He is passionate about his work and takes pride in helping his clients pursue their financial goals.
 
Fernando offers investors 15 years of financial experience and he has been with IBC Investment Services for over 10 years. In that time, he has guided his clients through some of history's most difficult market cycles. He is most proud of the client relationships he has been able to foster and maintain over this time and has been a top producer for the company year-after-year. He was a recipient of LPL Financials prestigious Chairman's Club award in 2012 which recognizes top producers from across the nation. *
 
Fernando earned two bachelor's degrees in business from Georgetown University in Washington D.C. and an MBA from Texas A&M International University. In addition, he has earned his Series 7, 63 and 65 registrations held with LPL Financial along with his insurance license.
 
*Chairman's Club is based on ranking of all registered advisors supported by LPL Financial and is awarded to less than six percent of the firm's approximately 13,100 advisors nationwide.
Glenn Escovedo
Financial Consultant
Corpus Christi, Port Lavaca, and Surrounding Areas
Glenn Escovedo
Financial Consultant
Corpus Christi, Port Lavaca, and Surrounding Areas

Glenn Escovedo has a passion for helping clients in the Corpus Christi area and has been doing so for 35 years, whether it is building a sustainable lifestyle for retirees or helping clients with their everyday financial needs. He first built a following as a commercial banker at Bank of America and later as an investment advisor at Morgan Stanley.

He serves clients at IBC Investment Services by building portfolios to match their financial goals and aspirations. Glenn holds a Bachelor's in Business Administration from Corpus Christi State University. As a life-time resident of the Corpus Christi area, he has served the community, most notably with Leadership Corpus Christi, as a graduate and steering committee member.  

Ismael E. Reyes-Retana
Senior Financial Consultant
Laredo, Eagle Pass, International, and Surrounding Areas
Ismael E. Reyes-Retana
Senior Financial Consultant
Laredo, Eagle Pass, International, and Surrounding Areas
Ismael E. Reyes-Retana, a Senior Financial Consultant with IBC Investment Services, takes a personal approach to understanding client needs, and takes time to thoughtfully develop sound long-term strategies to help her clients pursue their financial goals and dreams. He works closely with individuals and small business owners in Texas and Mexico, offering them comprehensive financial planning and investment services.
 
With more than 17 years of experience in the financial services industry, Ismael has guided clients through numerous market cycles. Last year he celebrated his 13-year anniversary with IBC Investment Services, and for 12 out of the last 13 years, he has been recognized as one the top-producing financial consultants at IBC Investment Services. Prior to joining IBC Investment Services, he spent time at UBS Paine Webber and US Global Investors in San Antonio, Texas.
 
Ismael earned an MBA in Business Administration from St. Mary's University in 2001, and a BBA in Corporate Financial Management and Entrepreneurial Studies in 1998. He has earned series 6, 7, 24 and 66 registrations held with LPL Financial. He and his son, Santiago, live in Laredo, Texas and enjoy baseball, basketball and quality family time.
Sergio Garza
Financial Consultant
Austin and San Antonio
Sergio Garza
Financial Consultant
Austin and San Antonio

For Sergio, retirement planning means more than providing his members with investment advice. It means helping them maintain the financial independence they've worked toward for their entire lives. It also means striving to ensure they have the means to pursue what's most important to them. Most importantly, it means understanding them as people with unique goals, values and circumstances that determine the strategies he will develop on their behalf.

When you meet with Sergio, you'll begin with an in-depth discussion of your current finances and future objectives. Together, you'll address areas that may have been overlooked that could impact your financial future. Next will be determining any needed adjustments to your investment strategy to accommodate changing conditions and work toward meeting any unforeseen expenses and income demands.


Sergio's ultimate goal it is to educate those he works with about investments and investment options. He knows each person is unique and takes time to get to know his members so he fully understands their financial needs. He prides himself on his outside-the-box thinking for meeting his client's needs, and the relationships he builds gives him the insight he needs to help his clients work toward realizing their retirement and investing goals.


With over 19 years of experience in the financial services industry, Sergio is well-versed in helping members plan for their financial futures. Sergio has worked in the financial services industry since 2000 and earned a Bachelor's degree in Business Economics from the University of Texas at Austin. 


Sergio and his wife have 2 children - both girls. Sergio is a native born Texan and is fluent in Spanish. He has traveled the world and has recently moved back to the Austin area after residing in Houston for almost 20 years.  He has been a Financial Advisor at various firms since 2001. He holds his Series 7 registration and a Series 66 registration with LPL Financial. He also holds Texas State life and health licenses. Sergio is proud to hold a designation of a Chartered Retirement Planning Counselor®.  CRPC®

Julian Cruz
Financial Consultant
McAllen, International and surrounding areas
Julian Cruz
Financial Consultant
McAllen, International and surrounding areas
Julian Cruz takes a personal approach to understanding clients' needs and takes time to thoughtfully develop sound long-term strategies to help his clients pursue their goals and dreams
 
With over twelve years of experience in the financial services industry, Julian has guided clients through numerous market cycles. He has been with IBC Investment Services since 2007. Prior to joining IBC Investment Services, he spent three years at JPMorgan Chase.
 
Julian earned a Bachelor in Finance from University of Texas at Brownsville, and since has earned His FINRA series 7 and 65 registrations held with LPL Financial.
Luis Gonzalez
Financial Consultant
Laredo, Zapata, International, and Surrounding Areas
Luis O. Gonzalez
Financial Consultant
Laredo, Zapata, International, and Surrounding Areas
As an LPL Financial Consultant for the Laredo and Zapata area, Luis O. Gonzalez believes that the foundation of a solid financial plan is recognizing that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
 
With over 17 years of experience in the financial service industry, he had served as a Credit Analyst and Personal Banker with IBC Bank before joining LPL Financial in 2002 as a Sales Assistant. In these positions, he managed portfolios consisting of personal and business checking accounts, investments, personal and commercial loans. He believes that previous banking experience was an ideal foundation for his current position as a Financial Consultant.
 
Earning his Life and Health Insurance License from the State of Texas in 2006 and his FINRA Series 7 and Series 63 registrations with LPL Financial in 2015, he is prepared to assist domestic as well as foreign clients work toward their financial goal.
 
Luis is an active member of his community where he is involved with organizations such as United Way and the St. Patrick's Church Youth Soccer League.
Noemi X. Salas
Senior Financial Consultant
Brownsville, International and surrounding areas
Noemi X. Salas
Senior Financial Consultant
Brownsville, International and surrounding areas

Noemi X. Salas has served as a Senior Financial Consultant with IBC Investment Services since 2004. She has assisted both domestic and international clients in wealth management and legacy planning.  With over 22 years of experience in the financial services industry, Noemi has been successful in assisting clients create a roadmap for their financial future.

Prior to joining IBC Investments Services and LPL Financial, Noemi served as a financial consultant with The Principal Financial Group®, where she managed portfolios consisting of investments, annuities, disability and life insurance products for more than 14,000 clients. Noemi is insurance licensed to manage, distribute and offer guidance concerning life, accident and health insurance in Texas and holds FINRA Series 6, 63 & 7 registrations with LPL Financial.  

Noemi is an active member of her community, having served non-profit organizations such as the American Red Cross and her local school district's Parent Teacher Organization and Chess Club. Noemi is President of Building Financial Capacity Coalition, a Moody Clinic board member, and is an active volunteer with Project Space and IBC Bank "Money Smart" presentations.

Olimpo Salinas
Financial Consultant
McAllen and International
Olimpo Salinas
Financial Consultant
McAllen and International
Olimpo Salinas has more than 10 years of experience working with affluent individuals, families and their closely held entities serving as a financial consultant. His extensive background in financial planning and investing allows him to offer the type of comprehensive advice that seeks to build and preserve client assets.
 
Prior to joining IBC Investment Services, Olimpo spent 11 years at Chase Investment Services Corporation.
 
Mr. Salinas currently holds Series 7 and 65 securities registrations with LPL Financial. In addition he maintains both Life and Health Insurance with the State of Texas. He completed a Bachelor of Arts in Finance from The University of Texas Pan-American and an Associates of Science in Business Administration.
 
Olimpo is blessed and proud to be married to Sylvia and to be the father of two amazing boys whom he loves spending time with outdoors. He and his family are active in service at their church.
Sergio Soto
Financial Consultant
Houston and International
Sergio Soto
Financial Consultant
Houston and International
Sergio Soto is a seasoned financial consultant with IBC Investment Services. He specializes in working with high net worth and high potential clientele to create varying degrees of investment devices, depending on each individual's needs after comprehensive analysis of their existing portfolios.
 
Sergio holds several registrations with LPL Financial, including a Series 6, 7, 63, and 65, along with Life and Health insurance license.
 
He has helped guide his client's investment and retirement planning needs for 20 years.
Oscar Silva
Financial Consultant
McAllen, International, and Surrounding Areas
Oscar O. Silva
Financial Consultant
McAllen, International, and Surrounding Areas

Oscar O. Silva is an LPL Associate Financial Consultant with IBC Investment Services. Oscar has more than 10 years' experience in the Financial Industry, working in both; banking and finance.

Oscar's passion is to help clients to achieve their financial goals; helping them to grow, save and/or preserve their assets. Oscar works with domestic and international clients, and his main focus is always doing what is right for the client while helping them on wealth management, retirement planning, education and insurance.

Oscar holds FINRA series 6, 7, 63, 65 securities licenses, held with LPL Financial as well as Group 1 Texas state life insurance license. Oscar earned his BBA at the University of Texas Pan-American, in Edinburg TX. Outside the office, Oscar likes to spend time with his toddler daughter and wife, either enjoying an evening while in the backyard barbequing or going for weekend getaway trips.
Blanca Blanco
Financial Consultant
Houston
Blanca Blanco
Financial Consultant
Houston

Blanca E. Blanco has advised and assisted her clients in pursuing their financial goals since 2002. Blanca earned her Bachelor of Science in Finance and a Master's in Business Administration from the University of Phoenix.  Blanca attributes her years of experience and knowledge in retirement planning and financial goal setting as essential elements in planning a financial future for her clients.


With her years of experience in the finance industry, Blanca understands her clients and what's important to them. She explains investing clearly and strives in educating her clients about their investments. Blanca understands her clients' investment style and recommends investments based on their unique needs and objectives. Blanca works with individuals, small business and high-net worth clientele at their convenience, in their homes or businesses;  always stays in touch with her clients to make sure they are on track toward their financial goals.


Blanca E. Blanco is a member of the East End Chamber of Commerce, board member of the East End Management District, and participates in many community-related events in her area. She has been married to Alfredo Blanco for over 25 years, with whom she has two children, Alfredo Blanco, Jr. and Artemisa Blanco. The couple also has three grandchildren: Xavier, Eva, and Zoe.

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Sherrie Reynolds
IBC Investment Services Program Manager
Oklahoma and Texas
Sherrie Reynolds
IBC Investment Services Program Manager
Oklahoma and Texas
Sherrie Reynolds offers over 20 years of experience in the banking and financial services industry as a financial advisor and currently serves as a Business Consultant and Divisional Recruiting Manager. She has her Series 7, 63, 66, 24 license held with LPL Financial and is insurance licensed in the state of Texas.
 
Her hands-on knowledge of the industry is enhanced by her experience in personal banking and lending, as well as by numerous hours of additional training and continuing education in the financial services field. As a result, Sherrie understands a wide array of investment products and services and she can incorporate the latest strategies and knowledge working with the advisors under her management.
 
Sherrie and her husband, Charles, are both native Texans and have two sons. She is an active community leader and volunteers with several North Texas organizations, including Race for the Cure and Special Olympics.
Jeremy Moore
Financial Consultant
Tulsa and surrounding areas
Jeremy Moore
Financial Consultant
Tulsa and surrounding areas
Jeremy Moore, a financial consultant with IBC Investment Services, takes a no-pressure, personal approach to understanding client needs and takes time to thoughtfully develop sound long-term strategies to help his clients pursue their goals and dreams. He works closely with individuals and small business owners, offering them comprehensive financial planning and investment services.
 
Jeremy has been in the financial services industry for 10 years. He is celebrating his 7th year anniversary with IBC Investment Services, and last year he was recognized as the top-producing financial consultant across Oklahoma's 52 branches.
 
Jeremy currently holds a Series 7, 66 FINRA registrations, held with LPL Financial, and a Life and Health Insurance license. He earned his Bachelor's degree from Oklahoma State University, and since is pursuing a financial services designation as a Retirement Income Certified Professional. He and his wife, Kathleen, enjoy raising their five children and being involved in all the activities that entails.
Susan Dabney
Financial Consultant
Lawton and surrounding areas
Susan Dabney
Financial Consultant
Lawton and surrounding areas
As a Financial Consultant with IBC Investment Services for Lawton and surrounding areas, Susan E Dabney believes that everyone is unique and services should be personalized to focus on their individual situations, needs, and goals for themselves and their families.
 
Susan has 27 years of experience in Bank Investment Programs and has guided clients through numerous market cycles.
 
Susan is registered and licensed to manage, distribute and offer guidance concerning Wealth Management, Life, Accident and Health Insurance in Oklahoma. She also holds FINRA Series 63 & 7 registrations in Oklahoma, Texas and California with LPL Financial.
 
Susan has been an active member in her community and has served with non-profit organizations and boards.
Joseph Hobbs
Financial Consultant
Oklahoma City and surrounding areas
Joseph Hobbs
Financial Consultant
Oklahoma City and surrounding areas

Joseph Hobbs is a Financial Consultant with over 16 years of experience in the banking and financial industry. He has his Series 7, Series 65, Series 63, and Series 6 FINRA registrations held with LPL Financial. He also has his Life, Health, Accident, Property and Casualty Insurance Licenses with the State of Oklahoma.

Joseph attended the University of Oklahoma with a focus of International Business, Marketing, and a minor in Finance.

Joseph enjoys spending time with his wife and 3 children. They enjoy traveling, camping, and fishing.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of IBC Bank or IBC Investment Services. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington.
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