We did not fully understand the true advantages of BOLI before working with IZALE
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Who we have helped
IZALE’s expertise and knowledge of CUOLI, and their commitment to our success, make them a valued partner.
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This client’s SERP - funded with COLI - provided financial security for a key person’s family
Read the case studyThe purchase of a multi-million dollar joint & survivor life insurance policy has many benefits. However, family or finances sometimes change and make the need for policies diminish or disappear. When policies are no longer needed there are often options in which a family can recover more than the cash surrender value of a policy. IZALE has helped many families analyze the value of retaining a policy…
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Find out who we are and what we do.
R. Scott Richardson, JD
President & CEO
Phil Aderton
Senior Business Development Officer
Bruce F. Barge
Business Development Officer
Patrick J. Costello
Senior Consultant
Brenda R. Haag
Senior Consultant
Alan Kirk
Business Development Officer
Chris A. Richardson
Senior Consultant
Joe Tripalin
Senior Consultant
Debra Hardimon
Vice President, Operations
Fannie Mae Pantaleon
Office Manager
Jeff Prescher
Vice President, Data Management
Riley Sutherland
AnalystR. Scott Richardson, JD
President & CEO email ScottOur clients have choices in who they work with. We’re humbled they chose us, and proud of the value we deliver.
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Phil Aderton
Senior Business Development Officer email PhilI am proud to be a part of the history of banking. As it evolves, I want to help bridge the past and the future by coaching leaders to be successful with strategies addressing the market conditions of today.
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Bruce F. Barge
Business Development Officer email BruceIt is my pleasure to assist financial institutions as they create a legacy for the most valued asset…their people!
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Patrick J. Costello
Senior Consultant email PatrickI am a Master Gardener. The same attention and care I give to my craft, I give to my clients and colleagues.
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Brenda R. Haag
Senior Consultant email BrendaMy goal for every Credit Union is to deliver excellent customer service – and help them achieve success at every level.
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Alan Kirk
Business Development Officer email AlanEntrepreneurs are driven to change the world in the business arena and in the community. I am honored to help them connect the dots.
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Chris A. Richardson
Senior Consultant email ChrisAs a retired military officer, I know the value of honesty, integrity, and commitment. These are the values the IZALE team delivers.
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Joe Tripalin
Senior Consultant email JoeIn working with credit unions for over 37 years, my goal has always been for a credit union to achieve financial success allowing them to better serve their members.
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Debra Hardimon
Vice President, Operations email DebraI take pride in my attention to detail and strive to exceed my clients’ expectations and provide exceptional service.
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Fannie Mae Pantaleon
Office Manager email Fannie MaeMy enthusiasm, discipline, responsibility, and commitment contribute to the heights of success for our team.
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Jeff Prescher
Vice President, Data Management email JeffDigital interactions have validity, but to me, spending one-on-one time with clients is paramount. Building relationships is how I can fully understand my clients’ needs.
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Riley Sutherland
Analyst email RileyI strive to improve lives through personal relationships and dedicated service.
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Recent Events
See where our experts have shared their knowledge. And upcoming chances to meet face-to-face or virtually.
View calendar3 Simple Steps to Finding Your Tailored Solution
1
We'll start by asking a few questions and listening to your challenges and concerns.
2
We then research and collaborate, including our network of experts as needed.
3
Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.