About IPS Agency, Inc

Marcus N. Moreno
Agency Owner

Respected Agency Owner with distinguished 23-year career leading sales and customer service operations. Marcus possesses outstanding interpersonal, organizational, and analytical skills with extensive expertise in client needs analysis with a consultative approach for one-on-one customer service.

With a bachelor’s degree in Arts and Sciences and a Master’s degree in Business, wealth management has been one of his strong successes in helping customers within his community. Obtaining a Property & Casualty, Life & Health, and Securities 6/63 licenses are attributes that make Marcus reputable in earning customers trust. Leveraging his business and sales knowledge as well as his interest in the Insurance field, Marcus started as an Allstate Agent/ Agency Owner where he not only sold policies, but also helped policyholders understand their new policies and claims in English and/or in Spanish. With his skills and abilities in Account Management, Conflict Resolution, Customer Service, and Interpersonal Communications, Marcus earned countless Company and community awards. Including 5-time Allstate Top in Country and the prestigious Smithsonian Latino Center “Portraits of Latino Achievement Award”.

Currently, Marcus opened an independent Insurance Agency IPS (Insurance Planning Services) powered by Nav-Sav in Laredo Texas, where he will continue to serve his community and the great state of Texas. He is married to his beautiful wife Ada for 24 years and is father to two amazing and talented girls, Sophia and Selika Moreno.

“Attitude is your way to success in whatever you choose to do in Life”

David I. Martinez
Agency Owner

David I. Martinez founded Insurance Planning Services, Inc., an independent life and health insurance agency, located in Laredo, Texas in 1976. Established over the years on a solid reputation of integrity and professionalism. Insurance Planning Services, Inc. has become a successful insurance agency specializing in life insurance, while offering disability insurance, health insurance and financial services.

David’s professional memberships include National Association of Insurance and Financial Advisors (NAIFA), Texas Association of Insurance and Financial Advisors (TAIFA) and The Million Dollar Round Table (MDRT).

David’s business philosophy coupled with the trust and integrity of the loyal clients he has served throughout the years, has given him the opportunity to achieve a Qualifying and Life Membership in the Million Dollar Round Table, The Premier Association of Financial Professionals®.

Email David at david@ipsagencyinc.com

Romy Castaneda
Executive Assistant

Romy Castañeda has been with Insurance Planning Services, Inc. since February 1998. Her duties include life and health insurance customer service, client relations, sales and case preparation.

By attending numerous seminars, she has acquired vast experience in life and health insurance throughout her career. Her experience continues to grow by participating and assisting David I. Martinez in all client meetings. Working together as a team, each client receives the individual attention they deserve in case preparation and design.

Romy is licensed to sell life and health insurance in the State of Texas.

Email Romy at romy@ipsagencyinc.com

Jackie Gutierrez
Licensed Agent/ Sale Manager

Jackie Gutierrez has over 15 years of experience in Insurance Sales and Customer service. She has spent most of her career as an Insurance Agent in Laredo Texas working with Allstate Moreno Insurance Agency winning countless awards in Sales and outstanding customer service.

Jackie graduated for Texas A&M International with a bachelor’s in psychology and a minor in sociology. Leveraging her skills in psychology and sales knowledge as well has her interest in helping and educating policyholders, Jackie has a large client base because she helps policyholders understand their policies, providing information on claims, and explains different features of insurance plans. Her dedication to customer satisfaction has earned her excellent ratings from policyholders and the highest award in Texas region with Allstate Insurance Company. Being fluent in English and Spanish and varied communication skills as well as sales acumen have made her a very successful sale and customer service Agent with a track record of success.

Juany Gonzalez
Insurance Agent

Juany Gonzalez is a Laredo Texas native. She has been a licensed Life Insurance and limited lines agent for over 12 years and has been selling policies to fit individual customers needs with an emphasis on Long-term relationship building as well as excellent customer service.

Juany has worked for Allstate Moreno Insurance Agency and has been named Employee of the Year multiple times. She has a loyal following, especially in the Spanish speaking community. Having grown up in a boarder town, Juany is bilingual offering great customer service to our Spanish speaking clientele as well. In her spare time, she enjoys attending her two turtles (Coco & Tequila), being with her family, and her wonderful siblings.

Cecila Cortina
Assistant

Cecilia joined Insurance Planning Services, Inc. in October 2016. Her duties include life and health insurance customer service and answer the telephone.

Email Cecilia at cecy@ipsagencyinc.com