Team
Carol Lavin
Account Manager
Carol works closely with our clients and is knowledgeable of all aspects of our business. She meets with and assists clients, develops client presentation materials, and works closely with Tom on the portfolio accounts. Most recently...
Read more
Chester Funkhouser
Account Manager
Chester works closely with our clients and is knowledgeable of all aspects of our business. Chester works with Paul on the development of new clients, prepares client presentation materials, assists Carol and Tom with our portfolio...
Read more
Christopher S. Decker
Christopher is a young, motivated professional with great experience in the Senior Market. His care for clients resonates superbly and is magnified by unshakable ethical standards. At IMS Partners, he utilizes a diverse skill set to...
Read more
Julie McCarthy Decker
Partner
At IMS Partners Inc., Julie’s expertise is in Retirement Management. As a financial advisor, Julie specializes in the needs of retirees and pre-retirees. She has worked for over 20 years helping retirees maintain and improve their...
Read more
Lisa Lambert
Administrative Assistant
Lisa is the friendly, loveable, helpful assistant who answers the phone when they call IMS Partners. Lisa also greets our clients and provides a variety of administrative services to help make our office run smoothly and efficiently....
Read more
Melissa Mills
Underwriting Specialist
Melissa is an expert at processing our annuity applications and works closely with our insurance companies to ensure new policies are set up efficiently and correctly and that transfers move smoothly and quickly. She communicates...
Read more
Paul F. McCarthy, III
Partner
Paul’s expertise is in Retirement Management which includes safe investing, generating income, and most importantly protecting his clients’ money. Paul works with numerous attorneys who deal with all forms of Financial Management,...
Read more
Stephanie McCarthy
Account Manager
Stephanie McCarthy is a Florida State licensed agent and over the last 15 years has built a successful career in the Insurance Industry, focusing on the Senior Market. She is skilled in every aspect of the business from Marketing to...
Read more
Thomas W. Markosky
Portfolio Manager, Investment Management Services
Tom has been in the financial consulting industry for over 40 years and has been a money manager for 30 years. Tom’s primary investment focus is preserving the portfolios of clients through income investments. The objective of the...
Read more
Westin Flower
Systems Support Specialist
Westin is our systems support guru who manages and troubleshoots our website, network, computers, phone system, and “all things technical”! Westin is a student at Stetson University. Through the wonders of modern technology, he is...
Read more