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Iris S., EA
Financial Advisor · IRS Enrolled Agent · MDRT
In financial services since 2021 · 5 years of experience
Iris is an IRS Enrolled Agent, Series 65 licensed advisor, and MDRT member with five years in the financial advisory industry (since 2021). She brings a holistic approach to financial planning, supporting clients through all stages of life — from family protection and education funding to retirement planning and estate strategies. Iris specializes in term life insurance with living benefits, helping families understand coverage that may pay out during a qualifying serious illness, not only after death. Her broad financial knowledge and strong grasp of client goals let her build practical, personalized solutions rather than off-the-shelf recommendations.
Credentials
- IRS Enrolled Agent (EA)Verify via IRS RPO Directory
- MDRT — Million Dollar Round TableVerify via MDRT
- Series 65 — Investment Adviser Representative
Background
Prior to her career in financial services, Iris worked as a production planner and supply chain manager at several leading manufacturing companies — experience that shaped her methodical, detail-oriented approach to analyzing coverage structures and evaluating carrier options.
10,000+ social media followers48 articles published
