Ibarra, Scott & Lai Group

About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Our Mission

Our Core Values

Our Products

Location

We’re conveniently located. Give us a call or stop by.

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Meet Our Team

Richard Ibarra, CFP, APMA, CRPC

Senior Financial Advisor

Phone: 469.252.0251
Email: Richard.Ibarra@wellsfargoadvisors.com
27 years of experience

Interest:

 -Spending time with wife Rebecca and four kids

 -Volunteer as a youth football and wrestling coach

 -Enjoys keeping a physically active lifestyle

 -Avid Dallas Cowboys and Texas Tech Fan

 -Richard and Rebecca are active members of the Watermark Community Church

Joe Scott, APMA

Senior Financial Advisor

Phone: 469.252.0253
Email: joe.scott@wellsfargoadvisors.com
14 years of experience

Interest:

 -Joe and his wife Sarah live in North Dallas with their three boys, Grayson, Patton, Rowan and daughter, Lily. Joe enjoys snow skiing, playing golf, chess and celebrating his Scottish ancestry. Joe is an avid sports fan and can often be found cheering for the Dallas Cowboys with friends and family.

Keri Lai, APMA

Senior Financial Advisor

Phone: 469.252.0252
Email: Keri.lai@wellsfargoadvisors.com
14 years of experience

Interest: Keri and her husband Jimmy live in North Dallas with their daughters Hailey, Elle and Paige. Hailey is now in her first year at UT Austin –“Hook Em”! Keri enjoys cooking, volunteering, traveling and spending time outdoors in nature. She also loves to host and has the extended family over very often. Their home is always lively with the grandparents, siblings, nieces and nephews visiting. You will often find them filling their bellies with delicious food and/or watching a game on the couch. Jimmy loves the Rangers and is ecstatic that they won the World Series Championship –“Let’s go Rangers”!

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, IL, IN, LA, ME, MI, NC, NE, NM, OK, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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