Back Office Staff

Rick Carlesco has been in the financial services industry since 1991. He started his career with Prudential Financial Services in Syracuse, NY where he quickly became one of the top advisers in Central New York, winning Prudential’s Academy of Honor Award. He was promoted to manager in his first year and also earned his LUTCF (Life Underwriting Training Council Award) in 1992.

Rick started his own firm in 1999, IBN Financial Services, Inc. as a FINRA (Financial Industry Regulatory Authority) Broker Dealer. The firm started with ten registered representatives and currently has over 80 reps all over the country. Growing this firm has always been a passion, always believing that people wanted to be treated by the “platinum rule” treat people the way they want to be treated. Clients always come first. That has been the consistent message Rick has presented to his clients and his representatives ever since he started his career.

Rick holds six securities licenses as a financial services representative and as a registered principle. He also holds several insurance licenses. This makes him well qualified to have a conversation with anyone concerning their wealth development, preservation, and deployment, to how to best protect their lives, families, property, and business. He is uniquely qualified to bring you the best the financial marketplace has to offer.

Rick has lived in the Liverpool, NY area (a suburb of Syracuse) since 1980 and has been married to Kelly since 1982. Rick is also an avid Syracuse University sports fan and loves golf. He started a charity in 2014 called Victory for Vets, Inc. raising hundreds of thousands of dollars to help veterans with Post Traumatic Stress get service dogs. Rick was the past president of a local home for the elderly called The Ladies Home of Oswego an institution in Central New York since 1872.

Tim Evans is an Air Force Academy Graduate class of 1988 we he earned his Bachelor of Science in Engineering. Then served our country honorably until 1993.

Tim received his Master’s in Engineering Management while working as an engineer for Cellular One until 2001.

Tim is a native of Central New York graduating from Whitesboro High School.  He has 4 brothers.  The whole family spends quite a bit of quality time in Old Forge NY.  His father is a retired Army General.

In 2001 he returned to Central New York to work for Lockheed Martin. Tim traveled all over the world as a field engineer, ask him about all the interesting places he has been.

Changing careers in 2013 to become a compliance officer at IBN Financial Services, Inc., Tim with his engineering mind quickly picked up compliance and has a series 7, 24 and 66 financial licenses. Tim's keen eye for detail has propelled him to the firms top compliance spot and he is a partner in the firm.

Kristy Hall is IBN’s Brokerage Manager, supporting the firm’s day-to-day operations, program management and implementation of strategic initiatives. Kristy holds her Bachelor’s in Criminal Justice with a minor in Sociology from Russell Sage College.
 
Kristy has a background in security, private investigative services, and finance. Prior to joining IBN, Kristy was responsible for running the daily operations of a broker dealer with over one hundred registered representatives. Kristy Hall brings over ten years of experience in the financial industry and a direct relationship with AXOS Clearing with her to IBN.
 
Kristy and her husband live with their children and their pets. They enjoy various outdoor activities as well as hiking with their dogs. Kristy is an avid baker and enjoys spending time cooking and crafting.

Amanda Johnston graduated from Onondaga Community college with an Associates Degree in Business Administration and from Le Moyne’s Madden School of Business with a Bachelor’s Degree in Accounting.

Amanda has lived in the Jordan-Elbridge area her whole life and has a working background in customer service and banking. She is currently living with her long-time partner with their son and animals. They enjoy anything that has to do with the outdoors and especially love when they go somewhere they can bring their dog, Rocky.