OUR TEAM

In many ways, the decision to form Insurance Planning Advisors was an inevitability. The four Managing Partners share a deep friendship, one fueled equally by similar interests as it is by professional ambitions.

For each of us, there is something powerfully motivating in knowing that the work we undertake to assist advisors and their clients imparts a positive effect on individuals; that is what provides the driving force behind our actions.

With over 88 years of financial services experience between us, the four of us hold each other accountable to achieving nothing less than excellence in every situation—and that is a standard each of us takes very seriously.