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Meet The Team

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“We believe in being givers and not takers” - M. Russell Ballard

Our Story

Who We Are
Global Insurance and Planning Advisors (GIPA) is a values-driven insurance and planning organization built to elevate both the client experience and the agent journey.


Founded on the vision of industry leaders who believed insurance could be delivered with greater integrity, education, and human connection, GIPA exists to support professionals who want more than just production—we cultivate purpose, growth, and long-term impact.
We specialize in comprehensive insurance solutions and strategic planning, while investing deeply in agent development, ethical leadership, and modern training.

 

Our MissionAt GIPA, our mission is simple.


To empower agents to serve with confidence and clients to plan with clarity.
We do this by combining:

  • Strong ethical standards

  • Ongoing education and mentorship

  • Personalized, client-centered strategies

Every interaction—whether with an agent or a client—is an opportunity to build trust, create value, and raise the standard of our industry.

 

Why GIPA

  • A people-first culture grounded in integrity

  • Leadership that values education, compliance, and growth

  • A collaborative environment for ambitious professionals

  • Nationwide reach with personalized support

 

If you’re looking for an organization that supports who you are and who you’re becoming, GIPA is where your next chapter begins.Headquarters Global Insurance and Planning Advisors is headquartered in Tampa Bay, Florida, serving individuals, families, and businesses across the United States.

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