We are a member of LiveAmerica Advisors Financial Network.
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How We Help
Contact us today to find out about our new Living Benefit solutions.
We find creative solutions that save you money while providing more comprehensive coverage.
We are dedicated to providing insurance management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
§Pete Baker most recently served as Co-Manager for AIG Financial Networks Tampa Firm
§30 years of experience within AIG (3 as an Advisor and the balance in various management roles)
§Served 4 years on the board of directors for the North Suncoast Association of Insurance and Financial Advisors.
§Founding Member and Trustee of The Idlewild Foundation. Helped raise over $30,000,000 in assets.
§Leading manager in the Mature Market Program by repositioning over $5,000,000 in liquid assets in one year.
§Recognized as top Associate Director in the Southeastern Region 2013 and leading manager in the local firm 7 of the last 10 years with numerous conventions, trophies, and plaques to his credit.
§Pete's focus has always been on training Reps to maximize product benefits and opportunities for their clients, building successful sales campaigns, and providing technical expertise to his firm and co-workers.
Gale joined our team this year as an Associate Partner.
Gale comes to us with 15 years of experience with AIG. She started in 2003 as an Financial Representative. Four years later she was promoted to Associate Manager.
Gale served clients in Alabama, Georgia, and Florida in this capacity for the next eleven years. Gale is skilled in Customer service, Insurance sales, Voluntary Employee benefits. She enjoys building relationships with her clients and being there for them when they need her most.
Gale's clients say she delivers a very strong and caring skill set when it comes to working for them. It is for this and many other reasons we are proud to have Ms. Sundie as part of the JPB Family.
Monel graduated from FIU with a BSW and Masters degree in Social Work. He served the community in Social Work Services for over 10 years.
In 2013 where Monel switched over to the Financial services. Since that time he has been serving the people around the state of Florida to protect their faimly and their financial security. We are honored to have Monel Herard as an Associate Partner in our organization.
Monel says, "My goal is to provide the best service that I’m able and to make sure my clients are happy with the plan that they have chosen." and he works towards that goal on a daily basis.
Amanda began her career in Life Insurance with AIG in 2004. Beforehand she was an Administrative Assistant, for Tournament Grade Manufacturing/ Sport Specialist, Inc. for fourteen years. During her tenure Amanda expanded her skill-set to include management, accounting, trade show presentation, seminar sales, customer service, but most importantly the Clients and servicing their needs. That helped her adapt into the Life Insurance field rather easy. During Amanda's time with AIG, she held titles such as Agent, Associate Manager and lastly Field Representative.
Amanda has won numerous Leadership Conventions, Presidents Trophy Awards, Premier Producer Awards, Product Sales Award, & Top Producer Symposium Qualifications, as well as attended several Industry Conventions. All superior signs of recognition for her care and dedication to her clients.
Amanda is very passionate about the service she provide to our clients, She refers to them as her " Family & Friends". We are honored to have Amanda as part of the JPB Family serving clients in Alabama, Georgia, & North Florida.
Bob began his career in the financial services industry in 1985 with Prudential Insurance Company as a financial services representative. He subsequently was promoted to Sales Manager. In 2001, Bob joined AIG Financial Network working as an Associate Manager and is currently working as an Associate Partner with JPB & Associates. Bob has and continues to work with individuals, families, and small business owners on their protection needs, as well as their wealth accumulation and retirement goals.
Bob currently holds his Florida 215 Life, Health, & Variable Annuity Insurance license. Bob also holds the designation of Life Underwriters Training Council Fellow (LUTCF.)
Life Insurance & Medicare Agent
Retirement Income Specialists
Ivan Daphnis graduated with a BS in Elementary Education from Oakwood University and has a Master’s Degree from Nova Southeastern University.
Ivan has been in the educational field for a long time but has not stopped educating. Ivan transitioned from educating students to educating families about financial literacy after witnessing personally how families struggle by not being financially protected due to a catastrophic event. Ivan is very active in the community and his main goal is to educate as many as possible on having a financial plan, creating family legacies, and creating generational wealth instead of transferring debt. Ivan is a husband, and a father of 3 children.
Ivan says, “The goal of financial literacy is to help in understanding financial concepts that will help them to manage their money better. It is a life skill that one must grasp for good financial wellbeing. Ivan have clients throughout the United States and is happy to serve anyone who needs assistance.
Mario graduated with a BS in Business Administration from Central Connecticut State University with a concentration in Human Resources.
Mario has 20yr+ experience in the financial services field and played a variety of roles from a captive agent for Metlife, a Call Center Team Champion for Aetna Financial Services, IT Business Analyst / Project Manager for ING & The Hartford, to an IT Software Release Manager for MassMutual.
After many years in Corporate America, Mario decided to change careers and go back to what he enjoyed the most - being in front of his client and protecting them from financial losses! His consultative approach, organized manner, attentive to detail, and a loving family man, are some of his strengths that Mario brings to his clients.
He is fluent in English and Spanish lending him the ability to help Florida's diverse community.
Shatika "Shay" Young-James
Shatika "Shay" Young-James
Shatika (Shay) Young- James. is a Florida licensed insurance agent.
Prior to being appointment as an independent agent she served as a Business Development Specialist in the financial services industry. Shay enjoys great relationships with small and large businesses, corporations, organizations, and the community. In addition, she has over 16 years of experience working in various roles in a financial institution and serving in the Chamber of Commerce. Shay has been an award recipient from a variety of leaders in the local community which includes Lajun and Valora Cole (Fearless Woman Global Award 2019 ). She is a wife, and a mother of 3 children.
Shay Says, "I love what I do! I am here on Purpose for Purpose! My goal is to educate my clients on how to create generational wealth, and protect their families from unexpected financial losses!"
Dutch is well connected in many community outreach programs throughout the Tampa Bay area. His interest in Medicare started when his parents became Medicare eligible. He is a knowledgeable Medicare expert promoting needs-based enrollment and appropriately matching clients with suitable plans. Dutch is originally from a southwestern Ohio community where people helped each other in order to strengthen their neighborhood. He currently resides in St. Pete with his wife and two children.
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Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.