Director of Insurance and Advanced Planning
Kip joined the IAA team in August 2021 as the Director of Insurance and Advanced Planning. His primary responsibility is overseeing IAA’s insurance program, Sage Insurance Partners. Kip is a detail-oriented insurance specialist with over 30 years of industry experience. He has designed and implemented advanced strategies for families, entrepreneurs, and professionals alike. Kip is experienced in training and business development for advanced insurance concepts, business and estate planning, retirement planning, and asset repositioning strategies.
Kip is a Charlotte-area native and graduated from the University of North Carolina Wilmington. He takes great pride in his family, and considers his greatest accomplishment being a dad and grandad. Kip also finds enjoyment outside of work through his faith as an Ordained Deacon at his church and staying active through running and hiking, playing golf, and traveling. His most recent passport stamp is Placencia, Belize.