Meet the Team

  • Joseph Lipari (President / Founder & Licensed Broker)

    Before stepping into the health insurance sector, I spent years working in property and casualty insurance, working with USSA and Progressive which deepened my understanding and the crucial role that insurance plays. This background helped me recognize the financial and emotional strain that inadequate insurance coverage can place on individuals and families.

    Driven by the desire to make a meaningful impact, I obtained my broker's license and founded Treasure Coast Advisors. We are licensed in 32 states and offer a comprehensive range of plans both on and off the marketplace. Our specialty lies in providing private plans tailored for individuals, families, the self-employed, and small businesses.

    What differentiates us is our educational approach to helping you find the right insurance plan. We understand that the world of health insurance can be confusing, and that many people are unaware of the options available to them. This is why we take the time to educate our clients, empowering them to make informed decisions.

    We are proud to offer specialized plans where you can save 20-30% based on your health status. Our aim is to provide quality health plans that are both comprehensive and affordable.

    At Treasure Coast Advisors, our commitment is to help you secure the best health insurance coverage so you can focus on what truly matters—your health and well-being.

  • Kari Ackerman /Scheduling Director

    Kari Ackerman serves as the Scheduling Director at Treasure Coast Advisors, bringing a high level of organization, efficiency, and dedication to her role. With a strong background in operations and scheduling, Kari ensures that all appointments and client interactions are seamlessly coordinated.

    Kari excels at managing complex schedules, allowing our team to provide timely and effective service to our clients. Her meticulous attention to detail and proactive approach help maximize productivity while ensuring that client needs are met promptly and effectively.

    In her capacity as Scheduling Director, Kari oversees the planning and coordination of meetings, consultations, and follow-up appointments. Her responsibilities also include optimizing scheduling systems, reducing wait times, and enhancing overall client satisfaction.

    Kari’s commitment to precision and her exceptional organizational skills make her an invaluable asset to Treasure Coast Advisors. Her ability to manage schedules with ease allows our team to focus on what matters most—providing top-notch service and support to our clients.

  • Jason Tex / Underwriter

    Jason Tex is the Underwriter at Treasure Coast Advisors, where he leverages his extensive experience and keen analytical skills to assess and evaluate insurance applications. With a deep understanding of risk assessment and a commitment to accuracy, Jason plays a critical role in ensuring that each client receives fair and comprehensive coverage.

    Jason’s expertise in underwriting is built on years of experience in the insurance industry. He meticulously reviews each application, considering various factors to determine the appropriate coverage and pricing. His careful evaluation helps protect the interests of both the clients and the company, ensuring balanced and equitable outcomes.

    As an Underwriter, Jason is responsible for analyzing risk, assessing client profiles, and making informed decisions regarding policy approvals. His attention to detail and thorough knowledge of underwriting standards ensure that our clients receive optimized and customized insurance solutions tailored to their specific needs.

    Jason’s dedication to his craft and his ability to navigate the complexities of underwriting make him an indispensable member of the Treasure Coast Advisors team. His work not only contributes to the stability and reliability of our services but also enhances the trust and satisfaction of our clients.

  • Kevin Kapela - Licensed Health Advisor

    Kevin Kapela is a knowledgeable and experienced licensed insurance advisor at Treasure Coast Advisors. Specializing in health insurance, Kevin is dedicated to helping clients navigate the complexities of Medicare, individual, and family health plans. With a client-first approach, he takes pride in offering personalized guidance to ensure each person gets the best coverage for their unique needs. Whether you’re exploring new insurance options or need ongoing support, Kevin is committed to being your go-to resource for all your health insurance questions and solutions.

  • Mio Takahashi / Customer Service Liason

    Mio Takashi is our dedicated Customer Service Liaison at Treasure Coast Advisors. With a genuine passion for helping others, Mio brings exceptional communication skills and a warm, empathetic approach to her role. She has extensive experience in customer service and prides herself on creating positive and personalized experiences for each client.

    Mio’s primary focus is to serve as a bridge between our clients and our team, ensuring that all inquiries and concerns are addressed promptly and efficiently. Her diligent attention to detail and proactive problem-solving abilities mean that our clients receive the highest level of care and support.

    Whether you need assistance understanding your insurance options, have questions about your policy, or require support with any other aspect of our services, Mio is here to help. She is committed to making the insurance process as smooth and stress-free as possible, so you can enjoy peace of mind knowing that you are in capable hands.

  • Jamsmine Kokoto / Client Relationship Manager

    Jasmine Kokoto is the Client Relationship Manager at Treasure Coast Advisors, where she excels in fostering strong, lasting connections with our clients. Known for her exceptional interpersonal skills and unwavering commitment to client satisfaction, Jasmine plays a crucial role in ensuring that every client feels valued and well-supported.

    With a robust background in client management, Jasmine brings a wealth of experience to her role. She is dedicated to understanding each client's unique needs and goals, and works tirelessly to ensure that they receive personalized, comprehensive insurance solutions. Her proactive approach and keen attention to detail ensure that clients are always well-informed and confident in their insurance choices.

    As a Client Relationship Manager, Jasmine’s responsibilities include overseeing client communications, addressing concerns, and facilitating smooth interactions between clients and our team. Her goal is to provide an outstanding customer experience, helping clients navigate the complexities of insurance with ease.