BIP Wealth

WHAT ATTRACTED YOU TO BIP?

The extraordinarily talented team, the culture and core values, and the ethos of service are all attributes you quickly take note of at BIP. Coupled with a truly unique approach to managing wealth in public and private markets, I quickly knew that I wanted to grow my practice as part of the BIP family.

WHAT’S THE BEST THING ABOUT YOUR JOB?

Simply put, the relationships I have the privilege of building with clients and the ability to serve their families are the most rewarding aspects of what I do. There are very few careers that afford you the opportunity to connect with, serve, and impact people in quite the same way, and that leads to very fulfilling work.

WHY IS BIP GOOD FOR CLIENTS?

The entire organization epitomizes what it means to be a fiduciary. We have a team of incredibly talented professionals dedicated to serving clients at the highest level, who always puts the clients’ best interest first.

WHAT DO YOU DO IN YOUR SPARE TIME:

I have three small children, so I gladly spend much of my spare time tinkering with Legos, playing hide-and-seek, building forts with couch cushions, or watching Disney movies! But I do very much enjoy playing golf, cooking and grilling, and listening to Sinatra tunes as well.