BIP Wealth

WHAT ATTRACTED YOU TO BIP?
The personalized approach to financial planning and unique investing strategy that aligned with my beliefs is what initially attracted me to BIP. Through my discussion with the team, I could tell this was a place that valued each other and their clients.

HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
Dependable, caring, analytical

WHAT ARE THE PEOPLE AND CULTURE LIKE AT BIP?
The team at BIP is supremely talented and genuinely cares for the success of one another. Everyone is always eager to help.

FAVORITE QUOTE?
“The way to achieve your own success is to be willing to help somebody else get it first”

WHAT’S THE BEST ASPECT OF WORKING FOR BIP?
I love working at a firm that values collaboration and puts clients at the forefront.

WHAT DO YOU DO IN YOUR SPARE TIME?
I enjoy going to the gym, playing golf, and spending time with family and friends in my spare time.