Engineered to perform.

James Poole CFP®

Personal Wealth Advisor Baseball Division


WHAT ATTRACTED YOU TO BIP?
The integrity of the firm and the commitment to excel for its clients.

WHAT’S THE BEST THING ABOUT YOUR JOB?
Helping clients achieve their goals with solutions as unique as they are.

HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
Analytical, dependable, honest

WHAT DO YOU DO IN YOUR SPARE TIME?
I spend my spare time in the company of friends, playing golf, and traveling.


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