BIP Wealth

WHAT’S THE BEST THING ABOUT YOUR JOB?
I enjoy the sense of accomplishment I have when I assist with each client and their goals, and being able to help our clients invest for their family’s financial longevity or other financial benchmarks.

HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
I would describe myself as reliable, hardworking, and creative.

WHAT ARE THE PEOPLE AND THE CULTURE LIKE AT BIP?
At BIP, there is a unique combination of a positive atmosphere, friendly staff and personnel, and our team cares about each other as individuals—not just as co-workers. It is a ‘team’ culture at BIP.

FAVORITE QUOTE?
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” – Helen Keller

WHAT DO YOU DO IN YOUR SPARE TIME?
When not working, I enjoy hanging out with my family and beloved dogs, I like to sketch and make art. I also have a heavy interest in superheros and sci-fi shows and movies. Finally, I also enjoy some healthy competition—I like to participate in sports and other activities like basketball, cornhole, and disc golf.

HOW WOULD YOUR FRIENDS DESCRIBE YOU?
I think most of my friends would describe me as caring, dedicated, helpful, and light-hearted.