Personal Wealth Advisor
WHAT ATTRACTED YOU TO BIP?
The fact that Wealth Management and planning is our main focus through public and private markets. The company goal is not to sell people commissionable products, it is to help create and manage wealth.
WHAT’S THE BEST THING ABOUT YOUR JOB?
I love being able to help people achieve their financial goals, especially those with difficult financial situations.
HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
Integrous, Genuine, and Trustworthy
WHAT ARE THE PEOPLE AND THE CULTURE LIKE AT BIP?
The people at BIP are truly like family to you, whether you are an employee or a client.
WHY IS BIP GOOD FOR CLIENTS?
I feel that BIP offers a unique approach to financial planning and wealth management and has some different options than many firms offer to help their clients achieve their financial goals.
WHAT DO YOU DO IN YOUR SPARE TIME?
I live on the lake and enjoy spending a good deal of time on the lake with family, and friends. I enjoy traveling, and many different outdoor activities.