BIP Wealth

WHAT’S THE BEST THING ABOUT YOUR JOB?
Helping my clients feel financially secure and watching them achieve their goals. I’m particularly proud of the holistic and conflict-free aspect of our planning process, which is so helpful as clients set a strategy and move toward it over time.

WHAT MAKES YOU PROUD OF WORKING HERE?
We do a really good job for our clients. We have a high level of transparency and integrity, which is essential to me. Engaging with BIP is an excellent value for our clients.

HOW WOULD YOUR FRIENDS DESCRIBE YOU?
Witty, thrifty, inspirational and omnivorous. Honestly, I asked my friends this question and omnivorous made the list!

FAVORITE QUOTE?
“Do the right thing. It will gratify some people and astonish the rest.” Mark Twain