Meet the Advisors Team

Dennis Booker

Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…

Charles Crowley, CFP® AIF®

Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…

Bill Harris, CFP®

Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…

Taylor Williams Sr., CFP®

Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…

Aron Riddle, CFP®

Personal Wealth Advisor
With 20 yrs of experience in financial services, Aron takes…

Michael Brocker, CFP®

Personal Wealth Advisor
Mike has spent 17 years in the wealth management industry…

Xavier Herschberg

Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…

Kevin Walker

Personal Wealth Advisor
Kevin has spent the past 20 years in the financial…
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