Director of People Operations
Heather knew in high school that HR / People Ops…
Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…
Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…
Personal Wealth Advisor
With 20 years of experience in financial services, Aron takes…
