Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…
Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…
Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…
Director of People Operations
Heather knew in high school that HR/People Ops was where…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Chief Financial Officer
Darrick has spent much of his career in finance leadership…
