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…
Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…
