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
Xavier has spent all of his professional career with BIP…
Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…
Relationship Manager
Mary has been in the Financial Services industry for over…
