
Portfolio Manager
Jeffrey is driven by the relationships he has created through…

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 Investment Officer
Eric joined BIP Wealth in 2011 and has over two…

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…