
Relationship Manager
Kevin has spent the past 5 years of his career…

Wealth Consultant
As a former professional baseball player, Chase enjoys being in…

Director of People Operations
Heather knew in high school that HR / People Ops…

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…

Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…

Relationship Manager
Mary has been in the Financial Services industry for over…

Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…

Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…