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…
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…
Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…
Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…
Relationship Manager
Mary has been in the Financial Services industry for over…
