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

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

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

Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…

Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…

Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…

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

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