Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Personal Wealth Advisor
With 20 years of experience in financial services, Aron takes…
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…
Relationship Manager
At BIP Wealth, Michel knows he is in a position…
Personal Wealth Advisor
In his role with BIP Wealth, Drew loves being able…
