
Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…

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…

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