Relationship Manager
Karen’s favorite part of her job is helping clients make…
Associate Advisor
One thing that CJ loves about BIP Wealth is the…
Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…
Vice President of Business Development
Andrew has spent his career helping others and growing businesses.…
Relationship Manager
After having a handful of years in the financial and…
Portfolio Manager
Darius has spent over 10+ years helping individuals and families…
Director of Software Development
In his leadership position with BIP Wealth, James enjoys helping…
Full Stack Software Developer
Since his childhood, Leonardo has always been passionate about technology…
