Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
Experience & Operations Associate
What Hannah loves most about her job is that BIP…
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…
