
Associate Advisor
The best part of James’ job, according to him, is…

Associate Advisor
Justin enjoys meeting and being able to build relationships with…

Personal Wealth Advisor
Andy has been in the investment industry for over 20…

Relationship Manager
Having almost a decade of experience helping clients with their…

Vice President – Strategic Growth
Andrew has spent his career helping others and growing businesses.…

Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…

Associate Advisor
One of the greatest parts about BIP Wealth, according to…

Relationship Manager
Karen’s favorite part of her job is helping clients make…