As a Licensed Assistant, Ingrid’s primary role is to provide new business support to our BGIP financial advisors. This involves the preparation and processing of all investment transactions, and new business underwriting for insurance.

Staying up-to-date on changes in the insurance and investment industry and working alongside the advisors, she ensures our firm handles all of their client’s insurance and investment needs expertly and efficiently. She is excited to play a part in helping our clients prepare for a better tomorrow.