Broker Check

BPG News

  • Melissa Carroll Joins the BPG team as Account Processing Specialist


  • Signator Investors Inc. was acquired by Advisor Group and will merge with their independent wealth management firm, Royal Alliance. 


  • Jessica Porter earned the Retirement Income Certified Professional (RICP®) Designation through the American College.


  • The BPG Team Travels to Jamaica for ACE 18 to accept the Signator Practice of The Year Award*

Award Disclosures

  • Melissa Owens joins the BPG team as Administrative Assistant 


  • BPG Wealth Management is awarded Signator Practice of the Year!*

  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2018!*


  • BPG President Jeff Owens hosts a fundraiser for the Children's Cancer Association. 


  • Alex Roth Joins the BPG team as the Marketing Coordinator 


  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2017*


  • Jon earned the Certified Exit Planning Advisor (CEPA®) Designation through the Exit Planning Institute.




Award Disclosures


  •  Jeff & Jon presenting an MDRT Foundation Grant to Children’s Cancer Association


  • Alice was mentioned in an article by Signator: “From advisor to therapist: how emotional intelligence gives women advisors the upper hand”: https://www.signatorinvestors.com/blog-post/advisor-therapist-emotional-intelligence-gives-women-advisors-upper-hand/



  • Alice interviewed by KATU Afternoon Live on “Taking Control of Your Finances”

 


  • BPG Welcomes Madison Pihas to our team as Client Service Representative!


  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2016*


  • Alice was a Court of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*


  • Jon was a Top of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*


  • Jeff was a Top of The Table Qualifier for the Million Dollar Round Table (MDRT) in 2016*


 

Award Disclosures