Bi Xiong, FPQP®

Client Services Manager

Bi Xiong holds a Master of Science degree from the University of Wisconsin-Stout and has recently achieved the Financial Paraplanner Qualified Professional™ designation. She is committed to delivering personalized and remarkable service to our clients, assisting them in all their financial planning endeavors.

During her leisure time, Bi enjoys hikes with her dog, Titus, physical activities, and puzzles and brain teasers such as sudoku. She cherishes spending time with her family, often coupled with her passion for watching football.