Our Team

Our Team

Bill Popko, CLU, ChFC, CLTC*


Bill Popko has had a long and varied career in the finance and insurance fields. He has paid life and health insurance claims, managed the life and health underwriting division for a major life insurance company, and for many years, worked directly with hundreds of clients in the design of their personal plans of protection.

Bill is a strong believer in continuing education. He has earned many professional designations and awards over the years.

He is passionate about helping everyone he meets, from children to seniors, to learn more about financial and insurance issues.

*These are some of the professional designations earned by Bill. CLU = Chartered Life Underwriter and is the life insurance equivalent of a CPA in accounting. ChFC = Chartered Financial Consultant includes all the courses required to earn a CFP (Certified Financial Planner). CLTC = Certified in Long Term Care.

Ann Brown

Client Communications, Education & Training Coordinator

Ann joined BPIS more than five years ago. Her experience in client services and organizational skills are key in assisting our clients throughout their relationship with us…from scheduling introductory meetings to answering questions about your plan and everything in between.

Rachel Ortega

Social Media Marketing & Client Communications

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