Meet the Advisors Team

Sean Devine, CFA®

Associate Advisor
Sean is a problem solver at heart, with 15+ years…

Howard Fleming, CFA®, CPA, CFP®

Personal Wealth Advisor
Howard has more than 25 years of experience as a…

George Chen, CFA®, CIPM®

Personal Wealth Advisor
George has more than 15 years of experience as an…

Rex Macey, CFA®, CFP®

Personal Wealth Advisor
Rex brings more than 30 years of experience as an…
Kyle Bailey, Associate Tax Advisor at BIP Wealth

Kyle Bailey

Associate Tax Advisor
Kyle has built his career at the intersection of financial…

Alfredo Valverde, PhD, CFA®

Associate Advisor, Prehmus Financial
Alfredo loves helping people feel clear and confident about their…

Daniel Corr, CFP®

Associate Advisor
Daniel is committed to delivering technical excellence to every client,…

Andrew Cole, CFP®

Associate Advisor
Andrew is a people person and genuinely enjoys the community…
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