Meet the Advisors Team

Forrest Robertson, CFP

Forrest Robertson, CFP®

Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…
CJ Young

CJ Young, CFP®

Associate Advisor
One of the greatest parts about BIP Wealth, according to…
Marcia Mayoue, CFP®, CFA®, CDFA®

Marcia Mayoue, CFP®, CFA®, CDFA®

Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
John Hester, CFP

John Hester, CFP®

Personal Wealth Advisor
As a former professional baseball player for 10 years, including…
John Ray, J.D.

John Ray, J.D.

Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
Kyle Schmidt, CFP

Kyle Schmidt, CFP®

Personal Wealth Advisor
Kyle has spent the last 12+ years serving families to…
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