Meet the Atlanta Team

Ethan Underwood

Ethan joined BIP as a summer intern and never looked…

Caroline Somoza

Relationship Manager
Caroline brings a lifelong love of baseball to her role…

Sofia Mears

Relationship Manager
Sofia finds genuine reward in making clients’ lives easier—handling the…

Dylan Dennis

Associate Advisor
Dylan is passionate about the relationship-driven nature of financial planning…

Jake Lee

Relationship Manager
At Kennesaw State University, Jake worked his way into leadership…

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…
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