Meet the Atlanta Team

Ryan Merriman

Associate Advisor
One of the most rewarding aspects of working at BIP…

Loring Scott

Marketing & Events Coordinator
Loring brings a diverse professional background to her role, with…

Nirali Patel

Product Owner
As a Milton / Alpharetta native, Nirali is excited be…

Amanda Culpepper

Senior Accountant
Amanda has spent the past 17+ years gaining progressive accounting…

Ashley Ricci

Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…

Hayes Chamblee

Associate Advisor
Hayes loves to work with clients, making them feel heard…
Sarah Watchko, J.D.

Sarah Watchko, J.D.

Estate Planning Advisor
Sarah developed a passion for working with aging and special…
Jeremy Hermida

Jeremy Hermida

Wealth Consultant
Having Jim Poole as one of his personal and professional…

 Join the BIP Family

Join the team that's shaping the future of wealth management.
VIEW OPEN POSITIONS
crossmenu