Meet the Atlanta Team

Santi Montiel

Santi Montiel

Relationship Manager
Santi enjoys being in the position of helping individuals and…
JJ Boot

JJ Boot

Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…

Kevin Hires

Relationship Manager
Kevin has spent the past 5 years of his career…
Chase Murray

Chase Murray, SE-AWMA™

Wealth Consultant
As a former professional baseball player, Chase enjoys being in…

Xavier Herschberg

Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…
Mark Parker, CEPA

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Heather Callahan

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…

Dennis Booker

Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…

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