Meet the Atlanta Team

Kevin Walker, AAMS®

Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…

Xavier Herschberg

Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…
Michael Brocker, CFP

Michael Brocker, CFP®

Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Jeffrey Grossman, CFA

Jeffrey Grossman, CFA®

Portfolio Manager
Jeffrey is driven by the relationships he has created through…

Aron Riddle, CFP®

Personal Wealth Advisor
With 20 years of experience in financial services, Aron takes…
Taylor Williams, Sr., CFP

Taylor Williams, Sr., CFP®

Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…
Randy Carroll

Randy Carroll

Chairman
Randy considers himself a career banker who retired in 2011.…
Jason Shinn

Jason Shinn

Senior Software Developer
Jason has spent the last 20 years working for small…
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