Meet the Atlanta Team

John Ray, J.D.

John Ray, J.D.

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

Marcia Mayoue, CFP®, CFA®, CFDA®

Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
Hannah Morris

Hannah Brumley

Experience & Operations Associate
What Hannah loves most about her job is that BIP…
Karen Chermak

Karen Chermak

Relationship Manager
Karen’s favorite part of her job is helping clients make…
CJ Young

CJ Young

Associate Advisor
One thing that CJ loves about BIP Wealth is the…
Forrest Robertson, CFP

Forrest Robertson, CFP®

Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…
Andrew Somoza

Andrew Somoza

Vice President of Business Development
Andrew has spent his career helping others and growing businesses.…
Taylor Putnam

Taylor Putnam

Relationship Manager
After having a handful of years in the financial and…

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