Meet the Atlanta Team

James Clark, III

James Clark, III, CFP®

Associate Advisor
The best part of James’ job, according to him, is…

Justin Yost, CFP®

Associate Advisor
Justin enjoys meeting and being able to build relationships with…

Andy Bunch CFP®, CFA®, ChSNC®

Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Taylor Putnam

Taylor Putnam

Relationship Manager
Having almost a decade of experience helping clients with their…
Andrew Somoza

Andrew Somoza

Vice President – Strategic Growth
Andrew has spent his career helping others and growing businesses.…
Forrest Robertson, CFP

Forrest Robertson, CFP®

Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…
CJ Young

CJ Young, CFP®

Associate Advisor
One of the greatest parts about BIP Wealth, according to…
Karen Chermak

Karen Chermak

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

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