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

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

Personal Wealth Advisor
Michael has spent the last 26+ years of his career…

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

Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…

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

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

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