Meet the Atlanta Team

Karen Chermak

Karen Chermak

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

CJ Young, CFP®

Associate Advisor
One of the greatest parts about BIP Wealth, according to…
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 – Strategic Growth
Andrew has spent his career helping others and growing businesses.…

Darius Hicks, CFA®

Portfolio Manager
Darius has spent over 10+ years helping individuals and families…
Kyle Schmidt, CFP

Kyle Schmidt, CFP®

Personal Wealth Advisor
Kyle has spent the last 12+ years serving families to…
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