Meet the Atlanta Team

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…
Hannah Morris

Hannah Brumley

Experience & Operations Associate
What Hannah loves most about her job is that BIP…
Marcia Mayoue, CFP®, CFA®, CDFA®

Marcia Mayoue, CFP®, CFA®, CDFA®

Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
John Ray, J.D.

John Ray, J.D.

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

Jenni Brown

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

Kyle Schmidt, CFP®

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