Meet the Client Services Team

Vanessa Patterson

Relationship Manager, BlueChip
Vanessa brings over 15 years of experience in operations, sales,…

Nicole Clement

Relationship Manager, BlueChip
Nicole has been in the financial services industry since 2011…

Caroline Somoza

Relationship Manager
Caroline brings a lifelong love of baseball to her role…

Sofia Mears

Relationship Manager
Sofia finds genuine reward in making clients’ lives easier—handling the…

Sarah Mosley

Relationship Manager
Sarah Mosley serves as a Relationship Manager at BIP Wealth…

Jake Lee

Relationship Manager
At Kennesaw State University, Jake worked his way into leadership…

Elizabeth Binney

Relationship Manager, Prehmus Financial
Elizabeth has a genuine love for meeting and working with…

Agustin Vega

Relationship Manager
With over 18 years of experience in the financial industry,…
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