Meet the Client Services Team

JJ Boot

Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Kevin Hires

Kevin Hires

Relationship Manager
Kevin has spent the past 5 years of his career…
Lori Boykin

Lori Boykin

Relationship Manager
Lori has worked in the financial industry for the past…
Mary Pemberton

Mary Pemberton

Relationship Manager
Mary has been in the Financial Services industry for over…
Michel Cowdery

Michel Cowdery

Relationship Manager
At BIP Wealth, Michel knows he is in a position…
Hannah Morris

Hannah Brumley

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

Taylor Putnam

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

Karen Chermak

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

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