Meet the Client Support Team

Sindhuri Immidi

Business Analyst
Sindhuri is a Business Analyst who finds excitement in uncovering…

Danny Hall

Vice President – Strategic Growth
Danny worked most of his life to help young men…

John Giesler

Compliance Specialist
John loves working with the team at BIP, describing everyone…

Shelby Perkins Triick

Relationship Manager
Shelby has spent the past 25 years—12 in Financial Services—building…

Mollie Hagerty

Relationship Manager
Mollie is a Relationship Manager at BIP with 4+ of…

Mikhail Harmon

Relationship Manager
Mikhail enjoys being able to bring clients security when it…

Liz Patterson

Relationship Manager
Liz joined BIP Wealth after participating in the firm’s inaugural…

Loring Scott

Marketing & Events Coordinator
Loring brings a diverse professional background to her role, with…
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