Meet the Client Support Team

Chase Murray

Business Development Officer
As a former professional baseball player, Chase enjoys being in…

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…

Heather Callahan

Director of People Operations
Heather knew in high school that HR/People Ops was where…

Duncan Meredith

Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…

Lori Boykin

Relationship Manager - Baseball Division
Lori has worked in the financial industry for the past…

Matt Edmiston

Relationship Manager
Matt takes great pleasure in working at BIP Wealth because…

Mary Pemberton

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

Randy Carroll

Randy considers himself a career banker who retired in 2011.…
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 Join the BIP Family

Join the team that's shaping the future of wealth management.