Meet the Client Support Team

Alex Stevenson

Relationship Manager, The Money Advisor Group
Alex has spent the last 14 years helping take care…

Donald Phan

Relationship Manager
Donald has spent his entire career building relationships and helping…

Jeremy Hermida

Business Development Officer
Having Jim Poole as one of his personal and professional…

Marna Friedman

Relationship Manager
An attorney by background, Marna has spent the last 7…

Santi Montiel

Relationship Manager
Santi enjoys being in the position of helping individuals and…

JJ Boot

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

Kevin Hires

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

Chase Murray

Business Development Officer
As a former professional baseball player, Chase enjoys being in…
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 Join the BIP Family

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