Meet the Client Support Team

Liz Patterson

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

Loring Scott

Marketing & Events Coordinator

Nirali Patel

Product Owner
As a Milton / Alpharetta native, Nirali is excited be…

Amanda Culpepper

Senior Accountant
Amanda has spent the past 17+ years gaining progressive accounting…

Ashley Ricci

Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…
Sarah Watchko, J.D.

Sarah Watchko, J.D.

Estate Planning Advisor
Sarah developed a passion for working with aging and special…
Alex Stevenson

Alex Stevenson

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

Jeremy Hermida

Business Development Officer
Having Jim Poole as one of his personal and professional…
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Join the team that's shaping the future of wealth management.
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