Meet the Client Support Team

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…

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