Meet the Client Support Team

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…

Mary Pemberton

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

Michel Cowdery

Relationship Manager
At BIP Wealth, Michel knows he is in a position…

Sydney Warren

Relationship Manager
Sydney has worked in the finance industry since graduating college.…

Darrick Alford, CPA

Chief Financial Officer
Darrick has spent much of his career in finance leadership…

Nate Smith

Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…

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