Meet the Client Support Team

Heather Callahan

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…
Lori Boykin

Lori Boykin

Relationship Manager
Lori has worked in the financial industry for the past…
Mary Pemberton

Mary Pemberton

Relationship Manager
Mary has been in the Financial Services industry for over…
Darrick Alford, CPA

Darrick Alford, CPA

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

Michel Cowdery

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

Nate Smith

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

Randy Carroll

Chairman
Randy considers himself a career banker who retired in 2011.…
Dan McDonald

Dan McDonald

Director of Product
Dan enjoys being inspired by the incredible staff at BIP…

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