Meet the Client Support Team

Mark Parker, CEPA

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Heather Callahan

Heather Callahan

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

Duncan Meredith

Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…
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…
Nate Smith

Nate Smith

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

Jason Shinn

Senior Software Developer
Jason has spent the last 20 years working for small…

Dan McDonald

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

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