Meet the Operations Team

Jessica Vickery, FPQP™

Director of Finance, BlueChip
Jessica takes pride in working directly with clients and keeping…

Ethan Underwood

Ethan joined BIP as a summer intern and never looked…

Geoff Bryant

Director of Finance, Prehmus Financial
Geoff oversees the day-to-day operations of the Prehmus team and…

John Giesler

Manager, Platform Operations
John loves working with the team at BIP, describing everyone…

Loring Scott

Marketing & Events Coordinator
Loring brings a diverse professional background to her role, with…

Amanda Culpepper

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

Duncan Meredith

Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…
Heather Callahan

Heather Callahan

VP, People
Heather discovered her passion for HR and People Ops in…

 Join the BIP Family

Join the team that's shaping the future of wealth management.
VIEW OPEN POSITIONS
crossmenu