Zachary enjoys the opportunity to build lasting relationships while helping people achieve clarity and confidence in their financial future. He finds it rewarding to combine strategic thinking with genuine client care.
Outside of work, Zachary spends much of his time outdoors, especially golfing and hunting. Sports are a significant part of his life—whether he’s following UGA football, cheering on the Braves, or watching the PGA and NFL on Sundays after church. He also loves traveling and seeking out new experiences that blend good food, culture, and the outdoors. Friends and colleagues often describe Zachary as someone who brings energy, humor, and authentic curiosity to every conversation.
Zachary currently resides in the Vinings area with his family close by. They spend a lot of their time together around church and sports.
Education
- Bachelor of Business Administration, Finance – Kennesaw State University
Prior Professional Experience
- Wellstar Health System – Paramedic
Mikhail is passionate about leveraging analytical thinking to create real-world impact. He is committed to building trust, delivering long-term value, and helping clients navigate the decisions that shape their financial future. Drawing on his experience, he balances strategic insight with purpose-driven guidance to foster meaningful, enduring client relationships.
Outside of work, Mikhail enjoys spending time outdoors with his wife and son, creating new memories as a family. A former hockey player, he now channels his competitive spirit into CrossFit competitions and serves as a licensed CrossFit coach, helping others in their fitness journeys. He also has a love for travel, especially exploring new destinations and culinary experiences around the world.
Mikhail resides in the Metro Atlanta area with his wife, son, and their three dogs.
Education
- Masters of Arts, Developmental Psychology – Liberty University
- Bachelor of Arts, Political Science (Economics) – Georgia State University
Prior Professional Experience
- Registered Representative – Harmon Financial (Raymond James)
- Senior Director of Behavioral Resources – ProCare Therapy
Associations and Affiliations
- Member of Financial Planning Association (FPA)
Licenses and Registrations
- Series 65, Investment Advisor Representative
Matt Speed is a Portfolio Manager with BIP Wealth. Matt has been in the industry for 10+ years. Before joining BIP Wealth, Matthew was an Equity Trader at Wells Fargo and Fixed Income Trader at Truist.
He earned his bachelor's degree from Kent State University and a Master of Science in Finance from Georgia State University. He enjoys the mathematical side of the markets and taking time to understand the ‘why’ of how the capital markets move.
Outside of work, Matt enjoys volunteering with GSU, Boys and Girls club, junior achievement and SOMOS project Nicaragua. He enjoys Atlanta run club, though usually finds himself at the back of the pack.
Matt Currently resides in Midtown Atlanta.
Education
- Masters of Science, Finance – Georgia State University
- Bachelor of Science in Business Administration, Finance – Kent State University
Prior Professional Experience
- Vice President, Fixed Income Trader – Truist Wealth
- Investment Associate – SunTrust Investment Services
- Trading Service – Wells Fargo Advisors
Jim Money, Jr., CFP®, ChFC®, CLU®
Jim's favorite thing about this business is the people—both clients and team members. He really enjoys the complexity of the field of wealth management. As a Veteran of the US Air Force, Jim appreciates that there's always something new to learn, which helps keep him sharp. Jim has worked with his brother Tim in Columbus since 2006. He is excited for the future with BIP Wealth and all the new opportunities he and the rest of the Columbus team and clients will have with this new partnership.
When he's not at work, Jim's favorite thing is to spend a Saturday cooking chili and watching the Alabama Crimson Tide with his family. Jim and his wife enjoy being outside, working in the yard, and exploring while they travel together. A lifelong outdoorsman, Jim enjoys hunting, fishing, and being out in the field. He also loves perfecting his cooking abilities while firing up his Lang smoker to cook for his family and church community.
Jim and his wife Laurie live in Columbus with their dog, Ginger. They have 4 grown children and 6 beloved grandchildren.
Education
- Bachelor of Business Administration, Accounting – Columbus State University
Prior Professional Experience
Associations and Affiliations
- Member and Community Group Leader at Crosspointe Church in Columbus
Licenses and Registrations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Series 65
- Investment Advisor Representative
Jeffrey is driven by the relationships he has created through his various roles in the investment and wealth management industry. While he enjoys the rigors of fundamental and technical research of investment products and strategies, he always makes the time to problem-solve client and team member issues and concerns.
Jeffrey enjoys spending time with his family and dog, Luna. He enjoys golfing with his kids, finding new restaurants in Atlanta, and traveling to exotic locations. He also enjoys listening to podcasts, binging the latest shows on Netflix, and studying investment theories and ancient texts.
Jeffrey moved to Atlanta in 2020, previously living in St. Louis and Chicago. He is married, has three children, and a 2 1/2 year old English Cream Golden Retriever, Luna.
Education
- Master of Business Administration, Finance – DePaul University
- Bachelor of Business Administration, Accounting – The University of Iowa
Prior Professional Experience
- Senior Financial Analyst, Derivative Products – Resolution Life US
- Fiduciary Asset Management – Investment Product Analyst
- Investment Sales/Relationship Manager – BRUT ECT
- Equity Options Market Maker – Chicago Board Options Exchange (CBOE)
- CPA – Checker, Simon, & Rosner
Associations and Affiliations
- CFA® Society of Atlanta
- CFA® Institute
- The Southeastern Alternative Fund Association
Licenses and Registrations
- Chartered Financial Analyst® charterholder
Eric joined BIP Wealth in 2011 and has over two decades of experience helping affluent families manage their investment portfolios. Eric is keenly aware of the tax effects and planning implications of portfolio management decisions and keeps them in mind when making decisions for clients. He is dedicated to promoting the highest standards of education, integrity, and professional excellence within the investment industry for the benefit of investors.
Eric enjoys competing as a bicycle racer for the North Georgia Cycling Association (NGCA) racing team. His passion for road cycling, gravel riding, mountain biking, dirt biking, and hiking gives him a chance to enjoy some of the more rural parts of Georgia and the Southeastern U.S. on two wheels, as well as on foot.
Eric currently resides in Gwinnett County, where he is an active parent of a teenager, and Charlie, the best frisbee dog in the world!
Education
- Master of Business Administration – Pamplin School of Business, Virginia Tech
- Bachelor of Science – College of Human Resources at Virginia Tech
Prior Professional Experience
- Financial Consultant – Charles Schwab & Co., Schwab Private Client
- Senior Relationship Manager – Charles Schwab & Co., Schwab Institutional
Associations and Affiliations
- Financial Planning Association
- Atlanta Society of Financial Analysts
- MBA Alumni Association, Virginia Tech
Licenses and Registrations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Analyst® charterholder
- Series 65, Investment Advisor Representative
Steven has valued the opportunity to work with various financial services and wealth management teams for over 20+ years. The skills and experiences he has gained with every organization with which he has worked have contributed towards his goal of understanding the needs of investors and colleagues so that value-added collaboration can be achieved. Steven is proud to be aligned with the breadth of intellectual capital and business expertise at BIP Wealth.
Outside of BIP Wealth, Steven loves spending time on the move; either in the great outdoors or pursuing random adventures with his son. Sports, discovering new events, and staying active are some of his top priorities. Supporting others and lending a hand, or some insight is always top of mind when opportunities arise.
Steven currently resides in the Sandy Springs area with his son.
Education
- Bachelor of Arts – Augusta University
Prior Professional Experience
- Business Development Manager – RAA/Allworth
- Branch Manager – TD Ameritrade
- Branch Service Manager – Fidelity Investments
- Branch Manager – Charles Schwab
Associations and Affiliations
- Non-Profit Board Volunteer
- Childhood Development – Education, Special Needs, Family Support
Licenses and Registrations
- Series 65, Investment Advisor Representative
- State of Georgia Insurance License
There is a unique art to a portfolio manager’s role that is completely lost in today’s algorithm-driven world of the average wealth management firm. BIP has built an unparalleled platform that allows this art form to survive and thrive, which is one of the biggest reasons Thomas loves his position at BIP Wealth.
While not at work, Thomas can be found cycling, hunting, traveling, and making the most of everyday with his family of five. His three kids keep him and his wife busy pretty much all of the rest of his time!
Education
- Bachelor of Science in Economics – Furman University
Prior Professional Experience
- Investment Portfolio Manager Vice President – SunTrust Banks, Inc.
- PAM Portfolio Specialist – SunTrust Banks, Inc.
Associations and Affiliations
- CFA® Institute
- Atlanta Society of Finance and Investment Professionals
Licenses and Registrations
- Chartered Financial Analyst® charterholder