Chief Financial Officer
Darrick has spent much of his career in finance leadership…
Personal Wealth Advisor
Ashley enjoys the fact that by working at BIP Wealth…
Associate Advisor
Jack’s favorite aspect of working at BIP is the opportunity…
Full Stack Software Developer
Since his childhood, Leonardo has always been passionate about technology…
Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…
Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Relationship Manager
Lori has worked in the financial industry for the past…
Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…
Experience & Operations Associate
What Hannah loves most about her job is that BIP…
Director of Finance, Prehmus Financial
Geoff oversees the day-to-day operations of the Prehmus team and…
Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Relationship Manager, Prehmus Financial
Melissa supports advisors and clients with day-to-day transactions, activities, and…
Associate Advisor
Drew enjoys helping families grow their wealth and achieve their…
Director of People Operations
Heather knew in high school that HR / People Ops…
Chairman
Randy considers himself a career banker who retired in 2011.…
Associate Advisor
Hayes loves to work with clients, making them feel heard…
Relationship Manager
Karen’s favorite part of her job is helping clients make…
Associate Advisor
The best part of James’ job, according to him, is…
Relationship Manager
At BIP Wealth, Michel knows he is in a position…
Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…
Senior Accountant
Amanda has spent the past 17+ years gaining progressive accounting…
Portfolio Manager
There is a unique art to a portfolio manager’s role…
Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…
Partner, Prehmus Financial
Chad has a diverse background as a financial professional, including…
Sr. Devops Engineer
Rashmi works on the technology team here at BIP Wealth…
Associate
Emily has always been passionate about learning and connecting with…
Relationship Manager
An attorney by background, Marna has spent the last 7+…
Compliance Specialist
John loves working with the team at BIP, describing everyone…
Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Relationship Manager
Mollie is a Relationship Manager at BIP with 4+ of…
Vice President – Strategic Growth
Danny worked most of his life to help young men…
Personal Wealth Advisor
The best part of Matt’s job is building meaningful relationships…
Relationship Manager
Mikhail enjoys being able to bring clients security when it…
Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Wealth Consultant
Having Jim Poole as one of his personal and professional…
Director of Software Development
In his leadership position with BIP Wealth, James enjoys helping…
Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…
Personal Wealth Advisor
As a former professional baseball player for 10 years, including…
Portfolio Manager
Darius has spent over 10+ years helping individuals and families…
Relationship Manager
Kevin has spent the past 5 years of his career…
Personal Wealth Advisor
Ross has spent the last 15 years in the industry…
Business Analyst
Sindhuri is a Business Analyst who finds excitement in uncovering…
Relationship Manager, Prehmus Financial
Paulette enjoys building meaningful relationships with clients and learning about…
Partner, Prehmus Financial
Scott has served as a financial advisor for more than…
Associate Advisor
In his role with BIP Wealth, Drew loves being able…
Director of Investment Operations
Steven has valued the opportunity to work with various financial…
Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
Director of Product
Dan enjoys being inspired by the incredible staff at BIP…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Associate Advisor
One of the most rewarding aspects of working at BIP…
President, Columbus
Tim originally founded The Money Advisor group in 2001 with…
Manager, Columbus
Jim’s favorite thing about this business is the people—both clients…
Relationship Manager
Santi enjoys being in the position of helping individuals and…
Associate
Hunter’s passion for personal wealth planning comes from the ability…
Wealth Consultant
As a former professional baseball player, Chase enjoys being in…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Relationship Manager, Prehmus Financial
Mary Pat’s favorite part of working at Prehmus is the…
Product Owner
As a Milton / Alpharetta native, Nirali is excited be…
Relationship Manager
Liz joined BIP Wealth after participating in the firm’s inaugural…
Relationship Manager
Mary has been in the Financial Services industry for over…
Relationship Manager
Shelby has spent the past 25 years—12 in Financial Services—building…
Personal Wealth Advisor
There are a lot of firms that help you manage…
Tax Advisor
Allie started her career at a CPA firm, where she…
Partner, Prehmus Financial
Warren is the founder of Prehmus Financial. He founded the…
Partner, Prehmus Financial
Drew serves young people who have come into significant assets—be…
Relationship Manager
After having a handful of years in the financial and…
Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…
Personal Wealth Advisor
With 20 years of experience in financial services, Aron takes…
Personal Wealth Advisor
Forrest has been in financial services for 30+ years but…
Personal Wealth Advisor
Kyle has spent the last 12+ years serving families to…
Marketing & Events Coordinator
Loring brings a diverse professional background to her role, with…
Personal Wealth Advisor
JP has spent 20+ years striving to constantly improve his…
Personal Wealth Advisor, Prehmus Financial
Ryan has built his entire career around serving others. He…
Senior Software Developer
Jason has spent the last 20 years working for small…
Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…
Vice President – Strategic Growth
Andrew has spent his career helping others and growing businesses.…
Personal Wealth Advisor
Michael has spent the last 26+ years of his career…
Portfolio Manager
Matt Speed is a Portfolio Manager with BIP Wealth. Matt has been in…
Relationship Manager
Alex has spent the last 14 years helping take care…
Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…
Estate Planning Advisor
Sarah developed a passion for working with aging and special…
Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…
Associate Advisor
Justin enjoys meeting and being able to build relationships with…
Associate Advisor
One of the greatest parts about BIP Wealth, according to…
