Julian joined Homrich Berg in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.
Previously, he spent five years with Ernst & Young in Atlanta. There he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.
Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.
Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.
In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.
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