Miri Maxon

Manager, Client Service Operations

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Colleges

Penn Foster College

Office Location

Atlanta (HQ)

Miri joined Homrich Berg as a Client Care Coordinator in October 2013. Prior to HB, Miri spent eleven years on Lee Van Leuvan’s team at LVL Financial, Inc. At Homrich Berg, she manages a client service team to handle day-to-day client needs, money movements, new client onboarding, and various account servicing needs.

Miri graduated with her B.S. in Criminal Justice and A.S. in Business Management/Finance from Penn Foster College. She has also completed certifications in Bookkeeping, Microsoft Office and the Paraplanner Certification program. In her spare time, she enjoys cruising and traveling to the beach.

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Miri joined Homrich Berg as a Client Care Coordinator in October 2013. Prior to HB, Miri spent eleven years on Lee Van Leuvan’s team at LVL Financial, Inc. At Homrich Berg, she manages a client service team to handle day-to-day client needs, money movements, new client onboarding, and various account servicing needs.

Miri graduated with her B.S. in Criminal Justice and A.S. in Business Management/Finance from Penn Foster College. She has also completed certifications in Bookkeeping, Microsoft Office and the Paraplanner Certification program. In her spare time, she enjoys cruising and traveling to the beach.

Colleges

Penn Foster College

Office Location

Atlanta (HQ)