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Diversity

Diversity

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Embracing Our Differences for a Better HB

Homrich Berg created our Diversity, Equity, & Inclusion (DEI) Committee in 2020 to formalize the efforts we had focused on for many years to ensure that our firm mirrored the fabric of the communities where we work, live, and serve our clients.

Our DEI Committee Mission is clear: HB is dedicated to creating an inclusive environment where diversity is respected and valued and all individuals are comfortable bringing their authentic selves to work. We will build and nurture an HB culture where inclusiveness and equitable practices are priorities. Through financial literacy, career opportunity awareness, and outreach programs we will uplift the communities where we live and work.

DEI Committee Members

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Katie Bigley

Senior Specialist, Operations
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Kruti Bolick, CFIRS

Chief Risk Officer
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Thomas Carroll, CFP®

Principal, President & Chief Executive Officer
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Amy Hanson, MBA

Director of Marketing and Communications
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Sarron Hazqiyal

Specialist, Client Service Operations
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Kossandra McDuffie, CPA, CFP®

Director, DEI Committee Chair
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Leslie Nolen

Manager, Client Service Operations
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Michelle Padron, PMP®

Chief of Staff
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Tremayne Perry

Corporate Controller & Director of Financial Planning and Analysis
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Ben Riddick, CFP®

Principal
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Maggie Sudholt, SHRM-CP

HR Operations Manager
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Cindy Wilson, CFP®

Director

DEI Committee Activities

Our committee serves as the hub for our various activities inside and outside HB, including the example activities listed below:

African-American Financial Advisors Foundation

Building relationship with the Association of African-American Financial Advisors (AAAA) Foundation. This group has a mission to create pathways for African Americans to make a distinguishable impact in the financial planning profession. The AAAA Foundation strives to build a pipeline for future African American financial planners through career resources, industry partnership, educational grants, and community service.

Local HBCUs

Continuing to strengthen our relationships with local HBCUs in the Atlanta University Center and with Georgia State University to provide students with exposure to our industry as a viable career option and to introduce students to opportunities available at Homrich Berg.

Social Justice & Financial Planning Organizations

Giving to Social Justice and Financial Planning Organizations promoting diversity via employee and firm gifts.

Workshops

Firmwide Diversity, Equity & Inclusion workshops

Celebrating National Heritage Months

Celebrating National Heritage Months throughout the year by bringing awareness to each group via emails on why the month was created including highlighting key people in history, creating topical lunch and learn events, hosting cultural celebrations and happy hours, and more.

HB Financial Literacy Initiative

Our goal is to create a financial literacy program at Homrich Berg that will support our Atlanta community.

To do this we have reached out to schools, churches, and charities, letting them know Homrich Berg is here to help. We are available to present to their organizations as a group or one-on-one on a variety of financial planning topics (e.g. budgeting, loans, first time home buyers, investing, savings, and more).

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Some of the organizations we have partnered with to date include:

Buckhead Christian Ministry Budget for Life Program

The program is designed to prevent homelessness for working people who are at risk of becoming homeless, including teaching them how to budget their money and achieve financial stability.  BCM works closely with each participant to create a personalized plan for achieving financial stability and provides rent and utility payments, financial education courses and supportive services over the course of 12 months.

Wellroot Family Services

This program is designed to provide monthly agreed upon financial presentations, covering various topics that help to improve the financial conditions of the clients they serve.

The Wilson Academy

The Wilson Academy is a private, elementary, middle & high school with a strong focus on financial literacy, STEM, and college preparation for minority students. As part of their financial literacy component, the high school’s financial planning program series teaches the students about money management, borrowing, earning power, investing, financial services and insurance.

If you have an organization that you would like Homrich Berg to partner with, please reach out to any member on the DEI committee or your client service team to let us know.

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Our Locations

GEORGIA

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Tampa

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TENNESSEE

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SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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