Diversity

Diversity

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
A smiling man with gray hair is wearing a gray suit, white shirt, and purple patterned tie, standing against a blurred blue background.

Thomas Carroll, CFP®

Principal, President & Chief Executive Officer
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Amy Hanson, MBA

Director of Marketing and Communications
Portrait of a person wearing a light-colored blazer over a blue top and a necklace. They have short, dark hair and are smiling at the camera. The background is blurred.

Sarron Hazqiyal

Specialist, Client Service Operations
A person with curly hair smiles at the camera, wearing a light-colored patterned sleeveless top. The background is softly blurred, suggesting an indoor setting with large windows.

Kossandra McDuffie, CPA, CFP®

Director, DEI Committee Chair
A woman with shoulder-length brown hair and glasses smiles at the camera. She is wearing a teal blazer over a black top. The background is a blurred light blue and gray gradient.

Leslie Nolen

Manager, Client Service Operations
A person with shoulder-length brown hair, wearing glasses, a black blazer, and a magenta top, smiles in front of a softly blurred urban background.

Michelle Padron, PMP®

Chief of Staff
A person with curly hair and glasses is smiling at the camera, wearing a blue suit and a polka-dot tie. The background is a soft, blurred light blue.

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
A person with curly hair is smiling, wearing a magenta blazer over a black top. The background is softly blurred, suggesting an indoor setting.

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:

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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