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
Katie Bigley
Kruti Bolick, CFIRS
Thomas Carroll, CFP®
Sarron Hagos
Tricia Laws, MSHRM, SHRM-CP
Kossandra McDuffie, CPA, CFP®
Tremayne Perry
Ben Riddick, CFP®
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).
Some of the organizations we have partnered with to date include: