A few of our associates travelled to Athens to be a part of the UGA Financial Planning, Housing, and Consumer Economics Fair today!
Client Cocktail Reception
Last night, we held our annual Client Cocktail Reception at Cherokee Town Club. We had the honor of having Chief Political Strategist, Greg Valliere, as our speaker for the evening.
Client Cocktail Party
Setting up for our annual Client Cocktail Party at the Cherokee Town Club tonight!
Quick Financial Tips for the New Year
The New Year is the perfect time to give yourself a financial checkup. Get started with these tips!
Happy 20th Birthday to Roth IRA!
Tricia Mulcare Presenting at Greater North Fulton Chamber of Commerce
HB principal Tricia Mulcare will be presenting at the Greater North Fulton Chamber of Commerce on Monday (1/8). The event, hosted by Blazej & Associates – Accounting & Bookkeeping Service, will help attendees feel confident navigating unexpected events such as divorce or the death of a loved one. Tricia specializes in helping “suddenly single” women navigate these types of transitions by building their financial plans and assisting with the investment management.
HB Announces New Principal, Jaime Ruff
Homrich Berg (HB) is pleased to announce the appointment of James (Jaime) M. Ruff, CFP®, as the newest Principal for the firm. “Jaime has consistently exhibited dedication to HB and his clients,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome him as the newest owner of HB.”
Jaime has been with Homrich Berg for over eighteen years, and holds a bachelor’s degree in finance from Georgia State University. His primary specialty is retirement planning. Jaime is an active member of the National Association of Personal Financial Advisors (NAPFA), and is a past leader of its Atlanta Study Group. He’s also a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution.
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