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Specialist, Client Service Operations

May 19, 2025 by

Brandon Taylor

May 2, 2025 by

Brandon joined Homrich Berg in March 2025 and serves as a Specialist in Client Service Operations. He assists with money movements, custodian account requests, and preparations with client meetings.

Prior to HB, he spent five years with LGE Community Credit Union. Initially serving members as a Financial Solutions Specialist, he then moved on to serve employees as an IT Specialist in the IT Department.

Brandon earned his Bachelor’s degree in Business Administration with a concentration in Management from Kennesaw State University.

In his spare time, Brandon enjoys playing the guitar and bass, spending time with family, and running.

Todd Reinhardt

May 2, 2025 by

Todd joined Homrich Berg in March 2025 as an Associate with the Financial Planning team. He assists in developing and implementing tailored investment strategies and financial plans for clients.

Before joining HB, Todd worked as an Associate Vice President at Preferred Capital Securities with a focus on alternative investments.

Todd earned his Bachelor’s degree in Finance with a minor in Sports Management from the University of Georgia.

Alex Brooks

May 2, 2025 by

Alex joined Homrich Berg in March 2025 and is a Specialist in Client Service Operations on the CSO Flex Team. In her role, she is committed to delivering exceptional service and support to HB’s clients. With a strong focus on building lasting relationships and understanding each client’s unique financial goals, she aims to meet their needs with great attention and efficiency.

Before joining HB, Alex spent a few years working with Bison Wealth, where she served clients and performed operations. This experience built her a foundation for working in the wealth management industry.

Alex received a B.A. in Political Science from Georgia State University.

In her spare time, Alex enjoys reading, fitness, spending time with her three pets, and gardening.

Keaton Roberson

May 2, 2025 by

Keaton joined Homrich Berg as an Associate in March 2025. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Prior to joining HB, Keaton spent several years in corporate finance, including roles at leading retailers such as The Home Depot and Harbor Freight Tools. He graduated cum laude from Georgia Southern University with a Bachelor of Business Administration in Finance.

Keaton resides in Reynoldstown. In his spare time, he enjoys traveling, spending time with friends and family, staying active through golf and pickleball, and cheering on the Georgia Southern Eagles football team.

Wealth Advisor

March 18, 2025 by

Taylor Fiffie

March 14, 2025 by

Taylor joined Homrich Berg in February 2025 as a Specialist within Client Service Operations. In her role, she resolves client inquiries, assists advisors with client meeting preparation and follow-up, and prepares and processes investment account applications, account transfers, and money movements.

Before joining HB, Taylor spent the previous three years working in trade operations at FIS in Atlanta.

She earned her Bachelor’s degree in Business Administration with a concentration in Management from Clayton State University.

In her spare time, Taylor paints and loves to travel.

Ian Davis

March 14, 2025 by

Ian joined Homrich Berg in February 2025 as an Associate with the Financial Planning team. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Before joining HB, Ian worked as a Financial Professional at Piedmont Wealth Partners, a boutique wealth management firm in Atlanta, GA. He worked alongside the Director of Financial Planning and Senior Wealth Advisor to curate and implement holistic financial plans, inclusive of investment allocation and private alternative opportunities.

Ian earned his Bachelor’s degree in History with a minor in Chinese Language & Culture from Georgia State University.

He currently lives in Smyrna, GA, where he enjoys spending time with his wife and friends. He is also an avid golfer and enjoys traveling.

Molly Guenther, CFP®, CFA

March 12, 2025 by

Molly joined Homrich Berg in March 2025 as a Managing Director. She works with her clients to help them achieve their long-term goals through financial planning, investing and strategic estate planning.

Before joining HB, Molly spent eight years with Buffington Mohr McNeal in Boise, Idaho as an Investment Strategist. She spent time at Montag Wealth Management and SunTrust Banks in Atlanta, GA prior to moving to Idaho.

Molly is a member of the Rotary Club of Boise and serves on the Finance Committee for Ronald McDonald House Charities of Idaho. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

Molly holds a Bachelor of Science degree in Management from Georgia Institute of Technology. She is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ professional. Molly is a member of the CFA Society of Atlanta.

Molly enjoys running, biking, watching baseball and spending time with family and friends.

Please see Important Disclosure Information Regarding Awards and Recognition

Camryn Reddick

February 25, 2025 by

Camryn joined Homrich Berg in February 2025. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Camryn spent nearly three years with Children’s Healthcare of Atlanta, where she worked as a BACB-certified Registered Behavior Technician, teaching children with autism language and developmental learning skills. She earned her Bachelor’s degree in Psychology from Hampton University.

In her spare time, Camryn enjoys staying active through fitness, soccer, and hiking.

Alex Keiss

February 25, 2025 by

Alex joined Homrich Berg in January 2025. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.

Before joining HB, Alex worked as a Financial Planning Associate with Chamberlain Financial Advisors, a small RIA in Decatur, GA. He worked alongside the principal advisor, developing financial plans for clients and assisting in client service and communication.

Alex earned his Bachelor’s degree in Financial Planning from the University of Georgia. He passed the CFP® exam in November 2024 and is currently working on the experience hours to complete the designation.

In his free time, Alex enjoys playing guitar, spending time with family and friends, running, reading, and cheering on the Atlanta Falcons.

Cambria Russell, CRPC®

February 25, 2025 by

Cambria joined Homrich Berg as an Associate in January 2025. She assists in developing comprehensive financial and investment strategies for families and individuals.

Before joining HB, Cambria served as client service manager for CIBC Family Office, where she provided comprehensive client service and account administration for high-net-worth individuals, families, and foundations. Additionally, she was a practice manager at Lincoln Financial Advisor’s, where she supported a team of five financial planners, managed business operations, and completed client financial planning analysis. Prior to her time at Lincoln, she served as a client service coordinator at Ameriprise Advisory.

Cambria earned a Bachelor’s degree in Music Business Management from Berklee College of Music and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.

In her spare time during the winter season, Cambria is an avid snowboarder. She also enjoys attending local live music performances.

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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
  • History
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  • 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
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