Andrew Robertson, CFP®

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Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for living.

Syeda Ahmed

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Syeda joined HB in March of 2021. She spent the past five years as a Sr. Enrollment Services Specialist at Georgia State University. Before that, she was in banking for a number of years with PNC Bank and CDC Federal Credit Union. She attended Kennesaw State University where she received a Bachelor of Science Degree.

Syeda is originally from Queens, New York. In her spare time, she enjoys spending time with friends and family.

Caroline Maughon

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Caroline joined Homrich Berg in March of 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Caroline attended the University of Georgia, graduating in May of 2018 with a bachelor’s degree in Political Science with a minor in Public Policy & Administration. In her free time, Caroline enjoys traveling, coaching color guard, and spending time with her family, friends, and pets.

Jamie Hennessy, ACA

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Jamie joined Homrich Berg in 2021 as Chief Financial Officer and is a Principal of the firm. He leads the firm’s accounting, finance and reporting functions, as well as oversees the company’s data analytics efforts.

Prior to joining Homrich Berg, Jamie most recently served as Chief Financial Officer at Wentworth Management Services, an aggregator of companies in the Wealth Management space and prior to that served as Controller of Private Wealth Management at SunTrust, now Truist. Jamie started his career in public accounting at Grant Thornton where he spent 10 years in audit serving clients in a multitude of sectors in the UK, Australia and finally Atlanta.

Jamie received a MPharmacol (first class) from the University of Bath, UK in 2008 and became a member of the Institute for Chartered Accountants of England and Wales (ICAEW) in 2011. He lives in the Brookhaven with his wife, daughter, and son.  In his spare time he loves to both travel and play golf.

Sarah Markwalter, CFA, CFP®

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Sarah joined Homrich Berg in 2021 after relocating from Baltimore. Prior to joining Homrich Berg, she spent three years with Brown Advisory, an independent investment management firm. Sarah attended the University of Notre Dame, where she graduated with a Bachelor of Business Administration in Finance and a minor in Entrepreneurship and Innovation. Sarah is a member of the CFA Institute and the CFA Society of Atlanta. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, Sarah enjoys traveling, reading, and attending ND football games in the fall.

Christina Rotolo

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Christina joined Homrich Berg in 2021 and serves as a Manager within the Client Service Operations department. She manages a team of Client Service Operations professionals, working with client service teams to assist with money movement, account paperwork, and meeting preparation.

Before joining HB, Christina worked for Keller Williams Realty for 7 years in various roles, including Client Care and Director of Marketing. She graduated with a B.A. in Psychology from Ramapo College in 2012.

Christina lives in Norcross with her rescue dog, Sandy. In her spare time, Christina enjoys reading, jigsaw puzzles, exploring new parks with her dog, or testing recipes in her kitchen.

Kerry Gordon

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Kerry Gordon joined Homrich Berg in December 2019. With an exceptional combination of organizational and people skills, she works closely with other members of the Homrich Berg management team to direct, manage and oversee firm level projects that impact firm success, team performance and client experience.

Kerry has over 15 years in the financial services industry. Prior to HB she worked with Cedar Rowe Partners as the firm’s operations manager, was a Regional Marketing Director at Northern Trust Bank, as well as a Client Associate at American Express.

Kerry is a graduate of Florida State University. She is an avid sports fan, especially football, formula one and tennis.

Lee Earhart

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Lee joined Homrich Berg in December 2019. Prior to HB, he was the chief portfolio operations contact and lead trader for Cedar Rowe Partners. Lee works with clients and their advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios daily for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with money movements, custodial account paperwork such as account applications, account transfers, and Required Minimum Distributions.

Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services.

A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies, and spending time with each other. They live in Lawrenceville with their seemingly ever-growing number of rescued cats.

Jimmy Trimble, CFP®, CEPA

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Jimmy joined Homrich Berg as Director of Business Development in 2019. He brings over 30 years of experience in the fields of Wealth Management and Financial Services where he has enjoyed helping many individuals, families, and businesses with their financial and wealth strategy.

Prior to joining HB, Jimmy spent most of his career in the banking industry, focusing on Commercial & Private Banking and Specialty Lending. He founded the Private Banking Group of Fidelity Bank, which he led from 2007-2014.

Jimmy is a graduate of the Scheller College of Business at Georgia Tech and earned an MBA with a concentration in Finance from Georgia State University. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2002, Certified Exit Planning Advisor designation in 2024, and is a graduate of the Stonier Graduate School of Banking.

Jimmy serves the community in various roles including Treasurer of Northside United Methodist Church and the Life-to-Eagle coordinator for Boy Scout Troop 298. He is also active in the men’s ministry and high school ministry at Northside Methodist Church. Previously, he served as a Georgia Tech Alumni Trustee, including three years on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing as well as a board member of the Atlanta Estate Planning Council and a long-time member of the Pace Academy Annual Fund team. Jimmy has also chaired several non-profits and civic organizations including the Academy of Medicine, Camp Evergreen, and Proactive Ministries.

Jimmy and his wife Laura live in Buckhead and have a daughter who is a consultant in Atlanta and a son studying Finance at UGA.

Leslie Nolen

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Leslie joined HB in June 2019 as Family Office Manager and current is a Manager within Client Service Operations.

Prior to joining Homrich Berg, Leslie spent eight years in the electric car/AI industry, where she most recently served as VP of Customer Experience and Logistics for Autonomous Fusion.  Leslie has spent the majority of her career in management, customer care, accounting, and operations with startup technology companies beginning with MindSpring/Earthlink.

Leslie graduated from Georgia Southern University with a Bachelor of Arts in Communications and a Minor in Business.  She enjoys reading, hiking, kayaking, volunteering, spending time with family and friends, and cheering on the Atlanta Falcons in good times and bad.

Thomas Carroll, CFP®

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Thomas is President and CEO at Homrich Berg. Thomas added the role of CEO after a well-planned leadership transition where he served as President for four years. In his role as President, he served as a key member of executive management, leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high-touch, fiduciary fee-only client service to HB clients on all the important financial issues they face in their lives.

Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank.  In that role, he managed all of the core private wealth management sales and client service activities on a national basis across nine SunTrust divisions. Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, the multi-family office subsidiary of SunTrust Bank, which provides independent advice to ultra-high-net-worth families.  Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust. In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Thomas has spent his entire career in the wealth management industry and was an advisor managing high-net-worth client relationships before transitioning into his leadership roles.

A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is active in the community, currently serving as a member of the Charles Schwab Advisor Services Advisory Board, on the Wake Forest Athletics Advisory Council, on the Leadership Council of Zoo Atlanta, and as an Advisory Board member for The UHNW Institute, and as a member of the BNY Pershing Wealth Executive Board. He has previously served on the Emory University Board of Visitors as well as the Board of Trustees for the Atlanta Sports Council, the Metro Atlanta Chamber of Commerce, the Atlanta Botanical Gardens, the Atlanta Children’s Shelter, the Atlanta Police Foundation, Young Harris College and as a Lay Leader for Peachtree Road United Methodist Church.

Thomas is married to Susan, and they have three children, Eleanor, Hayes, and Ben.

Kyle Glenn, CFA

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Kyle joined Homrich Berg in 2020 as Chief Operating Officer, returning after a previous stint with the firm from 2008-2013.  He leads the firm’s internal operations, helps align the firm’s talent and culture with its long-term objectives, and drives strategic initiatives to support future growth.

Prior to re-joining Homrich Berg, Kyle was a Manager in Bain & Company’s Atlanta office.  In his 5 years at Bain Kyle led teams serving clients across a wide variety of industries, with a focus on Private Equity, Consumer Products, and Technology.  His expertise includes M&A, growth strategy, organization and operating model design, and performance improvement.

Kyle received an MBA with Honors from the University of Chicago Booth School of Business in 2015 and a BS in Management with Highest Honors from Georgia Tech in 2008.  He lives in Brookhaven with his wife and three daughters.  In his spare time he enjoys running, reading, cycling, and wine tasting; he is a coffee snob and BBQ snob (and apologizes for neither).