by
Shade joined Homrich Berg as a Client Operations Specialist in January of 2020.
She graduated from Georgia Southern University in 2017 with a degree in Fashion Merchandising. After college she moved to California to work as the Office Manager at Show Me Your Mumu.
In her free time you can usually find her at the dog park, visiting her niece or hanging out with family and friends.
by
Maggie joined Homrich Berg in June 2020 and is currently the HR Operations Manager. She previously worked as the HR Generalist at a Midtown Atlanta engineering firm for five years and has been in HR for 10 years. Maggie grew up in the metro Atlanta area and has lived and attended school in Atlanta proper since 2019.
In her free time she enjoys reading, hiking with her husband and dog, attending Atlanta United matches (season ticket holder since ’17!), and playing competitive soccer and bocce.
by
John joined Homrich Berg in 2020 to serve as VP of Technology. He relocated from Colorado where he was a senior consultant with a leading cybersecurity firm. He joined to enhance client services and operations at Homrich Berg through the more effective use of technology while building on their overall security posture.
Before joining Homrich Berg, John founded and developed an IT consulting firm which provided IT services to a number of wealth management firms, family offices and multi-family offices. After successfully leading the firm through its acquisition, John served in several roles including Senior Director of Operations for RapidFire Tools and also served in security consulting roles for Intel Security, McAfee and Herjavec Group.
John graduated from Georgia Tech in 1999 where he discovered his passion for all things IT. He lives in Johns Creek with his wife and 2 boys. He enjoys mountain hikes with his wife, playing and coaching soccer and the occasional snowboarding trip out west.
by
Connor joined Homrich Berg in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently a Senior Associate with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.
Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.
In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.
by
Teri joined Homrich Berg in 2001 and serves as the Lead Performance Reporting and Billing Specialist in the firm’s operations department. Teri’s work duties include supporting and assisting the Client Service Team by monitoring and processing custody related events for Homrich Berg.
In her free time, Teri enjoys spending time with her family.
by
Randee Senseney joined Homrich Berg in December of 2016. She is responsible for greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks. She also assists with coordinating firm-wide employee events.
Randee lives in Marietta. In her free time, she enjoys being involved in the ministries of her church, sewing, and reading. Her favorite pastime is enjoying her children and grandchildren.
by
Kelsey joined Homrich Berg in August 2014 and is currently a Senior Manager within Client Service Operations. She works with the client service teams to assist with fulfilling client needs, money movement, account paperwork, and meeting preparations. Kelsey is also on the Women’s Leadership Network at HB.
Before working at HB, Kelsey worked at PNC Bank as a Universal Branch Consultant assisting clients with their personal banking needs while working with a team of bank partners.
Kelsey enjoys volunteering in the community and spending time with family and friends. She is also a world traveler and an avid Detroit Lions fan.
by
Brittany joined Homrich Berg as a Client Operations Specialist in August 2018. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia College & State University with a Bachelor’s degree in Psychology and a minor in Criminal Justice.
In her free time, Brittany enjoys running, hiking and spending time with family.
by
Michelle joined Homrich Berg in July of 2018 as an Associate after working more than seven years at another Atlanta-based, fee-only advisor. Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also graduated from the University of Georgia with a Master of Science in Financial Planning. She completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ mark in 2015.
In her spare time, Michelle enjoys hiking, kayaking, pickleball, and attending Atlanta United matches.
by
Philip is currently a Principal of Homrich Berg. He joined HB as a Director in January 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to Homrich Berg, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within two years, but while there, served in many capacities.
Philip is actively involved in the Georgia golf community, currently serving as Vice President and Trustee of the GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs, empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. Philip also recently served 6 years as Secretary-Treasurer and Member of the Board of Directors of the affiliated Georgia State Golf Association (GSGA).
In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization based in Atlanta. For more than 30 years, Skyland Trail been inspiring people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research and education.
Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.
Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and five children, golfing, traveling, hunting, and playing various musical instruments.
by
Kaitlyn joined Homrich Berg in March 2019 and currently serves as a Senior Specialist of Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and Homrich Berg’s client service teams. She also works on fund accounting and administration for Homrich Berg’s internal funds of funds. Prior to HB, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.
Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.
by
Nick Thompson joined Homrich Berg in 2017 as the firm’s Systems Administrator. He attended Westwood College Online where he graduated with a Bachelor’s degree in Network Management. Nick’s career in the IT industry began at Triumph Aerostructures in 2012 as a level one helpdesk technician.
In his free time, Nick enjoys spending time with his family and working on various projects at home.
