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.

Naomi joined Homrich Berg in March 2025 as a Recruiting Coordinator. In her role, she implements key talent acquisition strategies by assisting with all stages of the recruitment process. She supports efficient, seamless, and effective hiring and onboarding practices, while promoting the company’s reputation as an employer of choice.

Before joining HB, Naomi worked as a Recruiting Coordinator at Opendoor for over 2 years. She received her B.A. from Georgia Gwinnett College.

In her free time, Naomi enjoys reading and drinking iced lattes.

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.

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.

Elyse joined Homrich Berg in February 2025 as Senior Events Manager. In her role, she is responsible for designing, producing, and managing a wide range of events that support the company’s strategic goals, while delivering an exceptional experience for clients, partners, and stakeholders. She oversees all aspects of event execution and analysis while reimagining and innovating the types of events HB hosts.

Before joining HB, Elyse worked as Senior Manager of Corporate Events and Conference Centers at Invesco for 15 years. In this role, Elyse was responsible for producing meetings for the firm, ranging from employee morale, board meetings, client meetings, community, etc. In addition to producing events, she also managed the team responsible for producing meetings in the Invesco office. She held various leadership roles in the firm’s business resource groups, such as the Women’s Network, Black Professionals Network, and Working Families.

Elyse serves on the Board of Directors for Financial and Insurance Conference Professionals and is on the Advisory Board for the Georgia State University School of Hospitality.

Elyse graduated from Georgia State University with a Bachelor’s degree in Business Administration and a concentration in Hospitality. She holds multiple certifications, including Certified Meeting Professional (CMP), Certified Professional in Catering and Events (CPCE), and Digital Event Strategist (DES).

In her free time, Elyse enjoys walking trails with her littles, finding new coffee shops, and lounging with family.

David joined Homrich Berg in February 2025. He works on the Business Intelligence team supporting cross-divisional initiatives to establish and maintain data pipelines, dashboards, and tools.

Before joining HB, David spent time working in the Strategic Sourcing Center of Excellence at Carnival Corporation & plc where he provided analytics and developed dashboards to identify savings opportunities. Prior to Carnival, David worked at Marriott Vacations Worldwide and Delta Air Lines providing analytical insights and strategies focused on talent acquisition and customer strategy, respectively.

David earned his B.S. in Business Administration with a concentration in Operations and Supply Chain Management from Georgia Tech, and he serves as the Secretary of the Alumni Board for the Beta Alpha chapter of Theta Xi Fraternity.

David lives in Cartersville with his wife and their cat. He is an avid Braves fan and enjoys spending time reading, hiking, and bourbon tasting.