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Cheryl Gomes

December 9, 2022 by

Cheryl joined Homrich Berg in June of 2021.  She is responsible for supporting financial partners with client meeting preparation, meeting follow-up, preparing customized client reports, and completing account forms.  Cheryl also supports the front desk administrator with greeting clients, managing the client reception area, answering, and routing calls and helping with various executive administrative tasks.

Cheryl lives in Atlanta. In her free time, she enjoys movies, theater, reading, traveling and spending time with family and friends.

David Echard

December 9, 2022 by

David joined Homrich Berg’s IT department in early 2021. Before starting his IT career at HB, David worked for several years in the industrial HVAC industry. While working in HVAC, he earned a B.S. in Computer Information Systems from Georgia State University.

David lives in the Gainesville area, where he leads Younglife at Buford High School. When he has down time, David enjoys going to the movie theater, playing Dungeons and Dragons, and learning.

Brandy Wingo

December 9, 2022 by

Brandy joined Homrich Berg as a Client Operations Specialist in October 2021.  She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at a local CPA firm managing administrative work. She graduated from Georgia State University with a B.A. in English.

Brandy is an Atlanta native. She enjoys learning new skills and taking walks.

Taylor Hammond, CFP®

December 9, 2022 by

Taylor joined Homrich Berg in June 2021 and has worked in wealth management since 2016. He received a B.A. in History from the University of Virginia and went on to receive an M.S. in Commerce with a specialization in financial services from the University of Virginia’s McIntire School of Commerce.

Taylor has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020.

In his spare time, he enjoys playing golf, watching UVA basketball, and spending time with family and friends.

Tremayne Perry

December 9, 2022 by

Tremayne Perry joined Homrich Berg in 2021 as the Corporate Controller and Director of Financial Planning and Analysis. His responsibilities include setting financial controls, developing financial reporting packages, and budgeting and forecasting for the firm.

Tremayne has an extensive background in wealth management including 16 years at SunTrust as CFO of GenSpring Family Office and providing financial planning support to the Institutional Investment Solutions, Sports and Entertainment, International Wealth Management, and Medical Specialty groups.  In addition to his wealth management background, Tremayne has provided financial support to the nearly $300 billion dollar consumer deposit portfolio at Truist Bank. Prior to joining SunTrust, he also spent time in Credit Services at The Home Depot and Treasury Management Sales at Wachovia.

Tremayne holds a Bachelor of Science degree in Mathematics from Wake Forest University. Originally from Augusta, GA, he has resided in Atlanta the majority of his life and is active in the community. He currently serves as a trustee on the boards of the Hammonds House Museum, Black Teacher Collaborative, and BuildHer Studio Inc. with the mission of providing educational support to high school-age young Black women who demonstrate an interest in architecture.

In his spare time, Tremayne likes to travel, play tennis, and run half marathons.

Kruti Bolick, CFIRS

December 9, 2022 by

Kruti joined Homrich Berg in 2021 as Chief Risk Officer. Kruti is responsible for the risk, compliance, third-party risk, insurance, and information security functions at HB, she has developed the firm’s first risk frameworks, reporting, metrics, and analytics in addition to developing and leading the firm’s risk and governance committees. Kruti brings over 20 years of risk management and consulting experience in a variety of executive leadership roles.  Before joining HB, Kruti held a global risk executive role at Conduent and several senior risk executive roles at Wells Fargo and SunTrust (now Truist). Before joining SunTrust, Kruti worked in professional services for PricewaterhouseCoopers, Accenture, and BearingPoint, specializing in change management, performance effectiveness, and process transformation.

Kruti holds a BBA degree in Finance and Marketing from Georgia State University, completed studies at the Consumer Banking Association (CBA) Executive Banking School, and is a Certified Fiduciary and Investment Risk Specialist (CFIRS).

In her spare time, she enjoys hiking, reading, and traveling.

Randy Schultz

December 9, 2022 by

Randy joined Homrich Berg in 2021 as VP of Operations. He leads a significant portion of HB’s middle and back office functions responsible for accurate and efficient execution of the wealth management plans created by our clients and their advisors.

Prior to joining HB, Randy spent over 10 years with The Home Depot, during which he led teams responsible for workforce planning/management and sales operations with a focus on analytics and technology enablement. He has a passion for services operations management and enjoys both the optimization and “people” elements of the field.

Randy earned a BS in Management with Highest Honors from Georgia Tech in 2008.  He lives in Smyrna with his wife Emily and their four children Oliver, Ellie, Theo, and Ruth.  In his spare time, Randy enjoys outdoor activities with his family as well as reading and woodworking.

Stephen Jackson, CFP®

December 9, 2022 by

Stephen joined Homrich Berg in December 2021 after spending two years with an independent financial planning firm based in Milledgeville, GA.

Stephen received his Bachelor’s degree in Accounting from Berry College. He also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Stephen lives in Johns Creek with his wife, Emily. In his spare time, he enjoys watching sports, playing golf, and spending time with dog, Luna.

Kimberly Landry

December 9, 2022 by

Kimberly joined Homrich Berg in 2022 and is currently a Senior Specialist within Client Service Operations. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Purdue University in 2011 with a major in Spanish and a minor in Organizational Leadership and Supervision. Kimberly has worked in Financial Services for over a decade.

Kimberly and her husband Paul moved to Georgia from Indiana. They share in raising their beautiful daughter, Lilianna, and love spending time with family and being outdoors.

Jonathan Gerrard, CFP®, EA

December 9, 2022 by

Jonathan joined Homrich Berg in 2022 following several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families. He currently serves as a senior financial planner in the HB Family Office group.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.

A native of Atlanta, Jonathan and his wife Trudy reside in Decatur with their three children, Kaitlyn, Lily, and Henry. He is a member of Peachtree Christian Church and is also active at Immaculate Heart of Mary Catholic Church with his family. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, live music, and expanding his vinyl record collection.

Alex Colovos

December 9, 2022 by

Alex joined Homrich Berg in January of 2022. He earned his degree in Risk management and Insurance from the University of Georgia. He began working in financial planning shortly after graduation in 2019. Alex is currently working to attain his CERTIFIED FINANCIAL PLANNER™ certification.

Alex was born in Ohio, raised in Pittsburgh and moved to Atlanta with his family in 2014. In his spare time, Alex enjoys hiking, power lifting, skeet shooting, and playing games with friends.

Ryan Nottage

December 9, 2022 by

Ryan joined Homrich Berg in January of 2022. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Ryan received his BBA in Finance from Valdosta State University.  He spent two years as a Financial Services Specialist at a credit union prior to joining HB.

In his free time he enjoys axe throwing, brewing his own beer, gaming, and exploring Atlanta.

 

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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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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
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