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).

Shade Klepchick

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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.

Maggie Sudholt, SHRM-CP

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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.

John Dolan

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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.

Connor Carlis, CPA, CFP®

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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.

Sammy J. Grant, J.D., CPA, CFP®, CLU

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Sammy Grant began his career in wealth management, first joining Homrich Berg in 2002 from Arthur Andersen’s Private Client Services group.  Sammy is an attorney, CPA, CERTIFIED FINANCIAL PLANNER™ professional, licensed real estate salesperson and Chartered Life Underwriter.  He brings a wealth of educational and professional experience to the high net worth individual and families he serves working in a collaborative way to integrate all aspects of their financial needs and goals.

Sammy went on to form SG Financial Advisors before reuniting with his HB peers in a merger in early 2021.  SG, a fee-only wealth management firm based in Sandy Springs, GA, was recognized twice as one of the fastest growing companies owned by a University of Georgia alumni.

Sammy graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Accounting before continuing his educational journey as a Double Dawg at the University of Georgia School of Law. He was named a 40 Under 40 Up & Comer in 2007 by the Atlanta Business Chronicle. He’s a member of the 2023 Leadership Atlanta class and also a graduate of the Wexner Heritage Program and Leadership Sandy Springs. A native Atlantan, Sammy is an active contributor to the local non-profit community and is the immediate past the Chair of the Board of the Marcus Jewish Community Center of Atlanta.

In his free time, Sammy rarely sits still.  He has completed multiple Ironman triathlons, is an avid cyclist and always saves room for dessert.  He lives in Sandy Springs and enjoys hiking with his wife Tracey and their three children.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Teri Schanen

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Teri joined HB in January of 2021. Prior to HB she worked at SG Financial as the Client Service Administrator. Teri received her Associates degree from Kansas University and has supported executives and clients across various industries for over 15 years.

Teri and her husband have lived in the Atlanta area for the past 25 years with their three daughters. She now enjoys time with her children and three grandchildren, as well as following her youngest daughter’s golf career.

Teri Sebastian

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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.

Randee Senseney

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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.