Trent Arnone, CFP®

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Trent joined Homrich Berg in January 2017 and is currently a Director. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.

Before HB, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.

Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board. He is also an Atlanta Habitat for Humanity Young Professionals Group member participating in homebuilding projects and professional development events.

In his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, daughter, and dog in Smyrna.

Margo Bryk

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Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment and tax issues to long-term projections and estate analysis. She began her career with the financial services group of American Express providing financial planning and investment advice to individuals. Upon relocating to Atlanta in 1994, she worked at Creative Financial Group as a planning assistant for 14 years.

Margo received a Bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. Away from work, she enjoys playing tennis, is an avid reader, and is a devoted fan of the Atlanta Braves. She and her husband (Eric) have three children.

Casey Forbes

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Casey joined Homrich Berg in April of 2013 after interning with the firm in the summer of 2009. She graduated with a Bachelor’s degree in International Business from Auburn University.

While at Auburn, she was an active member of the Pi Beta Phi sorority and served on the University Program Council, which organized campus events.

In her free time, Casey enjoys reading, traveling, and spending time with family and friends.

Jarrod Freeman, CFP®, BFA™

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Jarrod is a tenured advisor who fosters confidence in your financial freedom. He believes that your advisor relationship shouldn’t be transactional; finances are deeply personal, so he takes care to offer a holistic approach tailored to your current situation and long-term goals. Jarrod and his team specialize in keeping complex situations digestible and discussions conversational. With a decade of expertise, he has advised a wide breadth of client relationships, including experience supporting clients who are widowed, newly divorced, of blended families, or who have family members with disabilities.

Jarrod joined Homrich Berg in January 2016. He attended Virginia Tech, where he earned his Bachelor’s in Applied Economic Management with a focus in Financial Planning and a minor in Business. Formerly a member of the Financial Planning Association of Georgia Board of Directors, he is a CERTIFIED FINANCIAL PLANNER™ professional and a certified Behavioral Financial Advisor™.

In his free time, Jarrod enjoys writing and playing music as a proud college a cappella alumni, playing golf and tennis, reading history novels, and increasing his indoor and outdoor plant collection. When he’s out of office, you’ll likely find Jarrod exploring vineyards around the world with his wife as they expand their wine collection (and hopefully pursue the Certified Sommelier designation).

Greg Herbert, CFP®, BFA™

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Greg joined Homrich Berg in June 2015 after relocating from Southwest Michigan. Before joining HB, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.

Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.

Kathleen Griffis

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Kathleen joined Homrich Berg in 2017 after relocating from Chicago. Prior to joining Homrich Berg, she spent four years with an independent office of Raymond James Financial Services. Kathleen received her Bachelor of Science degree from University of Missouri.

In her free time, Kathleen enjoys traveling, trying new Atlanta restaurants, and spending time with friends and family.

Kossandra McDuffie, CPA, CFP®

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Kossandra joined Homrich Berg in 2017. She and her team work with a diverse client base, including working professionals, retirees, doctors, professional athletes, and more. She provides comprehensive wealth management and investment planning to help clients achieve their financial goals. In addition to her role serving clients, Kossandra is the current Chair of HB’s DEI Committee and enjoys fostering the inclusive environment at HB.

Before HB, Kossandra spent three years as a Controller working with payroll, benefits, and general accounting. Prior to that, she spent four years with EY in Atlanta in the Assurance service line.  Kossandra received her Bachelor’s degree and Master’s in Accounting from North Carolina State University and is a Certified Public Accountant (CPA). She completed the University of Georgia’s Executive Program for Financial Planning Certification in 2016.

In her spare time, Kossandra enjoys playing with her dogs, traveling, and spending time with her family.

John Bochniak, CFP®, CPA, PFS

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John is a Principal at the firm who is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.

Prior to joining Homrich Berg, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.

Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.

Robin Aiken, CFP®

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Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Principal who joined Homrich Berg in 2005 after working with an independent financial planning firm for eight years. She has over 25 years of wealth management experience. She uses her expertise and knowledge to help individuals and families achieve their financial goals. A graduate of the Charitable Estate Planning Institute and the Atlanta Philanthropic Advisor Leadership Institute, Robin is a leader of the firm’s charitable planning practice.

Robin is actively involved in the Atlanta community, especially in the areas of greenspace and the arts where she has served on numerous boards. She has also served as a Co-Chair of the Landmark Luncheon, the largest fundraising event for the Piedmont Park Conservancy.

Robin became a sustaining member of the Junior League of Atlanta after spending several years volunteering to help the League raise money and/or improve the services offered by numerous local community organizations.  As a sustaining member, Robin served as a Trustee of the Junior League of Atlanta’s Endowment Fund.

Robin holds a Bachelor of Arts degree from the University of the South, Sewanee, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Please see Important Disclosure Information Regarding Awards and Recognition

Andy Berg

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Andy is co-founder and chairman of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict-free financial planning and investment advice. He developed HB’s model for serving clients’ wealth management needs on a fee-only basis. Andy offers his diverse clientele hands-on counsel. His expertise spans the wealth management profession and includes financial and estate planning, taxation, and investment strategy.

Andy’s leadership extends beyond the office. Andy serves on the board of directors for the following: Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Atlanta Police Foundation, the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Buckhead Coalition, the Woodruff Arts Center Board of Trustees, Cherokee Town & Country Club and the Dean’s Advisory Council Purdue School of Business.

He has been a contributor to the financial media and been profiled in Financial Planning magazine. Andy has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, Investment News, Financial Advisor, and Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs, and news features throughout the Southeast.

Andy was named a Most Admired CEO in 2017 by the Atlanta Business Chronicle. He has also been recognized as Wealth Management’s CEO of the Year finalist in 2019, Forbes Top 250 Wealth Advisors 2016-2019 and Best-In-State Wealth Advisors from 2018-2022, Atlanta Magazine 500 Most Powerful Leaders 2020-2024, and Barron’s Top Independent Advisor from 2008-2019 and Hall of Fame Advisor in 2019.  Andy was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.

He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.

Please see Important Disclosure Information Regarding Awards and Recognition

Bill Bolen, CFP®, CFA

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Bill is an experienced wealth advisor and leader in the HB Family Office division who works with ultra-high net-worth families to help them navigate the markets and manage their financial lives.

Prior to joining Homrich Berg in 2009, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA sports franchise. Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight.  During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.

Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.  Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York Times, Atlanta Business Chronicle, Atlanta Journal Constitution, and Georgia Trend.

An active member of the community, Bill has previously served on the Board of Directors for the Piedmont Park Conservancy, Ansley Park Civic Association, Museum of Contemporary Art of Georgia, Mount Paran Christian School, Metro Atlanta Chamber of Commerce, Atlanta Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Ross Bramwell, CFA

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Ross joined Homrich Berg in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

Prior to HB, Ross served as Director of Investments for a San Diego-based multifamily office, where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.

Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. He lives in Cumming with his wife and has four children.