Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • History
    • Profile
    • Mission / Values
    • Clients
    • Diversity
    • Community
    • Awards
    • Locations
  • Meet The Team
    • Principals / Directors
    • Associates
    • Investments
    • Client Care/Operations/HR
  • Our Services
        • Service Levels and Costs
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • Client Experience
    • Fiduciary Fee-Only Financial Advisors
    • Financial Team Leader
    • Online Reporting
    • Interactive Planning
    • Team Approach
    • Deep Expertise
    • Client Stories
  • Resources
    • How To Select An Advisor
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Client Care/Operations/HR

Client Care/Operations/HR

  • Home
  • / Meet The Team
  • / Client Care/Operations/HR

Experienced Staff Focused On Delivering a Great Client Experience

Filter By
Locations Expand

Locations

A woman with shoulder-length blonde hair smiling, wearing a black polka-dotted blouse and a black cardigan, with a blurred background.

Brigid Cochran

Senior Manager, Complex Transactions
Smiling woman with long, wavy hair wearing a black blazer, a patterned shirt, and a pearl necklace. She is standing in front of a blurred background with lights.

Elyse Dawson, CMP, CPCE, DES

Senior Events Manager
A man with a beard and styled hair is smiling at the camera. He is wearing a navy suit, a white shirt, and a light pink tie. The background is blurred, showing a cityscape through a window.

Sean Hendler, CPA

Senior Operations Manager
A person with long, twisted hair, wearing a beige blouse and hoop earrings, smiles against a blurred blue background.

April Jones

Senior Manager, Office
A person with shoulder-length blonde hair, wearing a floral top, smiles at the camera with a blurred cityscape in the background.

Krista Koch

Senior Manager, Fund Administration
A woman with short, light blond hair smiles at the camera. She is wearing a black blazer and a black top. The background is a blurred, light-filled interior setting.

Kathy Malkowski

Executive Recruiter
A person with short blond hair smiles while wearing a black blazer and patterned blouse. The background features a blurred view of modern glass buildings.

Kelsey Waite

Senior Manager, Client Service Operations
A person in a suit sits against a blue background. They are smiling and wearing a dark jacket, a tie with a paisley pattern, and a black shirt.

Charles Bullock

Manager, Client Service Operations
A person with long blonde hair wearing a black patterned blouse and cardigan smiles while standing indoors. The background is softly blurred with bright circular lights.

Courtney Christy

Manager, Client Service Operations
A woman with long brown hair is smiling at the camera. She is wearing a black blazer and a white top. The background is blurred with hints of green and blue, suggesting an outdoor or window view.

Mary Kendall Durrance

Operations Manager
A woman with long, dark hair is wearing a black blazer with gold embellishments. She looks directly at the camera against a light blue background.

Kerry Gordon

Manager, Client Service Operations
A man in a suit and tie is smiling against a blurred background. He has short, light brown hair and a beard. The setting appears to be a professional or office environment.

Ryan Hawks

Business Intelligence Manager
A woman with wavy brown hair smiles at the camera. She is wearing a black blazer and a pearl necklace. The background is blurred, suggesting an office or professional setting.

Sara Joyner

Manager, Client Service Operations
A woman with curly hair and a black blazer smiles against a blurred cityscape background viewed through a window.

Miri Maxon

Manager, Client Service Operations
A woman with shoulder-length brown hair and glasses smiles at the camera. She is wearing a teal blazer over a black top. The background is a blurred light blue and gray gradient.

Leslie Nolen

Manager, Client Service Operations
A person with curly hair is smiling while wearing a black blazer and a patterned top against a light blue background.

Christina Rotolo

Manager, Client Service Operations
A woman with long brown hair and glasses smiles at the camera. She is wearing a black top and a green beaded necklace. The background is blurred, suggesting an outdoor or glass-enclosed setting.

Teri Sebastian

Manager, Operations
A woman with long, straight hair and a patterned top smiles at the camera. She stands in front of a blurred background, possibly an office building with windows.

Maggie Sudholt, SHRM-CP

HR Operations Manager
A smiling man in a blue suit and tie stands in front of a blurred office background.

Brian Szabela

Business Process Manager
A woman with glasses and shoulder-length hair smiles warmly. She is wearing a gray blazer over a black top. The background is a soft, blurred blue gradient.

LaToyia Williams

Accounts Payable Manager
A person with long black hair wearing a beige blazer and green top smiles at the camera. Blurred office windows are visible in the background.

Syeda Ahmed

Senior Specialist, Operations
Smiling person wearing a coral blazer and patterned blue shirt, standing in front of a blurred blue and green background.

Melissa A. Baron

Senior Specialist, Client Service Operations
A person with long blonde hair is smiling, wearing a red blazer over a patterned blouse. The background is softly blurred, giving a professional portrait feel.

Katie Bigley

Senior Specialist, Operations
A woman with long brown hair smiles at the camera. She is wearing a black blazer over a blue top. The background is blurred, showing a window with a view of a cityscape on a bright day.

Sheila Bozeman

Senior Specialist, Client Service Operations
A middle-aged man in a dark gray suit and blue dress shirt smiles at the camera. He has short gray hair and is wearing a patterned blue tie. The background is blurred and appears to be an indoor setting.

Lee Earhart

Senior Specialist, Client Service Operations
A person with long blonde hair smiles at the camera. They are wearing a black and white striped sleeveless top. The background is softly blurred.

J.R. Hammonds-Swain

Senior Specialist, Client Service Operations
Katherine Brown

Katherine Jaynes

Senior Specialist, Client Service Operations
A woman with wavy brown hair wearing a navy blazer and a floral blouse smiles at the camera. The background is softly blurred, giving a professional and friendly appearance.

Kimberly Landry

Senior Specialist, Client Service Operations
Lauren Mason

Lauren Mason

Senior Specialist, Client Service Operations
A woman with long brown hair and glasses smiles while wearing a dark blazer and a green blouse. The background is softly blurred, suggesting a cityscape view.

Caroline Maughon

Senior Specialist, Client Service Operations
A woman with long dark hair smiles at the camera. She is wearing a dark blazer and a blue top. The background is softly blurred, suggesting an indoor setting with natural light.

Kathryn Parks

Senior Specialist, Client Service Operations
A person with short hair and a mustache is wearing a black suit and red patterned tie. They are smiling and standing against a blurred background with soft lighting.

Danny Reagan

Senior Risk and Compliance Analyst
A person with short blonde hair is smiling, dressed in a black blazer over a red shirt, accessorized with a gold necklace. The background is softly blurred, featuring shades of blue and white.

Teri Schanen

Senior Specialist, Client Service Operations
A woman with blonde hair and a black blazer smiles at the camera. She is wearing a blue necklace. The background is softly blurred, showing an indoor setting and possibly a window.

Kaitlyn Sinnott

Senior Specialist, Fund Administration
A smiling older woman with short, light gray hair is wearing a light turquoise blouse and a heart-shaped pendant. The blurred background suggests an indoor setting.

Marjorie L. Sjostrom

Senior Specialist, Client Service Operations
A person with long brown hair is smiling at the camera. They are wearing a patterned top and a delicate necklace. The background is softly blurred, suggesting an indoor setting.

Emily Smith

Senior Specialist, HB Family Office
A man in a suit and tie smiles while standing against a blurred background of windows and greenery.

Nick Thompson

Senior Systems Administrator
A woman with long brown hair and earrings smiles while wearing a beige blazer over a black top. The background is softly blurred, creating a professional atmosphere.

Rachel Waldron

Senior Specialist, Client Service Operations
A woman with long brown hair and glasses, wearing a black blazer over a white blouse with a black grid pattern. She is smiling in front of a blurred office background with large windows.

Brittany Watson

Senior Specialist, Client Service Operations
Man with short hair, beard, and glasses, wearing a gray suit, white shirt, and blue checkered tie, smiling against a blurred indoor background.

Isaac Wheaton

Senior Specialist, IT Enablement
A person wearing a brown headscarf and a black blazer smiles at the camera against a blurred blue background.

Brandy Wingo

Senior Specialist, Client Service Operations
Smiling man with short hair and a beard, wearing a dark suit, white shirt, and green-striped tie, stands against a blurred background with circular light reflections.

David Bostater

Business Intelligence Analyst
A woman with curly hair tied back, wearing a black and white striped sweater and a gold chain necklace, smiles at the camera. The background is blurred with blue and white tones.

Alex Brooks

Specialist, Client Service Operations
A person with curly hair smiles at the camera, wearing a sleeveless green top. The background is softly blurred with bright lights.

Marah Burns

Specialist, Client Service Operations
Smiling person wearing a checkered suit, white shirt, and patterned tie against a blurred background.

Tavon Caldwell

Operations Specialist
A person wearing a black blazer and polka dot shirt smiles in front of a blurred background with vertical and diagonal lines.

Chantelle Calhoun

Specialist, Client Service Operations
A person with long brown hair is smiling, wearing a black and white striped blouse. The background is softly blurred with some round lights visible, creating a professional yet approachable atmosphere.

Megan A. Cashman

Specialist, Client Service Operations
A smiling person with a neat hairstyle wearing a black blazer and a checkered shirt. The background is blurred with soft lighting, creating a professional and approachable appearance.

Lisa Chambers-Head

Specialist, Client Service Operations
A person with shoulder-length hair is smiling, wearing a suit, a light blue shirt, and a patterned tie. The background is out of focus.

David Echard

IT Specialist
A woman with long brown hair and glasses smiles at the camera. She is wearing a gray plaid blazer and a white top. The background is softly blurred, suggesting an office or urban setting.

Rachel Engwall

Specialist, Client Service Operations
A person with long blonde hair smiles at the camera. They are wearing a dark green shirt and small hoop earrings. The background is softly blurred, featuring light and abstract shapes, suggesting an indoor setting.

Ella Fendley

Marketing Associate
A person with long brown hair smiles, wearing a white shirt and a necklace with a pendant. The background is softly blurred, featuring soft lights and a modern, neutral-toned setting.

Taylor Fiffie

Specialist, Client Service Operations
Portrait of a smiling person with long dark hair, wearing a teal blazer and black top. The background is softly blurred.

Rochelle Glover-Jones

Specialist, Client Service Operations
Smiling person with short gray hair wearing a black top and pearl necklace against a blurred background.

Cheryl Gomes

Administrative Specialist
A woman with long dark hair is smiling, wearing a black blazer over a white top. The background is blurred with lights, giving a professional and airy atmosphere.

Italy Gutierrez

Operations Specialist
Portrait of a person wearing a light-colored blazer over a blue top and a necklace. They have short, dark hair and are smiling at the camera. The background is blurred.

Sarron Hazqiyal

Specialist, Client Service Operations
A person with wavy, light brown hair and wearing a white top smiles at the camera. The background is blurred with soft lighting.

Kelly Ho

Specialist, Client Service Operations
A person with long blonde hair and a warm smile is wearing a black blazer and a teal blouse. They are posed against a softly blurred background with circular light shapes, creating a professional appearance.

Emory Howell

Business Analyst
A person with long braided hair is smiling at the camera. They are wearing a patterned shirt against a blurred background.

Ayanna Hunter

Administrative Specialist
A woman with shoulder-length blonde hair, wearing a sleeveless black top and layered necklaces, smiling against a softly blurred background with bright lights.

Casey R. Jackman

Specialist, Client Service Operations
Smiling person with long blonde hair wearing a plaid blazer and a white blouse. The background is softly blurred.

Shade Klepchick

Specialist, Client Service Operations
A person with long brown hair is smiling and wearing a gray checkered blazer over a black top. The background is a blurred office setting with large windows.

Sarah Lane

Specialist, Client Service Operations
A man with short hair and a beard is smiling in a professional setting. He is wearing a light gray suit, a white shirt, and a pale pink tie. The background is softly blurred, suggesting an office or business environment.

Nik Malachowski

Performance Reporting Operations Specialist
A person with long braided hair smiles, wearing a dark green shirt. The background is softly blurred, featuring a gradient mix of light blue and white tones.

Jasmine N. McCammon

Specialist, Client Service Operations
Smiling person with long light brown hair wearing a blue top and black blazer against a blurred background.

Ashley Miller

Administrative Specialist
A person with long hair smiles at the camera, wearing a white collared shirt. The background is softly blurred with lights, suggesting an indoor setting.

Blythe Moore

Specialist, Client Service Operations
A person with long red hair and a green top smiles against a blurred background.

Hannah L. Mullins

HR Coordinator
A man with short hair and a beard is smiling, wearing a dark suit, navy shirt, and patterned tie. He is standing against a blurred blue and white background.

Ryan Nottage

Specialist, Client Service Operations
Vlada Popsui

Vlada Popsui

Specialist, Client Service Operations
A person with long dark hair wearing glasses and a black and white patterned jacket smiles at the camera. The background is softly blurred with light and dark areas, suggesting an indoor setting.

Camryn Reddick

Specialist, Client Service Operations
A person with short dark hair is smiling, wearing a maroon suit jacket and a white shirt. The background is softly blurred with bright lights and cool tones.

Saul Rodriguez

Specialist, Client Service Operations
A woman with long dark hair and a beige blazer smiles, standing against a blurred background.

Vanessa Rodriguez

Specialist, Client Service Operations

Naomi Rosales

Recruiting Coordinator
Smiling woman with long blonde hair wearing a black blazer and light blue shirt, standing in front of a blurred background with lights.

Tara Sack

Specialist, Client Service Operations
A woman with short blonde hair and hoop earrings smiles at the camera. She is wearing a black, long-sleeve top. The background is softly blurred.

Randee Senseney

Front Desk Administrator
A person wearing glasses, a navy blouse, and a heart-shaped pendant necklace smiles at the camera. The background is a blurred teal and blue gradient.

Ada Smedley

Specialist, Client Service Operations
A smiling woman with long, wavy brown hair is wearing a black blazer over a white top. She stands in front of a softly blurred background with lights, giving a professional, cheerful appearance.

Courtney Stephens

Specialist, Client Service Operations
Woman with long hair, wearing a white sweater with black stripes and an owl pendant necklace, smiles in a softly blurred indoor setting.

Felicia M. Stringer

Specialist, Client Service Operations
A young man with brown hair and glasses, wearing a dark suit, white shirt, and a patterned tie, smiles while standing against a blurred, bright background.

Brandon Taylor

Specialist, Client Service Operations
A man with short dark hair and a beard is smiling. He is wearing a white shirt, a light-colored tie, and a dark suit jacket. The background is blurred, featuring soft lights and a modern setting.

Grayson Turnbull

Specialist, Client Service Operations
A woman with long blonde hair smiles while wearing a black and white patterned top. She stands in front of a blurred background that suggests an office environment.

Stephanie Warner

Specialist, Client Service Operations
A person with short hair smiles at the camera, wearing a black top. The background is softly blurred, creating a pleasant, professional atmosphere.

Sumayyah Wiggins

Specialist, Client Service Operations

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

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

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
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
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure