Experienced Staff Focused On Delivering A Great Client Experience
Chris Casdia
Chief Compliance Officer & Director
Homrich Berg
John Dolan
VP of Technology
Homrich Berg
Kyle Glenn, CFA
Principal & Chief Operating Officer
Homrich Berg
Bonnie Holland
Director of Operations
Homrich Berg
Tricia Laws, MSHRM, SHRM-CP
Director of HR
Homrich Berg
Corey Beezhold
Trading Manager
Homrich Berg
Nichelle Dalyrimple
Senior Operations Manager
Homrich Berg
Lee Earhart
Performance System Manager
Homrich Berg
Kerry Gordon
Client Care Manager
Homrich Berg
Sean Hendler, CPA
Senior Operations Manager
Homrich Berg
Madeline Johnson
Business Process Manager
Homrich Berg
April Jones
Senior Manager, Office and Events
Homrich Berg
Lainey McLellan
Family Office Manager
Homrich Berg
Leslie Nolen
Family Office Manager
Homrich Berg
Michelle Padron
Project Manager
Homrich Berg
Miri Maxon
Client Care Manager
Homrich Berg
Kelsey Waite
Client Care Coordinator Manager
Homrich Berg
Syeda Ahmed
Operations Specialist
Homrich Berg
Katie Bigley
Senior Operations Specialist
Homrich Berg
Sheila Bozeman
Client Care Coordinator
Homrich Berg
Charles Bullock
Client Care Administrator
Homrich Berg
Claire Carter
Client Care Coordinator
Homrich Berg
Courtney Christy
Senior Client Care Coordinator
Homrich Berg
Brooke Doss
Client Operations Specialist
Homrich Berg
Mary Kendall Durrance
Senior Operations Specialist
Homrich Berg
Cheryl Gomes
Administrative Specialist
Homrich Berg
Kayte Henderson
Marketing Specialist
Homrich Berg
Emilee Kersten
Senior Operations Specialist
Homrich Berg
Shade Klepchick
Client Care Coordinator
Homrich Berg
Sharon Kucey
Client Care Coordinator
Homrich Berg
Jessie Layman
Operations Specialist
Homrich Berg
Caroline Maughon
Client Operations Specialist
Homrich Berg
Johanna McLean
Administrative Specialist
Homrich Berg
Paige Mitts
Client Operations Specialist
Homrich Berg
Emily Page
Client Care Coordinator
Homrich Berg
Xanthe Robinson
Client Operations Specialist
Homrich Berg
Christina Rotolo
Client Operations Specialist
Homrich Berg
Teri Schanen
Senior Client Care Coordinator
Homrich Berg
Teri Sebastian
Lead Performance Reporting & Billing Specialist
Homrich Berg
Randee Senseney
Front Desk Administrator
Homrich Berg
Maggie Sudholt
Senior HR Specialist
Homrich Berg
Cae Sutton
Client Care Coordinator
Homrich Berg
Barbara Tallent
Client Care Coordinator
Homrich Berg
Nick Thompson
Senior Systems Administrator
Homrich Berg
Rachel Waldron
Client Operations Specialist
Homrich Berg
Brittany Watson
Senior Client Care Coordinator
Homrich Berg
LaToyia Williams
Bill Pay Specialist
Homrich Berg
Lauren Williams
Senior Client Care Coordinator
Homrich Berg
Sandy Zygmunt
Client Care Coordinator
Homrich Berg