Experienced Staff Focused On Delivering A Great Client Experience
Kyle Glenn, CFA
Chief Operating Officer
Homrich Berg
Chris Casdia
Chief Compliance Officer & Director
Homrich Berg
John Dolan
VP of Technology
Homrich Berg
Bonnie Holland
Director of Operations
Homrich Berg
Tricia Laws, MSHRM, SHRM-CP
Director of HR
Homrich Berg
Nichelle Dalyrimple
Custodian Operations Manager
Homrich Berg
Lee Earhart
Performance System Manager
Homrich Berg
Kerry Gordon
Client Care Manager
Homrich Berg
Sean Hendler, CPA
Performance Data Manager
Homrich Berg
April Jones
Events Manager
Homrich Berg
Lainey McLellan
Family Office Manager
Homrich Berg
Leslie Nolen
Family Office Manager
Homrich Berg
Heidi Royal
Accounting Manager
Homrich Berg
Kelsey Waite
Client Care Coordinator Manager
Homrich Berg
Corey Beezhold
Senior Trader / Operations Specialist
Homrich Berg
Katie Bigley
Senior Operations Specialist
Homrich Berg
Sheila Bozeman
Client Care Coordinator
Homrich Berg
Claire Carter
Client Care Coordinator
Homrich Berg
Courtney Christy
Client Care Coordinator
Homrich Berg
Emily Cornell
Client Care Coordinator
Homrich Berg
Vanessa Do
Operations Specialist
Homrich Berg
Mary Kendall Durrance
Operations Specialist
Homrich Berg
Kayte Henderson
Marketing Specialist
Homrich Berg
Madeline Johnson
Client Care Coordinator
Homrich Berg
Emilee Kersten
Operations Specialist
Homrich Berg
Shade Klepchick
Client Care Coordinator
Homrich Berg
Sharon Kucey
Client Care Coordinator
Homrich Berg
Miri Maxon
Senior Client Care Coordinator
Homrich Berg
Emily Page
Client Care Coordinator
Homrich Berg
Nick Thompson
Senior Systems Administrator
Homrich Berg
Julia Van Hooser
Senior Client Care Coordinator
Homrich Berg
Brittany Watson
Client Care Coordinator
Homrich Berg
LaToyia Williams
Bill Pay Specialist
Homrich Berg
Teri Sebastian
Lead Performance Reporting & Billing Specialist
Homrich Berg
Randee Senseney
Front Desk Administrator
Homrich Berg
Maggie Sudholt
HR Specialist
Homrich Berg
Cae Sutton
Client Care Coordinator
Homrich Berg
Lauren Williams
Senior Client Care Coordinator
Homrich Berg
Chelsea Winkle
Client Care Coordinator
Homrich Berg
Sandy Zygmunt
Client Care Coordinator
Homrich Berg