Greg Herbert, CFP®, BFA™
…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…
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Help Your Kids March Toward Financial Security, Part 1
As parents, we all want to raise kids to be independent and competent adults. We work hard to build their self-esteem, their confidence, and guide them through life’s many choices….
Four Steps For The Suddenly Single Spouse Unsure About Finances
…advisor for you include their qualifications and standards, services offered, and compensation models (commission based, fee-based, or fee-only). See our How to Select An Advisor page (https://homrichberg.com/resources/how-to-select-an-advisor/) for more questions…
Wealth Management vs Investment Management vs Asset Management – Which Do I Need?
…plan and executing that plan using various strategies and asset managers. The advisor may work with you to assess your risk comfort upfront, and hopefully will ask you questions about…
Kevin Kraus, CFP®, CPA
…hotel (yes, it was cold), competed in the National Toboggan Championships (finished dead last), raced stock cars at the Indianapolis Speedway, and competed in the first day of the Iditarod….
Brigid Cochran
…well as day-to-day accounting and administrative workflows for multiple internal fund of funds. She also performs trading duties on an as-needed basis. Brigid serves on several in-house committees, overseeing procedures…
April Jones
April joined Homrich Berg in 2008 as the Front Desk Administrator and began her role in the Marketing Department in 2010. She currently manages a team of administrative specialists and…
Adam Heffner
Adam joined Homrich Berg as an Investment Administrative Specialist in October 2021. He is responsible for overseeing alternative investment purchases and redemptions and provides general support surrounding alternative investments. Additionally,…
Billy Levine
…than eight years he delivered M&A and capital raising advice to growth companies and family businesses. An Atlanta native, Billy is deeply committed and involved in civic activities in the…
Jonathan Farr, CFA
…investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations. Jonathan received his B.B.A. in Finance from the University…
HB Perspective on Three Critical Responses to a Financial Crisis
…an offer to buy any investment product. The information does not represent legal, tax, accounting or investment advice; recipients should consult their respective advisors regarding such matters. Certain of the…
HB Perspective on the Stock Market Turmoil
…The information does not represent legal, tax, accounting or investment advice; recipients should consult their respective advisors regarding such matters. Certain of the information herein is based on third party…