Homrich Berg Welcomes Jimmy Trimble, CFP® As A Director
…on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing. Jimmy has…
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Tax Tips For Year End
…custodian or advisor if you have questions about it. Is giving to charity part of your spending plan? If so, consider making a “Qualified Charitable Distribution.” This technique sends money…
Emory Howell
Emory joined Homrich Berg in June 2024 as a Business Analyst. She works with the company’s CRM software and business processes. She graduated from Georgia Tech with a degree in…
Steve Cass, CFP®
…Wealth Advisor role, coordinating a team to deliver a suite of comprehensive wealth management services. Additionally, in 2007, he was appointed City President of the Clearwater and North Pinellas market,…
Bill Bolen, CFP®, CFA
…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…
Andy Berg Named Finalist For National RIA CEO Of The Year Award
ATLANTA –August 8, 2019- Homrich Berg is proud to announce that CEO Andy Berg is one of nine finalists nationwide for the WealthManagement.com Industry Awards in the category RIA CEO…
Benjamin DePalmo
Benjamin joined Homrich Berg in September 2024 as a Senior Associate in the HB Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client…
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