John Taylor, CFP®, CFA
John “JT” has spent his long-term career working with wealthy individuals, families, foundations, and institutional clients. JT leads a client service team at Homrich Berg where he provides advice in…
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Jaime Ruff, CFP®
Jaime has been with Homrich Berg since 1999. He holds a bachelor’s degree in finance from Georgia State University and is a CERTIFIED FINANCIAL PLANNER™ professional. His primary specialty is…
Ben Riddick, CFP®
Ben joined Homrich Berg in 2005 and provides comprehensive wealth management services to some of Atlanta’s busiest individuals. He serves a diverse client base stretching from young professionals to family…
Tricia Mulcare, CFP®, CPA, PFS
Tricia joined Homrich Berg in 2003 after spending four years with Ernst & Young. While at E&Y, in addition to becoming a CPA, Tricia led teams within the federal tax…
Wayne Moss, CFP®
Wayne has spent his entire career serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at Homrich Berg that…
Stephanie Lang, CFA
Stephanie joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. Stephanie oversees a team of professionals within the Investment Department of HB and is responsible for…
Kevin Kraus, CFP®, CPA
Kevin is a Principal who joined Homrich Berg in 2018 after leading an independent wealth management firm for 17 years that merged with HB. Before joining Homrich Berg, Kevin was…
Chris Kowal, CFP®
Chris originally joined the firm in October 2006. He attended Wake Forest University, graduating in 2006 with a bachelor’s degree in business and a minor in international studies. He completed…
Drew Klepchick, CFP®
Drew joined Homrich Berg in March 2008 and leads the firm’s office in northern Atlanta. In addition, Drew is a Board of Director and Investment Committee member. Prior to joining…
Anthony Guinta
Tony joined Homrich Berg in 1999 providing wealth management services to a diverse client base of families and individuals. His expertise is primarily in financial planning, including estate and income…
Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.
As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. Read more about this trend and our very own President…
CIO Stephanie Lang, CFA Breaks Down Recent Market Trends
“If you look at what drove the market in 2021, a lot of that will still be there next year, but it’s going to be somewhat moderated,” explains Homrich Berg…