Jennifer Bachelor, CFP®

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Jennifer is an experienced Senior Associate at Homrich Berg who began her career in 1999 at G.W. Henssler & Associates, an independent wealth management firm in Atlanta where she earned her CERTIFIED FINANCIAL PLANNER™ certification. In 2006, Jennifer joined Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. She is a graduate of Kennesaw State University where she earned her Bachelor of Business Administration in Finance as well as a degree in Marketing.

Jennifer lives in Acworth with her four dogs. She enjoys volunteering for Southeastern Greyhound Adoption and Road Trip Home Animal Rescue. She also loves to travel with her boyfriend.

Kathleen Griffis

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Kathleen joined Homrich Berg in 2017 after relocating from Chicago. Prior to joining Homrich Berg, she spent four years with an independent office of Raymond James Financial Services. Kathleen received her Bachelor of Science degree from University of Missouri.

In her free time, Kathleen enjoys traveling, trying new Atlanta restaurants, and spending time with friends and family.

Casey Forbes

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Casey joined Homrich Berg in April of 2013 after interning with the firm in the summer of 2009. She graduated with a Bachelor’s degree in International Business from Auburn University.

While at Auburn, she was an active member of the Pi Beta Phi sorority and served on the University Program Council, which organized campus events.

In her free time, Casey enjoys reading, traveling, and spending time with family and friends.