Cindy joined Homrich Berg as a Director in June 2022. In this role, she provides investment strategy and financial planning services to individuals and families aiming to optimize their wealth accumulation and preservation. Cindy also navigates complex financial landscapes, offering advice on investments, tax planning, and estate management to help clients achieve their financial goals. In addition to serving clients, Cindy is the current President and Founding Member of the Homrich Berg Toastmasters Club, the current President of the HB Women’s Leadership Network, and a member of the HB DEI committee.

Before HB, Cindy spent nearly 15 years with Wealth Enhancement Group/JOYN. She started her career with RBC Dain Rauscher in 2004.

Cindy earned her Bachelor’s degree from the University of Southern California and an MBA with a Finance emphasis from Pepperdine University. In 2012 she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Since starting as an advisor, she has also been awarded the Five Star Professional award five times.

Outside of work, Cindy can be found with her husband, two dogs, four kids, and two grandchildren usually on some type of court or field.  Even with a busy work and family life, she has found time to volunteer as a soccer coach, Girl Scout leader, and member of the PTO. When sports aren’t in full swing, Cindy likes to travel and tackle the occasional home improvement project (preferably one that requires power tools).

Kruti joined Homrich Berg in 2021 as Chief Risk Officer. Kruti is responsible for the risk, compliance, third-party risk, insurance, and information security functions at HB, she has developed the firm’s first risk frameworks, reporting, metrics, and analytics in addition to developing and leading the firm’s risk and governance committees. Kruti brings over 20 years of risk management and consulting experience in a variety of executive leadership roles.  Before joining HB, Kruti held a global risk executive role at Conduent and several senior risk executive roles at Wells Fargo and SunTrust (now Truist). Before joining SunTrust, Kruti worked in professional services for PricewaterhouseCoopers, Accenture, and BearingPoint, specializing in change management, performance effectiveness, and process transformation.

Kruti holds a BBA degree in Finance and Marketing from Georgia State University, completed studies at the Consumer Banking Association (CBA) Executive Banking School, and is a Certified Fiduciary and Investment Risk Specialist (CFIRS).

In her spare time, she enjoys hiking, reading, and traveling.

Michelle joined Homrich Berg in January 2021 and is currently Chief of Staff. She is responsible for managing and implementing strategic initiatives.

Before working at HB, Michelle worked at SunTrust Bank as a Strategic Sales and Operations Manager. She has been in the financial services industry since 2009.

Michelle attended Palm Beach State College where she studied Business Administration. She received her Project Management Professional (PMP)® certification in 2023.

Michelle is married with two rescue dogs. She enjoys spending time with her five nieces and nephews, baking, home DIYs, and exploring the benefits of vegan eating (spoiler: there are none).

Thomas is President and CEO at Homrich Berg. Thomas added the role of CEO after a well-planned leadership transition where he served as President for four years. In his role as President, he served as a key member of executive management, leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high-touch, fiduciary fee-only client service to HB clients on all the important financial issues they face in their lives.

Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank.  In that role, he managed all of the core private wealth management sales and client service activities on a national basis across nine SunTrust divisions. Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, the multi-family office subsidiary of SunTrust Bank, which provides independent advice to ultra-high-net-worth families.  Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust. In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Thomas has spent his entire career in the wealth management industry and was an advisor managing high-net-worth client relationships before transitioning into his leadership roles.

A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is active in the community, currently serving as a member of the Charles Schwab Advisor Services Advisory Board, on the Wake Forest Athletics Advisory Council, on the Leadership Council of Zoo Atlanta, and as an Advisory Board member for The UHNW Institute, and as a member of the BNY Pershing Wealth Executive Board. He has previously served on the Emory University Board of Visitors as well as the Board of Trustees for the Atlanta Sports Council, the Metro Atlanta Chamber of Commerce, the Atlanta Botanical Gardens, the Atlanta Children’s Shelter, the Atlanta Police Foundation, Young Harris College and as a Lay Leader for Peachtree Road United Methodist Church.

Thomas is married to Susan, and they have three children, Eleanor, Hayes, and Ben.

Kossandra joined Homrich Berg in 2017. She and her team work with a diverse client base, including working professionals, retirees, doctors, professional athletes, and more. She provides comprehensive wealth management and investment planning to help clients achieve their financial goals. In addition to her role serving clients, Kossandra is the current Chair of HB’s DEI Committee and enjoys fostering the inclusive environment at HB.

Before HB, Kossandra spent three years as a Controller working with payroll, benefits, and general accounting. Prior to that, she spent four years with EY in Atlanta in the Assurance service line.  Kossandra received her Bachelor’s degree and Master’s in Accounting from North Carolina State University and is a Certified Public Accountant (CPA). She completed the University of Georgia’s Executive Program for Financial Planning Certification in 2016.

In her spare time, Kossandra enjoys playing with her dogs, traveling, and spending time with her family.

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 office clients.  His goal is to help his clients focus on the people, work and projects most important to them by helping navigate their financial lives and build a plan to accomplish their objectives.

Ben is on the firm’s Management Team and Financial Planning Committee.  He is a member of and past Advocacy Chair of the Financial Planning Association of Georgia and a participant in GT Mentor Jackets, an alumni-to-student mentoring program. He is also a 2018 graduate of the Charles Schwab Executive Leadership Program. Ben earned a bachelor’s degree in management with high honors, including certificates in finance and accounting from Georgia Tech. He completed Boston University’s financial planning certification program in 2007 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Ben lives in Dunwoody with his wife Mary Catherine and children James and Mary Margaret.  In his spare time he enjoys playing piano and guitar and is an avid college basketball fan.