J.R. joined Homrich Berg in 2022 after working for Oakbridge Partners since 2009. She earned a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family.

Ada joined Homrich Berg in 2022 after working with Oakbridge Partners since 2020. She has experience in education administration and earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Decatur and enjoys reading, swing dancing, and spending time with her family.

Ayanna joined Homrich Berg in May of 2022. She is responsible for supporting family office teams with client meeting preparation, meeting follow-up, preparing customized client reports, and completing account forms. Ayanna also supports the front desk administrator with greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks.

In her free time, she enjoys hiking, spending time with her nieces, and trying new restaurants.

Kathy joined Homrich Berg in 2022 and serves as the firm’s Executive Recruiter.  Kathy has lived in the Atlanta area for 17 years and received her Bachelor’s degree in Psychology and a minor in Business Administration from DePauw University.  Kathy is a results-oriented Talent Acquisition professional with over 17 years’ experience and a proven track record of success, focused on building relationships and positive rapport with internal and external clients at all levels.

In her free time, Kathy enjoys spending time with her family and traveling.

Tavon joined HB in March of 2022. He works in the operations department assisting with money movement and account paperwork. Prior to joining HB, he spent time in the financial services industry at Mitsubishi UFJ Trust Banking and Corporation. He graduated from Montclair State University with a Bachelor of Science in Business Administration.

In his spare time, he enjoys traveling, going to sporting events and keeping up with new technology. Tavon is a member of the Gamma Iota Chapter of Iota Phi Theta Fraternity Inc. and enjoys serving the community.

Ryan joined Homrich Berg in January of 2022. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Ryan received his BBA in Finance from Valdosta State University.  He spent two years as a Financial Services Specialist at a credit union prior to joining HB.

In his free time he enjoys axe throwing, brewing his own beer, gaming, and exploring Atlanta.

 

Kimberly joined Homrich Berg in 2022 and is currently a Senior Specialist within Client Service Operations. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Purdue University in 2011 with a major in Spanish and a minor in Organizational Leadership and Supervision. Kimberly has worked in Financial Services for over a decade.

Kimberly and her husband Paul moved to Georgia from Indiana. They share in raising their beautiful daughter, Lilianna, and love spending time with family and being outdoors.

Brandy joined Homrich Berg as a Client Operations Specialist in October 2021.  She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at a local CPA firm managing administrative work. She graduated from Georgia State University with a B.A. in English.

Brandy is an Atlanta native. She enjoys learning new skills and taking walks.

David joined Homrich Berg’s IT department in early 2021. Before starting his IT career at HB, David worked for several years in the industrial HVAC industry. While working in HVAC, he earned a B.S. in Computer Information Systems from Georgia State University.

David lives in the Gainesville area, where he leads Younglife at Buford High School. When he has down time, David enjoys going to the movie theater, playing Dungeons and Dragons, and learning.

Cheryl joined Homrich Berg in June of 2021.  She is responsible for supporting financial partners with client meeting preparation, meeting follow-up, preparing customized client reports, and completing account forms.  Cheryl also supports the front desk administrator with greeting clients, managing the client reception area, answering, and routing calls and helping with various executive administrative tasks.

Cheryl lives in Atlanta. In her free time, she enjoys movies, theater, reading, traveling and spending time with family and friends.