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.

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.

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.

Rachel joined Homrich Berg in August 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Northwestern Mutual as an Associate Financial Representative and was a middle school math teacher for four years. She graduated from the Georgia College with a Bachelors of Mathematics and a Masters of Arts in Teaching.

Rachel lives in Clarkston with her rescue dog Sawyer. She enjoys cooking, spending time with her large family, traveling, and reading.

Prior to starting at HB, Charles spent four years working with Wells Fargo Bank as a Licensed Business Banker/Senior Banker and two years with Wells Fargo Private Bank as a Private Banking Client Associate, assisting high net worth clients with their banking. Prior to that, he attended the College of Staten Island New York.

Some of his hobbies include reading/watching science fiction, bowling, trying new foods, and gaming.

Syeda joined HB in March of 2021. She spent the past five years as a Sr. Enrollment Services Specialist at Georgia State University. Before that, she was in banking for a number of years with PNC Bank and CDC Federal Credit Union. She attended Kennesaw State University where she received a Bachelor of Science Degree.

Syeda is originally from Queens, New York. In her spare time, she enjoys spending time with friends and family.

Christina joined Homrich Berg in 2021 and serves as a Manager within the Client Service Operations department. She manages a team of Client Service Operations professionals, working with client service teams to assist with money movement, account paperwork, and meeting preparation.

Before joining HB, Christina worked for Keller Williams Realty for 7 years in various roles, including Client Care and Director of Marketing. She graduated with a B.A. in Psychology from Ramapo College in 2012.

Christina lives in Norcross with her rescue dog, Sandy. In her spare time, Christina enjoys reading, jigsaw puzzles, exploring new parks with her dog, or testing recipes in her kitchen.