Margo Bryk

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Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment and tax issues to long-term projections and estate analysis. She began her career with the financial services group of American Express providing financial planning and investment advice to individuals. Upon relocating to Atlanta in 1994, she worked at Creative Financial Group as a planning assistant for 14 years.

Margo received a Bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. Away from work, she enjoys playing tennis, is an avid reader, and is a devoted fan of the Atlanta Braves. She and her husband (Eric) have three children.

Jarrod Freeman, CFP®, BFA™

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Jarrod is a tenured advisor who fosters confidence in your financial freedom. He believes that your advisor relationship shouldn’t be transactional; finances are deeply personal, so he takes care to offer a holistic approach tailored to your current situation and long-term goals. Jarrod and his team specialize in keeping complex situations digestible and discussions conversational. With a decade of expertise, he has advised a wide breadth of client relationships, including experience supporting clients who are widowed, newly divorced, of blended families, or who have family members with disabilities.

Jarrod joined Homrich Berg in January 2016. He attended Virginia Tech, where he earned his Bachelor’s in Applied Economic Management with a focus in Financial Planning and a minor in Business. Formerly a member of the Financial Planning Association of Georgia Board of Directors, he is a CERTIFIED FINANCIAL PLANNER™ professional and a certified Behavioral Financial Advisor™.

In his free time, Jarrod enjoys writing and playing music as a proud college a cappella alumni, playing golf and tennis, reading history novels, and increasing his indoor and outdoor plant collection. When he’s out of office, you’ll likely find Jarrod exploring vineyards around the world with his wife as they expand their wine collection (and hopefully pursue the Certified Sommelier designation).

Greg Herbert, CFP®, BFA™

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Greg joined Homrich Berg in June 2015 after relocating from Southwest Michigan. Before joining HB, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.

Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.

Julian Davis, CPA, CFP®

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Julian joined Homrich Berg in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.

Previously, he spent five years with EY in Atlanta. There he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.

Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.

Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.

In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.

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Kossandra McDuffie, CPA, CFP®

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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.

Robin Aiken, CFP®

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Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Principal who joined Homrich Berg in 2005 after working with an independent financial planning firm for eight years. She has over 25 years of wealth management experience. She uses her expertise and knowledge to help individuals and families achieve their financial goals. A graduate of the Charitable Estate Planning Institute and the Atlanta Philanthropic Advisor Leadership Institute, Robin is a leader of the firm’s charitable planning practice.

Robin is actively involved in the Atlanta community, especially in the areas of greenspace and the arts where she has served on numerous boards. She has also served as a Co-Chair of the Landmark Luncheon, the largest fundraising event for the Piedmont Park Conservancy.

Robin became a sustaining member of the Junior League of Atlanta after spending several years volunteering to help the League raise money and/or improve the services offered by numerous local community organizations.  As a sustaining member, Robin served as a Trustee of the Junior League of Atlanta’s Endowment Fund.

Robin holds a Bachelor of Arts degree from the University of the South, Sewanee, and is a CERTIFIED FINANCIAL PLANNER™ professional.

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Andy Berg

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Andy is co-founder and chairman of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict-free financial planning and investment advice. He developed HB’s model for serving clients’ wealth management needs on a fee-only basis. Andy offers his diverse clientele hands-on counsel. His expertise spans the wealth management profession and includes financial and estate planning, taxation, and investment strategy.

Andy’s leadership extends beyond the office. Andy serves on the board of directors for the following: Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Atlanta Police Foundation, the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Buckhead Coalition, the Woodruff Arts Center Board of Trustees, Cherokee Town & Country Club and the Dean’s Advisory Council Purdue School of Business.

He has been a contributor to the financial media and been profiled in Financial Planning magazine. Andy has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, Investment News, Financial Advisor, and Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs, and news features throughout the Southeast.

Andy was named a Most Admired CEO in 2017 by the Atlanta Business Chronicle. He has also been recognized as Wealth Management’s CEO of the Year finalist in 2019, Forbes Top 250 Wealth Advisors 2016-2019 and Best-In-State Wealth Advisors from 2018-2022, Atlanta Magazine 500 Most Powerful Leaders 2020-2024, and Barron’s Top Independent Advisor from 2008-2019 and Hall of Fame Advisor in 2019.  Andy was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.

He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.

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Bill Bolen, CFP®, CFA

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Bill is an experienced wealth advisor and leader in the HB Family Office division who works with ultra-high net-worth families to help them navigate the markets and manage their financial lives.

Prior to joining Homrich Berg in 2009, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA sports franchise. Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight.  During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.

Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.  Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York Times, Atlanta Business Chronicle, Atlanta Journal Constitution, and Georgia Trend.

An active member of the community, Bill has previously served on the Board of Directors for the Piedmont Park Conservancy, Ansley Park Civic Association, Museum of Contemporary Art of Georgia, Mount Paran Christian School, Metro Atlanta Chamber of Commerce, Atlanta Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.

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Ross Bramwell, CFA

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Ross joined Homrich Berg in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

Prior to HB, Ross served as Director of Investments for a San Diego-based multifamily office, where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.

Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. He lives in Cumming with his wife and has four children.

Frank Butterfield, CPA, CFP®, PFS, CFA

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Frank joined Homrich Berg in 1993.  Frank’s expertise includes investment strategy and financial planning for individuals, families and charitable foundations.  Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners.  Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.

Frank holds or has held a number of board, financial, and investment roles at a half-dozen nonprofit organizations, including The Sara Giles Moore Foundation and The Atlanta Opera.

Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs.  He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications.  Frank earned a bachelor’s degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Adam Fuller, CFA, CFP®

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Adam joined Homrich Berg in 1995 and has been a principal since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During his tenure at HB, he has held many other roles in the firm including oversight of compliance, back office services, technology, and the firm’s real estate and energy investments.

Currently, Adam leads the HB Family Office practice where he works with a team to develop and implement a broad range of investment and planning strategies to meet the needs of those families. Adam also serves on the firm’s investment committee, and he has been a speaker at conferences on the topics of alternative investments, wealth transfer strategies, and practice management.

Adam is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional.

In his community, Adam is an active member of Northside United Methodist Church, where he has served on numerous boards and committees and as a coach for youth sports teams.  He currently serves on the branch board of the Buckhead YMCA.

Adam attended the Georgia Institute of Technology earning a BS in Management with a concentration in Accounting, and Georgia State University earning a MS in Finance with a concentration in Investments.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

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Tana Gildea is a Principal who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

The phone call led Tana to join Compass Financial Consulting, a fee-only wealth management firm where she moved from part-time client service administrator for the small but growing firm all the way up to Principal in 2014. She served as the Chief Compliance Officer at Compass, helped with many of the administrative aspects of running the business, and worked with a variety of clients. She also became a Certified College Funding Specialist in 2011 just as her first child headed off to college. Compass merged with Homrich Berg in January 2018 at which time Tana became a Principal at HB.

Prior to joining the Compass team in 2005, Tana had earned both bachelor’s and master’s degrees in accounting.  She had served as a corporate audit specialist, an operational manager, and an adjunct accounting teacher at Chattahoochee Technical College. She returned to the classroom as an instructor for Kennesaw State University’s new certified financial planner program in 2018. While no longer consistently teaching for the program, she remains available as a sub.

A published author, Tana has shared a wealth of financial advice for young people and other financial novices in her award-winning book, The Graduate’s Guide to Money, and in other publications. She enjoys speaking to college students about how to start their financial lives on the right foot.  Tana often speaks to women’s groups about the emotional aspects of money management. Contact Tana if you need a speaker for your event.

In 2023, Tana became a Certified Divorce Financial Analyst® to delve more deeply into the issues facing people who are divorcing and serve those women who may want to seek a new financial advisor post-divorce. She is thrilled to be a member of the Atlanta Women’s Foundation Inspire Atlanta class of 2024.

Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.