Ana joined Homrich Berg in March 2022 and is currently an Associate who supports advisors with financial strategies. Before this role, she was a Specialist in Client Service Operations working with the Client Service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia Gwinnett College in 2016 with a bachelor’s in Political Science. Ana passed the CFP® exam in July 2024 and will officially earn the CERTIFIED FINANCIAL PLANNER™ designation once the remaining requirements are met.
In her free time, she enjoys reading, spending time with family and friends, and exercising.