Kossandra McDuffie, CPA, CFP®

Director, DEI Committee Chair

Kossandra-McDuffie-new
Hometown

Stone Mountain, GA

Colleges

North Carolina State University

Certifications

CPA, CFP®

Office Location

Atlanta (HQ)

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.

Kossandra-McDuffie-new

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.

Hometown

Stone Mountain, GA

Colleges

North Carolina State University

Certifications

CPA, CFP®

Office Location

Atlanta (HQ)

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