Thomas Carroll, CFP®

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Thomas is President and CEO at Homrich Berg. Thomas added the role of CEO after a well-planned leadership transition where he served as President for four years. In his role as President, he served as a key member of executive management, leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high-touch, fiduciary fee-only client service to HB clients on all the important financial issues they face in their lives.

Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank.  In that role, he managed all of the core private wealth management sales and client service activities on a national basis across nine SunTrust divisions. Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, the multi-family office subsidiary of SunTrust Bank, which provides independent advice to ultra-high-net-worth families.  Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust. In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Thomas has spent his entire career in the wealth management industry and was an advisor managing high-net-worth client relationships before transitioning into his leadership roles.

A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is active in the community, currently serving as a member of the Charles Schwab Advisor Services Advisory Board, on the Wake Forest Athletics Advisory Council, on the Leadership Council of Zoo Atlanta, and as an Advisory Board member for The UHNW Institute, and as a member of the BNY Pershing Wealth Executive Board. He has previously served on the Emory University Board of Visitors as well as the Board of Trustees for the Atlanta Sports Council, the Metro Atlanta Chamber of Commerce, the Atlanta Botanical Gardens, the Atlanta Children’s Shelter, the Atlanta Police Foundation, Young Harris College and as a Lay Leader for Peachtree Road United Methodist Church.

Thomas is married to Susan, and they have three children, Eleanor, Hayes, and Ben.

Bennett Colbert

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Bennett joined Homrich Berg in June 2025. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.

Before joining HB full-time in 2025, he interned as a Summer Associate in 2024, prior to his senior year at the University of Georgia.

Bennett earned his Bachelor’s degree in Family and Consumer Sciences with an emphasis in Financial Planning. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.

In his spare time, Bennett enjoys golfing and going to watch the Braves play.

Taylor Fiffie

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Taylor joined Homrich Berg in February 2025 as a Specialist within Client Service Operations. In her role, she resolves client inquiries, assists advisors with client meeting preparation and follow-up, and prepares and processes investment account applications, account transfers, and money movements.

Before joining HB, Taylor spent the previous three years working in trade operations at FIS in Atlanta.

She earned her Bachelor’s degree in Business Administration with a concentration in Management from Clayton State University.

In her spare time, Taylor paints and loves to travel.

Rochelle Glover-Jones

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Rochelle joined Homrich Berg in April 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.

Prior to joining HB, she assisted two brokers as their executive account manager managing anywhere between 50-80 group clients. Prior to serving as an account manager, Rochelle managed restaurants for almost eight years assisting opening new locations and corporate training for employees and management.
Rochelle is an active member of Alpha Kappa Alpha Sorority Incorporated. While in undergrad, she served on multiple boards and helped organize community service events. She received her Bachelor of Science in Psychology from Kennesaw State University.

She currently lives in Duluth, GA with her husband and enjoys traveling, cooking, music, and spending time with family and friends.

Drew LaGrande, J.D., LL.M.

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Drew joined Homrich Berg in September 2024 as a Managing Director and Family Wealth Specialist in the HB Family Office division. He brings over 20 years of experience advising ultra-high-net-worth families on comprehensive wealth management. Drew’s role involves tailoring advice based on each client’s unique lifestyle and legacy goals to address both family-wide and individual needs. Utilizing HB’s holistic approach, Drew ensures effective planning by offering ongoing, personalized support in areas such as tax-efficient wealth transfers, business and estate planning, and asset protection.

Drew began his career as an estate planning attorney with Nelson & Nelson, PA in North Miami Beach, FL, where he provided counsel on states, trusts, trust and probate administration, tax planning, business succession, asset protection, and planned giving. He later returned to Tampa/St. Petersburg area to join Gassman, Crotty & Denicolo, PA, where he focused on tax planning and asset protection. Drew then moved his practice to Akerman Senterfitt, becoming a partner in the trusts and estates department in 2008.

In 2012, Drew transitioned to PNC Family Wealth as a Senior Wealth Planner, continuing in similar roles with GenSpring SunTrust Private Wealth and Truist Wealth before joining HB. He discovered that by thoroughly listening to clients and understanding their goals and objectives, their advisory teams could create and implement plans that clients understood and appreciated.
Drew is a member of the Florida Bar Association (Real Property and Probate Tax sections) and has contributed to several publications as an author and editor on various planning topics.
He and his wife have two adult children and in his spare time enjoys spending time with his family, traveling, and hiking.

Randy Schultz

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Randy joined Homrich Berg in 2021 as VP of Operations. He leads a significant portion of HB’s middle and back office functions responsible for accurate and efficient execution of the wealth management plans created by our clients and their advisors.

Prior to joining HB, Randy spent over 10 years with The Home Depot, during which he led teams responsible for workforce planning/management and sales operations with a focus on analytics and technology enablement. He has a passion for services operations management and enjoys both the optimization and “people” elements of the field.

Randy earned a BS in Management with Highest Honors from Georgia Tech in 2008.  He lives in Smyrna with his wife Emily and their four children Oliver, Ellie, Theo, and Ruth.  In his spare time, Randy enjoys outdoor activities with his family as well as reading and woodworking.

Emily Bentley

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Emily Bentley is a Principal and helps lead the HB Family Office.  She works with ultra-high-net-worth families to manage the responsibilities and opportunities of their wealth.  Emily also drives the strategy for HB Family Office, ensuring that the team and platform are optimized to provide the most value for clients.

Before joining HB, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.

As an Atlanta native, Emily graduated from Westminster.  She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.

Cheryl Gomes

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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.

Jamie Hennessy, ACA

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Jamie joined Homrich Berg in 2021 as Chief Financial Officer and is a Principal of the firm. He leads the firm’s accounting, finance and reporting functions, as well as oversees the company’s data analytics efforts.

Prior to joining Homrich Berg, Jamie most recently served as Chief Financial Officer at Wentworth Management Services, an aggregator of companies in the Wealth Management space and prior to that served as Controller of Private Wealth Management at SunTrust, now Truist. Jamie started his career in public accounting at Grant Thornton where he spent 10 years in audit serving clients in a multitude of sectors in the UK, Australia and finally Atlanta.

Jamie received a MPharmacol (first class) from the University of Bath, UK in 2008 and became a member of the Institute for Chartered Accountants of England and Wales (ICAEW) in 2011. He lives in the Brookhaven with his wife, daughter, and son.  In his spare time he loves to both travel and play golf.

Italy Gutierrez

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Italy joined HB in July 2024 as an Operations Specialist. She works in the operations department, assisting the client service team with account setup and maintenance, reporting, and billing.

Before joining HB, she worked as a Data Specialist at a non-profit that focused on educating and assisting families in the state of Georgia about finding childcare.

Italy graduated from Kennesaw State University with a Bachelor of Science in Information Technology with a concentration of Data Analytics.

In her spare time, she enjoys reading, scrapbooking, and spending time with family.

Sarron Hazqiyal

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Sarron was born and raised in Atlanta, GA. She attended Georgia State University and graduated in 2017 with a Bachelor’s degree in Public Relations and a minor in Hospitality Administration. Prior to joining the team, Sarron worked at JP Morgan Chase in retail banking as a Lead Associate of Operations. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

In her spare time, Sarron likes to spend time watching movies, walking trails with her husband and two dogs, reading, and spending time with her family.

Jimmy Trimble, CFP®, CEPA

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Jimmy joined Homrich Berg as Director of Business Development in 2019. He brings over 30 years of experience in the fields of Wealth Management and Financial Services where he has enjoyed helping many individuals, families, and businesses with their financial and wealth strategy.

Prior to joining HB, Jimmy spent most of his career in the banking industry, focusing on Commercial & Private Banking and Specialty Lending. He founded the Private Banking Group of Fidelity Bank, which he led from 2007-2014.

Jimmy is a graduate of the Scheller College of Business at Georgia Tech and earned an MBA with a concentration in Finance from Georgia State University. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2002, Certified Exit Planning Advisor designation in 2024, and is a graduate of the Stonier Graduate School of Banking.

Jimmy serves the community in various roles including Treasurer of Northside United Methodist Church and the Life-to-Eagle coordinator for Boy Scout Troop 298. He is also active in the men’s ministry and high school ministry at Northside Methodist Church. Previously, he served as a Georgia Tech Alumni Trustee, including three years on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing as well as a board member of the Atlanta Estate Planning Council and a long-time member of the Pace Academy Annual Fund team. Jimmy has also chaired several non-profits and civic organizations including the Academy of Medicine, Camp Evergreen, and Proactive Ministries.

Jimmy and his wife Laura live in Buckhead and have a daughter who is a consultant in Atlanta and a son studying Finance at UGA.