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Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Jimmy Trimble, CFP®, CEPA

December 9, 2022 by

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.

Solomon Cohen

August 7, 2023 by

Solomon joined Homrich Berg as an Associate within the Financial Planning team in July 2023. Prior to HB, he was a Client Relationship Associate for Vanguard in their investment services team. His main responsibilities were communicating with clients about investment subjects and products, assisting in placing transactions and giving quotes, as well as answering any client’s questions regarding their investments.

He graduated from La Salle University in May 2022. Solomon currently lives in Brookhaven with his partner and enjoys traveling, cooking, watching football, community service, and spending time with friends and family.

Ella Fendley

December 6, 2024 by

Ella joined Homrich Berg in November 2024 as a Marketing Associate. She works with the Marketing team to execute HB’s overall marketing strategy.

Before joining HB, Ella held a couple of different part-time positions during her time at the University of Virginia, which included a Marketing Coordinator and then a Marketing Project Assistant.

She received her B.A. in Media Studies with a minor in Psychology from the University of Virginia, earning membership into the Phi Beta Kappa society upon graduation.

In her free time, she enjoys spending time with family and friends, going on walks, reading, and seeing live music.

Taylor Fiffie

March 14, 2025 by

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.

Kyle Glenn, CFA

December 9, 2022 by

Kyle joined Homrich Berg in 2020 as Chief Operating Officer, returning after a previous stint with the firm from 2008-2013.  He leads the firm’s internal operations, helps align the firm’s talent and culture with its long-term objectives, and drives strategic initiatives to support future growth.

Prior to re-joining Homrich Berg, Kyle was a Manager in Bain & Company’s Atlanta office.  In his 5 years at Bain Kyle led teams serving clients across a wide variety of industries, with a focus on Private Equity, Consumer Products, and Technology.  His expertise includes M&A, growth strategy, organization and operating model design, and performance improvement.

Kyle received an MBA with Honors from the University of Chicago Booth School of Business in 2015 and a BS in Management with Highest Honors from Georgia Tech in 2008.  He lives in Brookhaven with his wife and three daughters.  In his spare time he enjoys running, reading, cycling, and wine tasting; he is a coffee snob and BBQ snob (and apologizes for neither).

Rochelle Glover-Jones

June 2, 2023 by

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.

Cheryl Gomes

December 9, 2022 by

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.

Larry Parkin, CFP®

October 28, 2024 by

Larry joined Homrich Berg in July 2024 as a Principal and Florida Market Leader. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.

Before joining HB, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).

Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.

Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.

He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.

John Dolan

December 9, 2022 by

John joined Homrich Berg in 2020 to serve as VP of Technology. He relocated from Colorado where he was a senior consultant with a leading cybersecurity firm. He joined to enhance client services and operations at Homrich Berg through the more effective use of technology while building on their overall security posture.

Before joining Homrich Berg, John founded and developed an IT consulting firm which provided IT services to a number of wealth management firms, family offices and multi-family offices. After successfully leading the firm through its acquisition, John served in several roles including Senior Director of Operations for RapidFire Tools and also served in security consulting roles for Intel Security, McAfee and Herjavec Group.

John graduated from Georgia Tech in 1999 where he discovered his passion for all things IT. He lives in Johns Creek with his wife and 2 boys. He enjoys mountain hikes with his wife, playing and coaching soccer and the occasional snowboarding trip out west.

Italy Gutierrez

September 6, 2024 by

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.

Alex Colovos

December 9, 2022 by

Alex joined Homrich Berg in January of 2022. He earned his degree in Risk management and Insurance from the University of Georgia. He began working in financial planning shortly after graduation in 2019. Alex is currently working to attain his CERTIFIED FINANCIAL PLANNER™ certification.

Alex was born in Ohio, raised in Pittsburgh and moved to Atlanta with his family in 2014. In his spare time, Alex enjoys hiking, power lifting, skeet shooting, and playing games with friends.

Ian Davis

March 14, 2025 by

Ian joined Homrich Berg in February 2025 as an Associate with the Financial Planning team. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Before joining HB, Ian worked as a Financial Professional at Piedmont Wealth Partners, a boutique wealth management firm in Atlanta, GA. He worked alongside the Director of Financial Planning and Senior Wealth Advisor to curate and implement holistic financial plans, inclusive of investment allocation and private alternative opportunities.

Ian earned his Bachelor’s degree in History with a minor in Chinese Language & Culture from Georgia State University.

He currently lives in Smyrna, GA, where he enjoys spending time with his wife and friends. He is also an avid golfer and enjoys traveling.

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

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