Leslie Nolen

by

Leslie joined HB in June 2019 as Family Office Manager and current is a Manager within Client Service Operations.

Prior to joining Homrich Berg, Leslie spent eight years in the electric car/AI industry, where she most recently served as VP of Customer Experience and Logistics for Autonomous Fusion.  Leslie has spent the majority of her career in management, customer care, accounting, and operations with startup technology companies beginning with MindSpring/Earthlink.

Leslie graduated from Georgia Southern University with a Bachelor of Arts in Communications and a Minor in Business.  She enjoys reading, hiking, kayaking, volunteering, spending time with family and friends, and cheering on the Atlanta Falcons in good times and bad.

Christina Rotolo

by

Christina joined Homrich Berg in 2021 and serves as a Manager within the Client Service Operations department. She manages a team of Client Service Operations professionals, working with client service teams to assist with money movement, account paperwork, and meeting preparation.

Before joining HB, Christina worked for Keller Williams Realty for 7 years in various roles, including Client Care and Director of Marketing. She graduated with a B.A. in Psychology from Ramapo College in 2012.

Christina lives in Norcross with her rescue dog, Sandy. In her spare time, Christina enjoys reading, jigsaw puzzles, exploring new parks with her dog, or testing recipes in her kitchen.

Mike Stanford

by

Mike joined Homrich Berg in 2009 and serves as a Director. In addition to developing client relationships, Mike serves as a member of the firm’s Investment Committee, focusing on tactical allocations and guiding investments in Master Limited Partnerships, Specialty Finance, and Hedged Equity sectors.

Prior to HB, Mike had an eight-year career with Goldman Sachs, where he most recently served as a Vice President for the Atlanta Private Wealth Management Office. While at Goldman Sachs, Mike directed client relationships for individuals, families, foundations and trusts throughout the Southeast specializing in executive compensation, post-transaction planning, wealth transfer strategies, and portfolio management for an asset base in excess of $1.6 billion.

Mike graduated from the Georgia Institute of Technology as a scholarship athlete in baseball with an undergraduate degree in Industrial Engineering. In 2001 he received his M.B.A. from the Owen School of Management at Vanderbilt University where he graduated as a member of the Beta Gamma Sigma business honor society.

An active member of the community, Mike serves on the Board of Directors for the Technology Association of Georgia Finance Society and is the Finance Director of the Alpharetta Youth Softball Association. Previously, Mike has served in leadership positions and actively supports local charitable organizations Tee it up Fore Kids, CURE Childhood Cancer, and Canine Assistants.

Mike lives in Jupiter, FL with his wife.

Rory Glatt, CFP®

by

Rory joined Homrich Berg in July 2023 and is currently a Senior Associate. Before joining HB, he spent two years with an independent financial planning firm in Woodstock, GA.

Rory earned his B.S. from Berry College as a Gate of Opportunity Scholar, where he also played collegiate tennis. In 2022, he completed the Executive Program for Financial Planning at UGA’s Terry College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Rory lives near the Marietta Square with his wife, Breelan, and their golden retriever, Breaux. Outside of work, he enjoys tennis, training for triathlons, and time with friends and family.

Taylor Hammond, CFP®

by

Taylor joined Homrich Berg in June 2021 and has worked in wealth management since 2016. He received a B.A. in History from the University of Virginia and went on to receive an M.S. in Commerce with a specialization in financial services from the University of Virginia’s McIntire School of Commerce.

Taylor has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020.

In his spare time, he enjoys playing golf, watching UVA basketball, and spending time with family and friends.

Teri Sebastian

by

Teri joined Homrich Berg in 2001 and serves as the Lead Performance Reporting and Billing Specialist in the firm’s operations department. Teri’s work duties include supporting and assisting the Client Service Team by monitoring and processing custody related events for Homrich Berg.

In her free time, Teri enjoys spending time with her family.

Maggie Sudholt, SHRM-CP

by

Maggie joined Homrich Berg in June 2020 and is currently the HR Operations Manager. She previously worked as the HR Generalist at a Midtown Atlanta engineering firm for five years and has been in HR for 10 years. Maggie grew up in the metro Atlanta area and has lived and attended school in Atlanta proper since 2019.

In her free time she enjoys reading, hiking with her husband and dog, attending Atlanta United matches (season ticket holder since ’17!), and playing competitive soccer and bocce.

Brian Szabela

by

Brian joined Homrich Berg in June of 2022 after over 7 years in sales process improvement and CRM consulting. He graduated from Georgia Tech in 2014 with a degree in Industrial and Systems Engineering with a concentration in Economic & Financial Systems.

Brian serves as the Business Process Manager and the Product Owner of CRM. He is focused on standardizing and optimizing the firm’s business processes and developing custom solutions in CRM to serve our clients more efficiently. He works closely with all teams in the organization, acting as an internal consultant.

In his spare time, Brian enjoys playing sports (golf, basketball, soccer, disc golf, and tennis, to name a few), practicing CrossFit, and DIY home improvement projects. If you ever need to borrow a tool, he’s your guy.

NOTE:
If you received an email that appears to be from me about a job offer, please be aware that this is fraudulent. The email was NOT from me and is part of a phishing scam.

To protect yourself:

• Do not click on any links or respond to the email.
• Delete the email immediately.

For any questions or to verify legitimate communications, please send an email to info@homrichberg.com.

Stephen Jackson, CFP®

by

Stephen joined Homrich Berg in December 2021 after spending two years with an independent financial planning firm based in Milledgeville, GA.

Stephen received his Bachelor’s degree in Accounting from Berry College. He also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Stephen lives in Johns Creek with his wife, Emily. In his spare time, he enjoys watching sports, playing golf, and spending time with dog, Luna.

LaToyia Williams

by

LaToyia has 18 years of experience in the financial industry and handles the important day-to-day processes and controls related to client bill pay and accounts payable for HB. She previously worked in banking for 12 years at Discover Card and SunTrust Bank. She has a background in collections, reconciliation, process improvement, project management, complaint management, and accounts payable.

Lex Smith, CFP®

by

Lex joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 30 years of extensive experience in financial services. Lex specializes in advising ultra-high-net-worth families on complex issues, including income tax, estate tax, investment and insurance strategies, financial planning, and family governance.

Before joining HB, Lex spent more than 25 years at SunTrust Bank and its successor, Truist Financial, where he led commercial and wealth management teams. He served as a City President from 2004-2019 representing the bank throughout the Greater Tampa Bay area and was the Senior Wealth Advisor for a select group of distinguished families

Lex earned his Bachelor of Science from the University of Florida, majoring in Finance with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional. Lex has also held prominent leadership roles as past Chairman of the Board for the Pasco County Economic Development Council, CareerSource Pasco Hernando, and SunTrust Bank, Nature Coast.

Outside of his professional commitments, Lex enjoys outdoor activities and cherishes quality time with his family, including his wife, daughter, son, and grandson.

Sarah Markwalter, CFA, CFP®

by

Sarah joined Homrich Berg in 2021 after relocating from Baltimore. Prior to joining Homrich Berg, she spent three years with Brown Advisory, an independent investment management firm. Sarah attended the University of Notre Dame, where she graduated with a Bachelor of Business Administration in Finance and a minor in Entrepreneurship and Innovation. Sarah is a member of the CFA Institute and the CFA Society of Atlanta. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, Sarah enjoys traveling, reading, and attending ND football games in the fall.