J.R. Hammonds-Swain

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J.R. joined Homrich Berg in 2022 after working for Oakbridge Partners since 2009. She earned a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family.

Katherine Jaynes

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Katherine joined Homrich Berg in June 2022 and is a Senior Specialist within Client Service Operations. She works with the family office client service teams to assist with money movement, account paperwork, and meeting preparations.

She graduated from Georgia College with a Bachelor’s of Arts in Sociology and a minor in Criminal Justice.

In her free time, likes to play tennis, hang out with family and friends, travel, and watch Georgia Football.

Kimberly Landry

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Kimberly joined Homrich Berg in 2022 and is currently a Senior Specialist within Client Service Operations. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Purdue University in 2011 with a major in Spanish and a minor in Organizational Leadership and Supervision. Kimberly has worked in Financial Services for over a decade.

Kimberly and her husband Paul moved to Georgia from Indiana. They share in raising their beautiful daughter, Lilianna, and love spending time with family and being outdoors.

Eric Toole, CFP®

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Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Lauren Mason

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Lauren joined Homrich Berg in June 2022. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Graduated from Georgia College and State University May 2022 with a Bachelor’s degree in Marketing and a concentration in Logistics.

In her free time, she enjoys spending time with family and friends, painting, hiking, and watching documentaries.

Charlotte Vidal, CFA, CFP®

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Charlotte joined Homrich Berg in 2022 after working at Goldman Sachs in New York for seven years. In previous roles, she worked on Goldman’s Corporate Derivatives team, advising multinational corporations and private equity firms on their foreign exchange risks and hedging strategies. In 2017, she moved to the FX Options Trading desk where she traded G10 currency options, managing various portfolio risks and market-making for hedge funds, institutions, and corporate clients.

She attended Princeton University and graduated in 2015 with a degree in Operations Research and Financial Engineering (ORFE). Charlotte earned her CFA charter in 2021 and is a member of the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER™ certification to better assist clients with the entirety of their financial planning.

An Atlanta native who attended the Lovett School, she is thrilled to be back in her hometown and help serve clients. Charlotte lives near Chastain Park with her husband (Charlie) and son (Chuck).  In her spare time, she enjoys yoga, golf, tennis, and trying new Atlanta restaurants.

Steve Cass, CFP®

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Steve joined Homrich Berg in September 2024 as a Managing Director in the HB Family Office division. He has over 30 years of experience working with current and retired business owners and executives, along with multi-generational wealthy families who require complex investment, business succession, and generational wealth transfer services.

Before joining HB, Steve served as a Wealth Advisor for Truist Wealth. He joined SunTrust (now Truist) in 2000 as an Investment Manager where he managed high-net-worth portfolios and served in the fixed-income strategy group. In 2005, Steve transitioned to a Wealth Advisor role, coordinating a team to deliver a suite of comprehensive wealth management services. Additionally, in 2007, he was appointed City President of the Clearwater and North Pinellas market, where he represented the bank in marketing and community development.

An active member of the community, Steve serves on the Board of Directors and is a past Chairman of the Morton Plant Mease Healthcare Foundation and a prior Board Member of Morton Plant Mease Hospitals. He has previously served on the board of Directors and is a past President of the Pinellas County Estate Planning Council. Steve is currently Co-Chair of Gasparilla on the Gulf, a fundraising gala supporting Random Acts of Flowers.

Steve received his B.S. degree in Social Science with an emphasis on Economics from Florida State University and is a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys golf trips, cooking, and spending time with his wife, Kimberly, daughter, Mallory, and cat, Coco.

Caroline Maughon

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Caroline joined Homrich Berg in March of 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Caroline attended the University of Georgia, graduating in May of 2018 with a bachelor’s degree in Political Science with a minor in Public Policy & Administration. In her free time, Caroline enjoys traveling, coaching color guard, and spending time with her family, friends, and pets.

Kathryn Parks

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Kathryn joined Homrich Berg in June 2022. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia College and State University with a Bachelor’s degree in Business Management.

In her free time, she enjoys cooking, being outside, traveling to new places, and photography.

Jennifer I. Storey, CFP®

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Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as
a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment
Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Michelle Padron, PMP®

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Michelle joined Homrich Berg in January 2021 and is currently Chief of Staff. She is responsible for managing and implementing strategic initiatives.

Before working at HB, Michelle worked at SunTrust Bank as a Strategic Sales and Operations Manager. She has been in the financial services industry since 2009.

Michelle attended Palm Beach State College where she studied Business Administration. She received her Project Management Professional (PMP)® certification in 2023.

Michelle is married with two rescue dogs. She enjoys spending time with her five nieces and nephews, baking, home DIYs, and exploring the benefits of vegan eating (spoiler: there are none).

Ashley Tucker, CFP®

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Ashley joined Homrich Berg in 2010. Ashley graduated with a Bachelor of Business Administration in Real Estate from the University of South Carolina, where she was also a member of the two-time National Champion Equestrian team. Ashley also successfully completed the Emory University Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ professional.

In her spare time, Ashley enjoys spending time with her husband, sons and rescue dog, Gamecock football, and is a member of the Junior League of Atlanta and Peachtree Road United Methodist Church.