Andrew Page

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Andrew Page joined Homrich Berg in April 2024 as the Head of Corporate Development. In this role, he will work closely with the CEO and leadership team on firm-level strategic initiatives, including M&A opportunities that align with HB’s values and overall growth strategy.

Before joining HB, Andrew was a Director at Ancora where he advised the CEO on growth opportunities for the firm including mergers and acquisitions, joint ventures, capital raising opportunities, and new market entrances. Previously, Andrew was a member of Focus Financial Partners’ investment team where he identified, evaluated, and executed investment opportunities in the financial services sector. He began his career in investment banking with Colebrook Capital.

Andrew received a Bachelor of Science degree in Economics, with honors, from the Tobin School of Business at St. John’s University.

In his spare time, he enjoys traveling with his family, skiing, and spending time outdoors.

Sean Maguire, CFA

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Sean joined Homrich Berg in February 2025 as a Managing Director. He has spent his entire career in the Wealth Management industry helping individuals, families, and not-for-profits achieve their personal and financial goals. His ability to listen to clients and hear their concerns has allowed him to build relationships and proactively identify solutions that are well researched and customized.

Before joining HB, Sean spent 15 years at BNY Mellon Wealth Management. There, he managed a book of clients and held a leadership role overseeing the Tampa and Winter Park offices.

Sean has held leadership and board member roles in various community not-for-profits. These include his local church, schools his children have attended, and other organizations focused on the well-being of the community.

Sean earned his BSBA with a major in Finance from Xavier University in Cincinnati, Ohio. He is also a CFA charterholder.

In his spare time, Sean enjoys playing golf, hiking, and watching college basketball. He is also an aviation enthusiast and holds a private pilot license. Sean is married and has two daughters.

Tremayne Perry

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Tremayne Perry joined Homrich Berg in 2021 as the Corporate Controller and Director of Financial Planning and Analysis. His responsibilities include setting financial controls, developing financial reporting packages, and budgeting and forecasting for the firm.

Tremayne has an extensive background in wealth management including 16 years at SunTrust as CFO of GenSpring Family Office and providing financial planning support to the Institutional Investment Solutions, Sports and Entertainment, International Wealth Management, and Medical Specialty groups.  In addition to his wealth management background, Tremayne has provided financial support to the nearly $300 billion dollar consumer deposit portfolio at Truist Bank. Prior to joining SunTrust, he also spent time in Credit Services at The Home Depot and Treasury Management Sales at Wachovia.

Tremayne holds a Bachelor of Science degree in Mathematics from Wake Forest University. Originally from Augusta, GA, he has resided in Atlanta the majority of his life and is active in the community. He currently serves as a trustee on the boards of the Hammonds House Museum, Black Teacher Collaborative, and BuildHer Studio Inc. with the mission of providing educational support to high school-age young Black women who demonstrate an interest in architecture.

In his spare time, Tremayne likes to travel, play tennis, and run half marathons.

Harrison Wiger, CFP®

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Harrison joined Homrich Berg full-time in June 2022 after completing an internship with the firm in 2021. He is part of a team that provides comprehensive wealth management services to working professionals, corporate executives, entrepreneurs, and retirees. Harrison also leads the HB property and casualty insurance planning team where he assists HB advisors and clients on nuanced questions on the topic.

He graduated Magna Cum Laude from Virginia Tech with a Bachelor of Business Administration in Finance with a focus in Financial Planning. To serve clients more effectively, Harrison became a CERTIFIED FINANCIAL PLANNER™ professional in May 2024.

When Harrison is not helping clients navigate their financial lives, he enjoys cooking, skiing, golfing, playing pickleball, and cheering on the Virginia Tech Hokies football team.

Danny Reagan

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Danny joined Homrich Berg in January 2023 and is currently a Senior Risk and Compliance Analyst. He assists the Chief Risk Officer and Chief Compliance Officer in interpreting and applying risk compliance policies and procedures while supporting the existing program.

Prior to joining HB, Danny completed several internships while attending The University of Georgia in roles such as an underwriter and purchase analyst intern. Within these roles, Danny helped build out new internal company systems and strengthen company organization.

He was recognized in 2019–2022 as an All Georgia Scholar while attending the University of Georgia, which is awarded to six academically proven students every year matriculating to UGA from rural parts of Georgia. Danny has also been recognized in several articles from the University of Georgia and the Terry College of Business from 2022-2023.

Danny received his B.B.A. in Risk Management and a certificate in Entrepreneurship from the University of Georgia Terry College of Business. Danny currently serves in the UGA mentor program offering guidance and support to students currently attending the University of Georgia.

Danny currently lives in Buckhead and enjoys traveling, concerts, and golfing.

Teri Schanen

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Teri joined HB in January of 2021. Prior to HB she worked at SG Financial as the Client Service Administrator. Teri received her Associates degree from Kansas University and has supported executives and clients across various industries for over 15 years.

Teri and her husband have lived in the Atlanta area for the past 25 years with their three daughters. She now enjoys time with her children and three grandchildren, as well as following her youngest daughter’s golf career.

Kruti Bolick, CFIRS

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Kruti joined Homrich Berg in 2021 as Chief Risk Officer. Kruti is responsible for the risk, compliance, third-party risk, insurance, and information security functions at HB, she has developed the firm’s first risk frameworks, reporting, metrics, and analytics in addition to developing and leading the firm’s risk and governance committees. Kruti brings over 20 years of risk management and consulting experience in a variety of executive leadership roles.  Before joining HB, Kruti held a global risk executive role at Conduent and several senior risk executive roles at Wells Fargo and SunTrust (now Truist). Before joining SunTrust, Kruti worked in professional services for PricewaterhouseCoopers, Accenture, and BearingPoint, specializing in change management, performance effectiveness, and process transformation.

Kruti holds a BBA degree in Finance and Marketing from Georgia State University, completed studies at the Consumer Banking Association (CBA) Executive Banking School, and is a Certified Fiduciary and Investment Risk Specialist (CFIRS).

In her spare time, she enjoys hiking, reading, and traveling.

Kaitlyn Sinnott

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Kaitlyn joined Homrich Berg in March 2019 and currently serves as a Senior Specialist of Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and Homrich Berg’s client service teams. She also works on fund accounting and administration for Homrich Berg’s internal funds of funds. Prior to HB, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.

Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.

Marjorie L. Sjostrom

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Marjorie joined Homrich Berg in September 2024 as a Senior Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, she worked for Truist Wealth Management (previously SunTrust Bank) for 23 years providing client service and support.

Marjorie enjoys gardening, reading, and trying new recipes.

Emily Smith

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Emily joined Homrich Berg in July 2022. She works with the HB Family Office client service teams to assist with bill pay and concierge services for ultra-high-net-worth clients. She graduated from Reinhardt University with a Bachelor’s degree in Business Administration.

In her free time, she enjoys hiking, camping, and live music.

Nick Thompson

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Nick Thompson joined Homrich Berg in 2017 as the firm’s Systems Administrator. He attended Westwood College Online where he graduated with a Bachelor’s degree in Network Management. Nick’s career in the IT industry began at Triumph Aerostructures in 2012 as a level one helpdesk technician.

In his free time, Nick enjoys spending time with his family and working on various projects at home.

Nate Wilinski, CFP®

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Nate joined Homrich Berg in December 2024 as a Senior Associate. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients.

Prior to joining HB, he worked as a Financial Advisor for another Atlanta-based firm, where he focused on delivering comprehensive financial planning and tax-advantaged savings strategies.

He is a graduate of Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020 and continues to look for more opportunities to further his education.

When Nate is not working with clients or studying financial strategies, he enjoys spending time with his friends and family, hiking throughout the Southeast, and sampling some of Atlanta’s renowned local breweries.