We have a culture of service at Homrich Berg, driven by our values and our focus on putting our clients’ interests first every day. Great client service starts with great people. We focus on hiring excellent team members with a wide range of skills and backgrounds. Browse through the bios of our people and you will see certifications that we believe are marks of excellence in the planning and investments world – CERTIFIED FINANCIAL PLANNER certificants, Chartered Financial Analyst® charterholders, and multiple CPAs (Certified Public Accountants) as well. You will see a veteran operations team making the office hum with efficiency, and notice a common belief in service to the community reflected in a wide range of activities and board positions. Your client service team will directly involve a number of people you see here; but the advantage for you is that everyone listed here is ultimately part of your HB team.
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