Our Team

While the Homrich Berg Family Office division has a number of dedicated employees, ultimately one of the benefits of working with Homrich Berg is the ability to tap the expertise and assistance of the resources of the entire firm.

We have included the biographical information for selected professionals who often work with Homrich Berg Family Office clients. A full list of our people can be found on the Homrich Berg website.

Principals

Andrew (Andy) J. Berg, CFP^®

Frank H. Butterfield, CPA, CFP^®, PFS, CFA

Adam L. Fuller, CFA, CFP^®

Anthony J. Guinta, CPA, CFP^®, PFS

Andrew (Drew) R Klepchick, CFP^®

Directors

William H. Bolen, Jr.

Christopher V. Casdia, CSCP, Compliance and Operations Manager

Monica H. McDonald, CFP^®

Wayne D. Moss, CFP^®

Tricia Mulcare, CPA, CFP^®, PFS, CFDP^®

Ashley Preisinger, CFA, Director of Client Development

Mike Stanford

Frank T. Waterson, CFP^®

Senior Associates

Jeff Meuter, CFP®

John H. Taylor, CFP^®

Associates

Chris Campbell

Junlu Zhang, CPA

Operations Specialists

Michael C. Flynn

Kelly B. Johnson

Lainey E. McLellan

Investment Department

Stephanie S. Lang, CFA, Director

Brian P. Hilderbrand, Investment Analyst

Peter Wietrak, Investment Analyst