We are pleased to announce the appointment of Abbey Flaum, David Kochamba, Evan Byers, Gene Brooks, and Philip Clinkscales, III as the newest Principals for the firm. “Abbey, Evan, Gene, David, and Philip are important members of our HB team” said Thomas Carroll, CEO of HB. “My partners and I are proud to welcome them as the newest owners of HB.”
About Abbey
Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office division, Abbey serves as our Family Wealth Strategist applying the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.
As a Shareholder in her previous firm, Abbey earned many awards for her work, but she takes the most pride in her ability to uniquely engage with her clients, listen to and empathize with their individual needs, and translate discussions into a meaningful plan that is representative of her clients’ personal wishes, family and tax-oriented goals and best interests.
Abbey enjoys educating others about topics relevant to their lives, and both writes and lectures on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, planning for aging and longevity, planning for modern family structures and the interplay of family law and estate planning.
About David
Dave joined Homrich Berg in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Principal of the firm and currently serves a diverse client base consisting of working professionals, retirees, and corporate executives.
Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional.
About Evan
Evan currently serves as a Principal in the firm’s HB Family Office & Institutional Services group. He offers clients more than 10 years of comprehensive wealth management experience, serving as an advisor to institutions, non-profit organizations, and high net worth individuals (including multi-generational family offices, corporate executives and entrepreneurs). Prior to joining HB, Evan was an Investment Strategist for SunTrust Bank. In that role he managed client portfolios for both ultra-high net worth individuals and institutional clients. Prior to this role, Evan served as an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.
About Gene
Gene is a Principal and Team Lead in the firm’s HB Family Office group. He has 10 years of experience serving high-net worth individuals, families, and foundations, nine of which have been with Homrich Berg. He enjoys helping clients with all aspects of their financial plans but has a particular interest in complex estate planning.
About Philip
Philip is currently a Principal of Homrich Berg. He joined HB as a Director in January 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to Homrich Berg, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within two years, but while there, served in many capacities.
