Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • History
    • Profile
    • Mission / Values
    • Clients
    • Diversity
    • Community
    • Awards
    • Locations
  • Meet The Team
    • Principals / Directors
    • Associates
    • Investments
    • Client Care/Operations/HR
  • Our Services
        • Service Levels and Costs
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • Client Experience
    • Fiduciary Fee-Only Financial Advisors
    • Financial Team Leader
    • Online Reporting
    • Interactive Planning
    • Team Approach
    • Deep Expertise
    • Client Stories
  • Resources
    • How To Select An Advisor
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Jonathan Morgan

August 20, 2024 by

Jonathan joined Homrich Berg in July 2024 as an Investment Analyst. His focus within the investment department is on real estate.

He graduated from the University of Virginia with a B.A. in Economics with a minor in Real Estate.

Jonathan currently lives in Virginia Highlands and enjoys spending time with family and friends.

Blythe Moore

August 7, 2024 by

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

Before accepting a full-time position at HB, Blythe was part of HB’s summer internship program. Prior to that, she had an accounting internship.
Blythe received her B.B.A. in Finance from Georgia Southern University.

In her free time, she loves to spend time with family, can be found on the lake or at the beach, and enjoys playing golf, pickleball, and tennis.

Grayson Turnbull

August 7, 2024 by

Grayson joined Homrich Berg in July 2024 as a Specialist in Client Service Operations. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Grayson spent three years at IDR staffing in Sales and Recruiting. He previously worked in the Guest Services Department for the Atlanta Braves.
Grayson received his B.A. in Business Management from Kennesaw State University.

He lives in Decatur and in his free time enjoys BBQing and watching football and baseball.

Nzube Anunobi

July 15, 2024 by

Nzube joined Homrich Berg as an Associate within the Financial Planning team in June 2024. In this role, he contributes significantly to formulating comprehensive financial plans, conducting projection analysis, facilitating estate planning, performing tax reviews, and devising investment strategies to support the wealth management goals of HB clients.

Before transitioning to a full-time role at HB, Nzube was part of HB’s 2023 summer internship program. Additionally, he worked part-time during his final two semesters of college, accruing a year’s worth of hands-on experience.

Nzube received his B.B.A. in Finance from Georgia State University’s Honors Track. During his undergrad, he actively participated in multiple organizations amongst Georgia State University’s chapter of the National Society of Black Engineers (NSBE) where he held a board seat as Treasurer.

He currently lives in Buckhead and enjoys traveling, playing soccer, and spending time with family and friends.

Garrett Mashburn

July 15, 2024 by

Garrett joined Homrich Berg as an Associate in June 2024. He works alongside HB advisors to support clients with their financial strategies.

Before joining HB, Garrett interned with Twickenham Advisors in Huntsville, AL with their Wealth Management division.

Garrett received his B.S. in Business Administration, majoring in Finance from Auburn University.

He enjoys spending time with family and friends. Growing up as an athlete, he now loves keeping up with stats, news, and the inner workings of professional and college sports—specifically the Boston Celtics and Red Sox, and all Auburn sports. He loves to run and workout as well.

Miri Maxon

June 4, 2024 by

Miri joined Homrich Berg as a Client Care Coordinator in October 2013. Prior to HB, Miri spent eleven years on Lee Van Leuvan’s team at LVL Financial, Inc. At Homrich Berg, she manages a client service team to handle day-to-day client needs, money movements, new client onboarding, and various account servicing needs.

Miri graduated with her B.S. in Criminal Justice and A.S. in Business Management/Finance from Penn Foster College. She has also completed certifications in Bookkeeping, Microsoft Office and the Paraplanner Certification program. In her spare time, she enjoys cruising and traveling to the beach.

Kyle Harris, CFA

May 22, 2024 by

Kyle joined Homrich Berg in May 2024 as a Portfolio Manager & Trader. He comes to HB with experience trading equities, options, bonds, and commodities.

Before joining HB, he most recently served as an Investment Operations Associate with Merit Financial Group. Prior to working with Merit, he worked as a Trade operations Analyst at The Intercontinental Exchange where he sat on the energy trading desk.

Kyle graduated from the University of Georgia with a B.B.A. in Economics. He is a member of the CFA Institute and CFA Society of Atlanta.

He lives in Sandy Springs with his fiancé and enjoys attending Atlanta/UGA sporting events, traveling, and spending time outdoors with family and friends.

Kelly Ho

May 22, 2024 by

Kelly joined Homrich Berg in May 2024 and is a Specialist in Client Service Operations within the HB Family Office division. Kelly works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before accepting a full-time position, Kelly was an intern at HB. Kelly graduated from The University of Georgia’s Terry College of Business with a BBA in Business Management, with a concentration in Logistics/Operations.

Kelly lives in Vinings with her cats, Otis, Myrtle, and Susie. She enjoys going to the beach, trying new restaurants, cooking fun recipes, and reading mystery books. During college football season, she is busy cheering for the UGA Bulldogs.

Andrew Page

April 22, 2024 by

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.

Marah Burns

April 18, 2024 by

Marah joined Homrich Berg in March 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Marah obtained her B.S. in Economics with a minor in Spanish from Georgia Institute of Technology and was a dean’s list recipient.

She currently lives in Johns Creek and enjoys traveling, hiking, and learning new languages in her spare time. Marah also volunteers with Furkids Animal Shelter.

Lydia Knoll

April 18, 2024 by

Lydia joined Homrich Berg as an Associate within the Financial Planning team in April 2024. She assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.

Before joining HB, Lydia served as a Client Service Associate at Wealth Enhancement Group. She has experience in retirement planning services from her time at Cerity Partners.
Lydia received her B.S. in Economics with a minor in Peace, Justice & Conflict Studies from DePaul University.

She currently lives in Sandy Springs and enjoys traveling home to Minnesota to visit family and spending time with friends and her dog.

Lisa Chambers-Head

April 18, 2024 by

Lisa joined Homrich Berg in April 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Lisa has over 18 years of combined retail and private wealth banking expertise. Before HB, she worked for 11 years at SunTrust Bank (now Truist) in various roles.

Lisa studied Business Management at DeVry Institute. She is a volunteer with Junior Achievement of Georgia.

She currently lives in Tucker with her husband and toddler, and she has three adult children. In her free time, she loves to experiment in the kitchen and travel.

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 14
  • Next Page »

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure