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Dhruv joined Homrich Berg as an Associate in July 2023 after an internship with HB in 2022.
He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.
Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.
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Kate joined Homrich Berg as an Associate within the HB Family Office practice in July 2023 after an internship with HB in 2022.
She graduated with a B.B.A. in Finance from the University of Georgia Terry College of Business in 2023.
Kate currently lives in Cumming. In her free time, she enjoys spending time with friends and family, traveling, and cheering on the Georgia Bulldogs.
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Courtney joined Homrich Berg in July 2023. She works with the client service teams within the HB Family Office practice. She assists with money movement, account paperwork, and meeting preparations.
Prior to working at HB, Courtney was a Client Service Associate at Haber Investment Counsel, which was acquired by New Republic Partners, servicing HNW families and their custodial needs. She was also a former Client Service Associate at RFP Financial working with clients and assisting with administrative tasks. She graduated from the University of Georgia in 2020 with a B.S. in Financial Planning.
Courtney currently lives in West Midtown with her boyfriend and two cats. She enjoys reading, spending time with friends, and walking the beltline.
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Rachel joined Homrich Berg in May 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.
Prior to joining HB, she was a teacher for six years. Rachel received her Bachelors in Elementary Education from Georgia State University. She has been a coach for Girls on the Run.
Rachel currently lives in Decatur, GA and enjoys walking the Beltline with her dog, trying new restaurants, and going line dancing with friends.
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Rochelle joined Homrich Berg in April 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.
Prior to joining HB, she assisted two brokers as their executive account manager managing anywhere between 50-80 group clients. Prior to serving as an account manager, Rochelle managed restaurants for almost eight years assisting opening new locations and corporate training for employees and management.
Rochelle is an active member of Alpha Kappa Alpha Sorority Incorporated. While in undergrad, she served on multiple boards and helped organize community service events. She received her Bachelor of Science in Psychology from Kennesaw State University.
She currently lives in Duluth, GA with her husband and enjoys traveling, cooking, music, and spending time with family and friends.
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Bryan joined Homrich Berg in April 2023 as a Senior Associate on the Financial Planning team.
Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.
He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.
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Sumayyah joined Homrich Berg’s Family Office practice in February 2023. Prior to joining HB, she worked in the mortgage industry. She is experienced with serving clients with the upmost care and quality. Sumayyah earned her BA in Psychology with a minor in Economics from Cal Poly Humboldt in 2016. She went on to obtain her MBA from Sacramento State University in 2021.
In her spare time she enjoys watching movies, spending time with family and friends, and trying new restaurants.
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Nick joined Homrich Berg in January 2023 as an Associate, bringing with him valuable experience as an Operations Analyst at another firm in the Atlanta area. As a CERTIFIED FINANCIAL PLANNER™, Nick is dedicated to helping clients craft personalized financial plans and guide them through the execution of their long-term goals.
Nick earned his Bachelor’s degree in Business Administration from the University of Tennessee, Knoxville in 2019 and completed the University of Georgia – Terry College of Business – Executive Program in Financial Planning in 2022.
A native of Atlanta, Nick enjoys spending his free time running, exploring the outdoors, and spending time with family and friends.
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Katherine joined Homrich Berg in June 2022 and is a Senior Specialist within Client Service Operations. She works with the family office client service teams to assist with money movement, account paperwork, and meeting preparations.
She graduated from Georgia College with a Bachelor’s of Arts in Sociology and a minor in Criminal Justice.
In her free time, likes to play tennis, hang out with family and friends, travel, and watch Georgia Football.
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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.
A native New Yorker, Abbey holds a Bachelor of Arts, Summa Cum Laude, from Arizona State University, a Juris Doctorate (J.D.) from the University of Miami School of Law, and a Masters of Law (LL.M.) in Taxation, with honors, from the University of Alabama School of Law. Abbey is a member of the American, Georgia and Atlanta Bar Associations. She is also a member of the Atlanta Estate Planning Council, for which she served as a Board Member, chairs the Children’s Healthcare of Atlanta Legacy Advisor Council, co-chairs the Advisory Council for Jewish Home Life Communities, and serves on the Planned Giving Committee for Pace Academy and on the Board of the Jewish Federation of Greater Atlanta.
Abbey lives in Buckhead with her son, Jack, daughter, Ryan, and love of her life, Matt.
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Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.
Prior to joining Homrich Berg, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.
Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present) and also holds the Certified Public Accountant designation. Isaac is a CERTIFIED FINANCIAL PLANNER™ professional.
Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.
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Demi joined Homrich Berg in October 2022 after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.
Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
In her spare time, she enjoys traveling and spending time with her family.
