Sean joined Homrich Berg in February 2025 as a Managing Director. He has spent his entire career in the Wealth Management industry helping individuals, families, and not-for-profits achieve their personal and financial goals. His ability to listen to clients and hear their concerns has allowed him to build relationships and proactively identify solutions that are well researched and customized.

Before joining HB, Sean spent 15 years at BNY Mellon Wealth Management. There, he managed a book of clients and held a leadership role overseeing the Tampa and Winter Park offices.

Sean has held leadership and board member roles in various community not-for-profits. These include his local church, schools his children have attended, and other organizations focused on the well-being of the community.

Sean earned his BSBA with a major in Finance from Xavier University in Cincinnati, Ohio. He is also a CFA charterholder.

In his spare time, Sean enjoys playing golf, hiking, and watching college basketball. He is also an aviation enthusiast and holds a private pilot license. Sean is married and has two daughters.

Lex joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 30 years of extensive experience in financial services. Lex specializes in advising ultra-high-net-worth families on complex issues, including income tax, estate tax, investment and insurance strategies, financial planning, and family governance.

Before joining HB, Lex spent more than 25 years at SunTrust Bank and its successor, Truist Financial, where he led commercial and wealth management teams. He served as a City President from 2004-2019 representing the bank throughout the Greater Tampa Bay area and was the Senior Wealth Advisor for a select group of distinguished families

Lex earned his Bachelor of Science from the University of Florida, majoring in Finance with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional. Lex has also held prominent leadership roles as past Chairman of the Board for the Pasco County Economic Development Council, CareerSource Pasco Hernando, and SunTrust Bank, Nature Coast.

Outside of his professional commitments, Lex enjoys outdoor activities and cherishes quality time with his family, including his wife, daughter, son, and grandson.

Brad joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He specializes in delivering comprehensive wealth management strategies to ultra-high-net-worth families and family offices. With extensive experience in complex investment management, financial planning, tax strategy, estate planning, philanthropic initiatives, and family governance and education. Brad is adept at addressing the unique needs of his clients. His expertise in investment management enables him to provide a holistic approach, including customized asset allocations, investment selection, asset location strategies, risk management, and comprehensive performance reporting. Additionally, he has a robust background in private and alternative investing, further enhancing his ability to serve the needs of ultra-high-net-worth clients effectively.

Before joining HB, Brad served as Senior Vice President at Truist Wealth within the GenSpring segment (formerly GenSpring Family Offices), where he was responsible for the investment experience of approximately 25 families with assets exceeding $1.5 billion.

During his tenure, Brad was a member of GenSpring’s portfolio construction group and the NextGen committee, and he contributed to the family symposium steering committee. He also played a role in developing content for the firm’s family office services group and was a featured speaker at the firm’s numerous symposiums, NextGen conferences, and learning series focusing on topics such as next generation investing, behavioral and thematic investing, family office dynamics, and entrepreneurship.

Brad began his career at United Bankshares, where he initially served as a credit analyst, underwriting the bank’s most complex transactions with a primary focus on the commercial real estate and oil and gas sectors. He subsequently advanced into a management development role, gaining significant experience across all wealth management departments, including operations, compliance, sales management, and executive leadership. His performance ultimately led to his role as Principal of the bank’s dually registered broker-dealer and RIA subsidiary.

Brad graduated from West Virginia University with a B.S. in Accounting and Finance. He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Tampa Bay.
He enjoys spending time with his wife, three children, and adopted border collie, traveling, being outdoors, and playing golf.

Steve joined Homrich Berg in September 2024 as a Managing Director in the HB Family Office division. He has over 30 years of experience working with current and retired business owners and executives, along with multi-generational wealthy families who require complex investment, business succession, and generational wealth transfer services.

Before joining HB, Steve served as a Wealth Advisor for Truist Wealth. He joined SunTrust (now Truist) in 2000 as an Investment Manager where he managed high-net-worth portfolios and served in the fixed-income strategy group. In 2005, Steve transitioned to a Wealth Advisor role, coordinating a team to deliver a suite of comprehensive wealth management services. Additionally, in 2007, he was appointed City President of the Clearwater and North Pinellas market, where he represented the bank in marketing and community development.

An active member of the community, Steve serves on the Board of Directors and is a past Chairman of the Morton Plant Mease Healthcare Foundation and a prior Board Member of Morton Plant Mease Hospitals. He has previously served on the board of Directors and is a past President of the Pinellas County Estate Planning Council. Steve is currently Co-Chair of Gasparilla on the Gulf, a fundraising gala supporting Random Acts of Flowers.

Steve received his B.S. degree in Social Science with an emphasis on Economics from Florida State University and is a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys golf trips, cooking, and spending time with his wife, Kimberly, daughter, Mallory, and cat, Coco.

John joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 30 years of investment management experience and is focused on portfolio construction and investment management for a select group of client families. John builds customized investment portfolios to meet the unique financial needs of the families he works with, using a combination of public and private equity, debt, and alternative investment vehicles in an open architecture environment.

Before joining HB, he spent 14 years as a Senior Vice President and Senior Investment Manager at Truist Wealth, where he was responsible for approximately $1.2 billion in client investment assets under management. Before Truist Wealth, he was a Senior Portfolio Manager with Key Private Bank in Ft. Myers, FL. In addition to managing client portfolios, John served as one of seven members of Key Private Bank’s Investment Strategy Committee, which formulated the bank’s market outlook and tactical asset allocation guidelines used by all Key Private Bank teams nationwide. Before Key Private Bank, John was a Portfolio Manager with the U.S. Trust division of Bank of America (now Bank of America Private Bank) in Savannah, GA, where he managed investment portfolios for high-net-worth families, charitable trusts, and endowments.

John is a graduate of Auburn University with a degree in Finance. He has held the Chartered Financial Analyst (CFA) designation since 2001 and is a member of the CFA Society of Tampa Bay.
He lives in Tampa with his wife and three children. John enjoys fishing, boating, and hunting with family and friends.

Ryan joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He works with ultra-high-net-worth families to help manage their complex financial needs. Ryan brings over 23 years of wealth management experience to his clients, serving as lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Ryan served as a Managing Director at Truist Wealth for over 13 years. Before Truist, he was a Wealth Advisor at Wells Fargo Private Bank for over 10 years, leading client relationships to help deliver a comprehensive suite of wealth management services. Ryan brings a wide range of expertise to HB, ranging from family office management, financial planning, estate and charitable planning, risk management, and family governance.

Ryan received his undergraduate degree from The University of South Florida School of Business with a B.S. in Marketing and a minor in Economics. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys golfing, fishing, surfing, and traveling with his wife and two young daughters.

Larry joined Homrich Berg in July 2024 as a Principal and Florida Market Leader. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.

Before joining HB, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).

Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.

Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.

He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.