Keith Johnson, CFP®

by

Keith joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 20 years of experience delivering comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth families. In his role, Keith tailors the services based on the complexity of each client’s specific needs to reach their unique goals.

Before joining HB, Keith was a Managing Director with Truist Wealth, focusing on estate planning, investment, and risk management, as well as credit and banking solutions. As a Wealth Advisor within Truist, he worked as the lead relationship manager to high-net-worth and ultra-high-net-worth individuals and families providing thoughtful comprehensive advice. Keith specializes in pre-sale transaction planning, helping to guide clients through business transitions.

An active member of the community, Keith serves as the current Board Chair for Children First, Inc. in Sarasota. He also serves on the boards of The Gulf Coast Community Foundation and the Boys and Girls Club of Manatee County.

Keith graduated from the University of Florida with a Bachelor of Science in Accounting and earned his M.B.A. from The Georgia Institute of Technology. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys traveling, boating, golfing, and spending time with family and friends.

Drew LaGrande, J.D., LL.M.

by

Drew joined Homrich Berg in September 2024 as a Managing Director and Family Wealth Specialist in the HB Family Office division. He brings over 20 years of experience advising ultra-high-net-worth families on comprehensive wealth management. Drew’s role involves tailoring advice based on each client’s unique lifestyle and legacy goals to address both family-wide and individual needs. Utilizing HB’s holistic approach, Drew ensures effective planning by offering ongoing, personalized support in areas such as tax-efficient wealth transfers, business and estate planning, and asset protection.

Drew began his career as an estate planning attorney with Nelson & Nelson, PA in North Miami Beach, FL, where he provided counsel on states, trusts, trust and probate administration, tax planning, business succession, asset protection, and planned giving. He later returned to Tampa/St. Petersburg area to join Gassman, Crotty & Denicolo, PA, where he focused on tax planning and asset protection. Drew then moved his practice to Akerman Senterfitt, becoming a partner in the trusts and estates department in 2008.

In 2012, Drew transitioned to PNC Family Wealth as a Senior Wealth Planner, continuing in similar roles with GenSpring SunTrust Private Wealth and Truist Wealth before joining HB. He discovered that by thoroughly listening to clients and understanding their goals and objectives, their advisory teams could create and implement plans that clients understood and appreciated.
Drew is a member of the Florida Bar Association (Real Property and Probate Tax sections) and has contributed to several publications as an author and editor on various planning topics.
He and his wife have two adult children and in his spare time enjoys spending time with his family, traveling, and hiking.

Samuel Leech, CFP®

by

Samuel joined Homrich Berg in November 2023 as a Senior Associate with the HB Family Office in Palm Beach Gardens. He specializes in guiding Family Office clients through the intricacies of their financial planning, offering tailored solutions to meet their diverse and complex needs.

He brings seven years of valuable experience from the SEI Private Wealth Management division in Oaks, PA where he was an Account Manager who oversaw the daily responsibilities and aided in providing advice to ultra-high-net-worth families.

He is a proud alumnus of Bucknell University, where he received a bachelor’s degree in biology with a minor in economics. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.

Originally from Philadelphia, and now residing in South Florida, Samuel enjoys various activities. He cherishes moments spent playing golf alongside his family, pickleball matches with friends, passionately supporting Philly sports teams, and the thrill of shark tooth hunting on the beach with his wife, Zina.

 

Vlada Popsui

by

Vlada joined Homrich Berg’s Palm Beach office in June of 2022. She is responsible for supporting financial planners with client meeting preparation, meeting follow-up, account administration, and paperwork. She also manages the office and client reception area, which entails greeting clients, answering and routing calls, and helping with various executive administrative tasks. Additionally, Vlada assists with coordinating firm-wide employee events.

Vlada graduated with a B.A. in Translation & Interpreting from Taras Shevchenko National University of Kyiv, Ukraine. She enjoys spending her time in nature with her husband and Maltese dogs traveling, biking, diving, and boating. Vlada is a supporter of environmental initiatives and charitable organizations.

Ryan Lefler, MBA

by

Ryan joined Homrich Berg in 2022 and brings over six years of comprehensive financial planning and investment experience. He currently serves as an Associate in our Palm Beach office where he assists with investing and financial planning matters for their ultra-high-net-worth clients.

Ryan graduated with his BBA in Finance from Ashford University and a Master of Business Administration from Florida Institute of Technology. He is currently working on his CERTIFIED FINANCIAL PLANNER™ certification.

His time away from work is spent with his wife and their three children in his Palm Beach Gardens, Florida home. They enjoy biking, paddle boarding, and traveling to visit family and friends.

Amy Hanson, MBA

by

Amy joined Homrich Berg as Director of Marketing & Communication in May 2022. In this role, she is responsible for enhancing and executing HB’s overall marketing strategy with the CMO. This includes but is not limited to, brand awareness in HB’s footprint, creation and dissemination of all internal and external communications, digital marketing approach, managing content and collateral creation, and maintaining relationships with agencies. Amy works closely with the Events Manager, Compliance/Risk department, and advisors.

Before working at HB, Amy worked at Truist Wealth as a Client Marketing Manager supporting the ultra-high-net worth, family governance and education, and business transition lines of businesses. Before this role, Amy was an Investment Communications Manager with SunTrust Bank and GenSpring Family Offices where she was responsible for creating and distributing all investment-related communications. She started her career with John W. Henry & Company, Inc., an Alternative Investment Manager, as a Marketing Manager, and Senior Investment Analyst handling all aspects of marketing, communications, business development, reconciliation, audits, and compliance responsibilities. Other prior experience includes Marketing and Sales Support Specialist for Compass iTech, LLC, and Business Development Associate for Nordis Direct. Amy has been in the financial services industry for over 25 years.

Amy holds a bachelor’s degree from Point Park University and a master’s degree in Marketing from Lynn University.

She is a member of the Junior League of the Palm Beaches and sits on the Donor Relations Committee. She was previously a member of the Junior League of Boca Raton and was co-chair of the 2021 50th Anniversary Committee. She enjoys traveling, live music, Orangetheory, and spending time with family and friends.

Kevin S. Campbell, CFA

by

Kevin Campbell is a Principal in the HB Family Office division. In his role, Kevin is responsible for the delivery of comprehensive wealth management and investment advice to ultra-high-net-worth (UHNW) families. This holistic approach includes a robust financial plan, in-depth knowledge of existing estate planning, and a customized investment strategy tailored to each client’s specific goals, preferences, and constraints. With over 15 years of exclusively serving UHNW client families and their related family offices, Kevin is known to embrace the complexity of clients’ needs, distill the details when providing advice, and gain clients’ trust through the repeated delivery of comprehensive, high-value investment advice.

Prior to joining Homrich Berg as a co-founder of the Florida office in November of 2021, Kevin spent over 15 years at Truist Wealth | GenSpring (formerly known as GenSpring Family Offices) in multiple roles. Kevin’s most recent role with Truist Wealth was as a GenSpring Investment Manager (Senior Vice President), serving over 25 client families with more than $1B in assets under management and significantly more under advisory capacity.

During Kevin’s time at Truist Wealth, he was able to make a significant impact on the wealth management practice, including as a voting member of the portfolio construction committee, developing investment-related communications, helping to define the firm’s investment philosophy, and serving as a subject matter expert on investment-related special initiatives. Passionate about his craft, Kevin is most proud of the long-standing client relationships established over the tenure of his investment advisory career and his ability to be a cross-functional advisor, with knowledge spanning investments, tax, wealth transfer planning, trusts & estates, and operational excellence. Kevin was repeatedly recognized for his performance with numerous firm accolades rewarding top performers, but more importantly, by his clients, which was best exemplified by his exceptionally high client retention rate.

Kevin graduated from The George Washington University with a Bachelor of Business Administration (BBA) in Finance and Marketing. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida. Additionally in 2014, Kevin was shortlisted for the Family Wealth Report Magazine Rising Star Award, which highlights professionals who show the potential to be a leader in the wealth management industry.

When not working, Kevin enjoys spending time with his wife and two young boys in his Palm Beach Gardens, Florida home. His hobbies include golfing, traveling, and woodworking.

Sara Joyner

by

Sara joined Homrich Berg in October 2021 and is currently a Manager within Client Service Operations for our Palm Beach and Tampa offices. In this role, Sara and her teams are responsible for supporting the initiatives of investment and planning advisors, which include but are not limited to office management and day-to-day client account administration; client service, cash movements, bill pay, client onboarding, custodial paperwork, alternative investment paperwork, and consolidated reporting.  Additionally, she and her teams manage tax reporting for CPAs and coordinate the delivery of tax documents to clients and third-party advisors.

Prior to joining Homrich Berg, Sara was a Client Service Consultant in the GenSpring division (formerly GenSpring Family Offices) of Truist Bank for nine years and spent one year at Merrill Lynch as a Client Associate.

Sara graduated with a B.A. in Psychology from the University of Colorado at Boulder and is a Cannon Financial Institute Trust School graduate.  She also completed the American Bankers Association Wealth and Foundational Trust School courses in 2021.  When not working, Sara enjoys spending time with her husband and children exploring the Florida waters by boat and snorkeling.

Amy Owen, J.D., LL.M.

by

Amy is a Principal in the HB Family Office division.  She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members.  She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance.

Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997.  She then received her LL.M. in taxation from the University of Florida, and settled in Naples, Florida to begin her career as an estate planning attorney.  As an attorney, Amy advised clients on estates and trusts, tax planning, business success planning, asset protection, entity selection and planned giving.  She became a partner in the trusts and estates department of Fowler White Boggs Banker in 2004, and was chosen as one of Gulfshore Business’ 40 Under 40 that same year.

Amy became a Senior Wealth Strategist for the Private Bank of Bank of America in 2006, and continued that role with Hawthorn PNC Family Wealth and GenSpring SunTrust Private Wealth until joining Homrich Berg in 2021.  As a Wealth Strategist, she appreciated the mandate to expand beyond traditional legal advice as well as the time she could take to help her clients truly understand their planning opportunities. She found that clients who worked with her to develop this understanding were better able to communicate their objectives to their advisory team and then implement a truly optimal plan.

Amy is a member of the Florida Bar Association (Real Property and Probate and Tax sections), and has contributed to several publications, as an author and editor, on various planning topics.

She is a supporter of the American Red Cross, Children’s Home Society, Friends of Foster Children, and the Naples International Film Festival.  Her time away from work is spent in Naples with her husband, Blake, and their dogs, or traveling to visit their family and friends, music festivals, ski resorts, wineries, and other fun destinations.

Mike Stanford

by

Mike joined Homrich Berg in 2009 and serves as a Director. In addition to developing client relationships, Mike serves as a member of the firm’s Investment Committee, focusing on tactical allocations and guiding investments in Master Limited Partnerships, Specialty Finance, and Hedged Equity sectors.

Prior to HB, Mike had an eight-year career with Goldman Sachs, where he most recently served as a Vice President for the Atlanta Private Wealth Management Office. While at Goldman Sachs, Mike directed client relationships for individuals, families, foundations and trusts throughout the Southeast specializing in executive compensation, post-transaction planning, wealth transfer strategies, and portfolio management for an asset base in excess of $1.6 billion.

Mike graduated from the Georgia Institute of Technology as a scholarship athlete in baseball with an undergraduate degree in Industrial Engineering. In 2001 he received his M.B.A. from the Owen School of Management at Vanderbilt University where he graduated as a member of the Beta Gamma Sigma business honor society.

An active member of the community, Mike serves on the Board of Directors for the Technology Association of Georgia Finance Society and is the Finance Director of the Alpharetta Youth Softball Association. Previously, Mike has served in leadership positions and actively supports local charitable organizations Tee it up Fore Kids, CURE Childhood Cancer, and Canine Assistants.

Mike lives in Jupiter, FL with his wife.