Kelsey Waite

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Kelsey joined Homrich Berg in August 2014 and is currently a Senior Manager within Client Service Operations. She works with the client service teams to assist with fulfilling client needs, money movement, account paperwork, and meeting preparations. Kelsey is also on the Women’s Leadership Network at HB.

Before working at HB, Kelsey worked at PNC Bank as a Universal Branch Consultant assisting clients with their personal banking needs while working with a team of bank partners.

Kelsey enjoys volunteering in the community and spending time with family and friends. She is also a world traveler and an avid Detroit Lions fan.

Brittany Watson

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Brittany joined Homrich Berg as a Client Operations Specialist in August 2018.  She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.  She graduated from Georgia College & State University with a Bachelor’s degree in Psychology and a minor in Criminal Justice.

In her free time, Brittany enjoys running, hiking and spending time with family.

Michelle Wolff, CFP®, ADPA®

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Michelle joined Homrich Berg in July of 2018 as an Associate after working more than seven years at another Atlanta-based, fee-only advisor. Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also graduated from the University of Georgia with a Master of Science in Financial Planning. She completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ mark in 2015.

In her spare time, Michelle enjoys hiking, kayaking, pickleball, and attending Atlanta United matches.

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

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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.

Philip is actively involved in the Georgia golf community, currently serving as Vice President and Trustee of the GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs, empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. Philip also recently served 6 years as Secretary-Treasurer and Member of the Board of Directors of the affiliated Georgia State Golf Association (GSGA).

In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization based in Atlanta. For more than 30 years, Skyland Trail been inspiring people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research and education.

Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.

Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and five children, golfing, traveling, hunting, and playing various musical instruments.

Kaitlyn Sinnott

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Kaitlyn joined Homrich Berg in March 2019 and currently serves as a Senior Specialist of Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and Homrich Berg’s client service teams. She also works on fund accounting and administration for Homrich Berg’s internal funds of funds. Prior to HB, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.

Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.

Nick Thompson

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Nick Thompson joined Homrich Berg in 2017 as the firm’s Systems Administrator. He attended Westwood College Online where he graduated with a Bachelor’s degree in Network Management. Nick’s career in the IT industry began at Triumph Aerostructures in 2012 as a level one helpdesk technician.

In his free time, Nick enjoys spending time with his family and working on various projects at home.

LaToyia Williams

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LaToyia has 18 years of experience in the financial industry and handles the important day-to-day processes and controls related to client bill pay and accounts payable for HB. She previously worked in banking for 12 years at Discover Card and SunTrust Bank. She has a background in collections, reconciliation, process improvement, project management, complaint management, and accounts payable.

Kory Gildea, CFP®

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Kory joined Homrich Berg in July of 2019 after previously completing an internship with the company. He graduated from the University of Georgia with a degree in Finance from the Terry School of Business. Kory completed the Boston Institute of Finance – Bryant University Financial Planning Program in December of 2019 and has been a CERTIFIED FINANCIAL PLANNER™ professional since February 2022.

Kory lives in Brookhaven with his wife. In his free time, he enjoys going to concerts, playing sports, traveling, and watching the University of Georgia Football team win National Championships.

Evan Byers, CFA, CFP®, CAIA

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Evan currently serves as a Principal in the firm’s HB Family Office & Institutional Services division. He offers clients more than 13 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.

Evan holds a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He is also a holder of the Chartered Financial Analyst designation, the Chartered Alternative Investment Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Evan maintains a volunteer position with InheritGA – The Georgia Trust for Historical Preservation and enjoys spending time participating in various financial literacy initiatives sponsored by the CFA Society of Atlanta. He lives with his wife (Paige), son (Baer), and their nine-year-old Goldendoodle (Jax) in Buckhead.

Courtney Christy

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Courtney joined Homrich Berg in September 2019 and is currently a Manager within Client Service Operations. Prior to joining Homrich Berg, Courtney worked at Atlanta Fine Homes Sotheby’s International Realty as a Finance Associate and Closing Supervisor for over three years. She graduated with a B.A. in Human Resource Management from AIU in 2013. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Courtney lives in Hoschton with her husband (Blake), their son, and two dogs. In her spare time, Courtney enjoys spending time with her family, reading, and being outdoors.

Sean Cook

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Sean Cook has served as an advisor and executive in wealth management for over 23 years.  He previously served as the Managing Partner and Chief Investment Officer at Cedar Rowe Partners (CRP) which later merged with Homrich Berg.  CRP grew five-fold under his leadership and was ranked as one of the top 300 independent wealth advisory firms in the US by the Financial Times in 2018.  Under his leadership, the firm developed and managed a proprietary hedge fund-of-funds, wealth simulation tools and customized reporting solutions for clients.  CRP also provided outsourced reporting and investment consulting service to peer advisors.  Sean served for four years on Schwab Institutional’ s Technology Operations and Service Advisor Board.

Sean has a highly varied professional services background.  Prior to his career in wealth management, he held management consulting roles with Deloitte Consulting and Index Consulting (later CSC Index), focusing in areas such as financial management, organizational design and business process innovation. At Deloitte, Sean was selected to the Manager’s Advisory Council which provided internal consulting advice to Deloitte’s chairman.  He also served as a strategy consultant for Cresap Consulting (now Towers Watson) and held programming and technology integration roles with Hewlett Packard and SMS Data Products, where he supported the Research and Statistics Department of the United States Federal Reserve.

Sean earned an MBA from the Tuck School of Business at Dartmouth College, and a Bachelor of Science degree in Business Administration from the University of South Carolina where he graduated magna cum laude with a dual major in finance and management science.  At Tuck, Sean was selected as one of six Tuck Tycoon’s and was elected as Tuck’s representative to the Dartmouth student government.  While at the University of South Carolina he was elected to membership in The Phi Beta Kappa Society, served on the Student Judicial Council and was honored as the school’s “Most Outstanding Business Student”.  Sean was an NCAA Division 1 scholarship athlete (soccer) and tutored fellow athletes in business courses.

Sean grew up in suburban Washington, DC and now resides in Johns Creek with his wife, Julia.  Their three children are now in college or have graduated.  He and Julia have been active members of Perimeter Church for 25 years.  Sean has previously served on the boards of Good Samaritan Health Clinic and Perimeter School of Ballet.  He enjoys endurance sports and has completed the Boston, Virgina Beach (Shamrock), and Washington DC (Marine Corps) marathons. He played rugby at Dartmouth.

Lauren Forster, CPA

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Lauren Forster joined Homrich Berg in December 2019. Lauren is a financial planner working with high-net-worth individuals to achieve their financial goals. Lauren helps clients to be able to make better, more well-informed financial decisions. Lauren is versed in the areas of retirement and cash flow planning, asset allocation, estate planning, wealth transfer, and legacy planning.  Lauren spends time understanding client’s goals and objectives, analyzing their current situation, and providing observations, feedback, and education on areas for improvement.

Prior to joining HB, Lauren was a financial advisor for Cedar Rowe Partners. Before Cedar Rowe Partners, she spent seven years as a Wealth Planner at Wells Fargo Private Bank creating and implementing customized wealth plans for high-net-worth individuals and their families. Lauren also spent over two years as a senior tax accountant with Ernst & Young, LLP.

Lauren has her Bachelor’s and Master’s degrees in Accounting, with a specialization in taxation, from the University of Florida. Lauren holds her Certified Public Accountant license in Georgia.

Lauren enjoys a robust family life with her husband, Chad, and three children—Grant, Ben, and Isabelle.