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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.

Riley Groves

September 6, 2024 by

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

Before joining HB, Riley worked as an Analyst at Global Atlantic Financial Group, a private equity-owned insurance company. He was part of a private credit team that helped manage the firm’s $14 billion book of collateralized loan obligations. Riley specifically worked on liquidity management and financial reporting for the portfolio.

Riley graduated from Boston College’s Carroll School of Management with a B.S. in Finance and Marketing with a minor in History.

He currently lives in Buckhead and enjoys traveling, trying new restaurants, and spending time with family and friends.

Italy Gutierrez

September 6, 2024 by

Italy joined HB in July 2024 as an Operations Specialist. She works in the operations department, assisting the client service team with account setup and maintenance, reporting, and billing.

Before joining HB, she worked as a Data Specialist at a non-profit that focused on educating and assisting families in the state of Georgia about finding childcare.

Italy graduated from Kennesaw State University with a Bachelor of Science in Information Technology with a concentration of Data Analytics.

In her spare time, she enjoys reading, scrapbooking, and spending time with family.

Megan A. Cashman

September 6, 2024 by

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

Before joining HB, Megan worked for the Performing Arts Center at the University of Georgia for three years while attending college. In this position, she ensured all donors of the Center received top-notch service and a satisfactory experience.

Megan pursued two majors, Communication Studies and Sociology, at the University of Georgia, which she finished in less than four years and graduated Magna Cum Laude.
In her free time, Megan enjoys outdoor activities with her family, such as hiking and playing with their dog. She also spends her time reading books and watching heist movies.

Benjamin Van Zee

August 20, 2024 by

Ben joined Homrich Berg in June 2024 as an Associate within the Financial Planning team. He assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.
Before joining HB, Ben served as a Wealth Management and Investments intern at Eclipse Capital Management in St. Louis, MO.
Ben received his B.S.B.A. in Finance from Samford University.
He currently lives in Marietta and enjoys traveling, golfing, and spending time with friends and family.

Saul Rodriguez

August 20, 2024 by

Saul joined Homrich Berg in July 2024 as a Specialist, Client Services Operations. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Prior to joining HB, Saul was a Wealth Support Specialist at Truist Wealth where he worked directly with clients and supported the relationship management team. He also was a Universal Banker at some local Truist branches in Buckhead and Brookhaven.
Saul graduated from the University of North Dakota with a B.B.A. in Marketing.
He lives in Buckhead and enjoys spending his free time cooking and traveling with friends. His favorite destination is Mexico City.

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.

Emory Howell

July 15, 2024 by

Emory joined Homrich Berg in June 2024 as a Business Analyst. She works with the company’s CRM software and business processes.

She graduated from Georgia Tech with a degree in Business Administration concentrating in Information Technology Management and a certificate in Business Analytics. While in school, Emory was part of the Delta Air Lines Co-Op program for five semesters, working on various analytics teams across the company.

In her spare time, Emory plays beach volleyball, scuba dives, and loves to travel.

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.

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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

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About Us Expand

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Meet The Team Expand

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  • HB Family Office

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  • Fiduciary Fee-Only Financial Advisors
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Resources Expand

  • How To Select An Advisor
  • Insights and News
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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

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