Kyle Harris, CFA

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Kyle joined Homrich Berg in May 2024 as a Portfolio Manager & Trader. He comes to HB with experience trading equities, options, bonds, and commodities.

Before joining HB, he most recently served as an Investment Operations Associate with Merit Financial Group. Prior to working with Merit, he worked as a Trade operations Analyst at The Intercontinental Exchange where he sat on the energy trading desk.

Kyle graduated from the University of Georgia with a B.B.A. in Economics. He is a member of the CFA Institute and CFA Society of Atlanta.

He lives in Sandy Springs with his fiancé and enjoys attending Atlanta/UGA sporting events, traveling, and spending time outdoors with family and friends.

Isaac Wheaton

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Isaac joined Homrich Berg in May 2024 as a Senior Specialist, IT Enablement. He has worked in IT for over 14 years in various roles within the higher education and small business fields, most recently at the University of North Georgia.

He received his B.S. in Information Technology from Indiana State University and an M.S. in Information Technology from Middle Georgia State University.

Isaac currently helps with his church’s media and music ministry by running sound, video, playing the keyboard, and drums. He and his wife live in Cumming, along with their cat and dog. Besides technology, in his free time, he enjoys photography, playing piano, cooking, and being in the great outdoors.

Kelly Ho

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

Before accepting a full-time position, Kelly was an intern at HB. Kelly graduated from The University of Georgia’s Terry College of Business with a BBA in Business Management, with a concentration in Logistics/Operations.

Kelly lives in Vinings with her cats, Otis, Myrtle, and Susie. She enjoys going to the beach, trying new restaurants, cooking fun recipes, and reading mystery books. During college football season, she is busy cheering for the UGA Bulldogs.

Andrew Page

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Andrew Page joined Homrich Berg in April 2024 as the Head of Corporate Development. In this role, he will work closely with the CEO and leadership team on firm-level strategic initiatives, including M&A opportunities that align with HB’s values and overall growth strategy.

Before joining HB, Andrew was a Director at Ancora where he advised the CEO on growth opportunities for the firm including mergers and acquisitions, joint ventures, capital raising opportunities, and new market entrances. Previously, Andrew was a member of Focus Financial Partners’ investment team where he identified, evaluated, and executed investment opportunities in the financial services sector. He began his career in investment banking with Colebrook Capital.

Andrew received a Bachelor of Science degree in Economics, with honors, from the Tobin School of Business at St. John’s University.

In his spare time, he enjoys traveling with his family, skiing, and spending time outdoors.

Marah Burns

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Marah joined Homrich Berg in March 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Marah obtained her B.S. in Economics with a minor in Spanish from Georgia Institute of Technology and was a dean’s list recipient.

She currently lives in Johns Creek and enjoys traveling, hiking, and learning new languages in her spare time. Marah also volunteers with Furkids Animal Shelter.

Lydia Knoll

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

Before joining HB, Lydia served as a Client Service Associate at Wealth Enhancement Group. She has experience in retirement planning services from her time at Cerity Partners.
Lydia received her B.S. in Economics with a minor in Peace, Justice & Conflict Studies from DePaul University.

She currently lives in Sandy Springs and enjoys traveling home to Minnesota to visit family and spending time with friends and her dog.

Lisa Chambers-Head

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Lisa joined Homrich Berg in April 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Lisa has over 18 years of combined retail and private wealth banking expertise. Before HB, she worked for 11 years at SunTrust Bank (now Truist) in various roles.

Lisa studied Business Management at DeVry Institute. She is a volunteer with Junior Achievement of Georgia.

She currently lives in Tucker with her husband and toddler, and she has three adult children. In her free time, she loves to experiment in the kitchen and travel.

Michael A. Woocher, CFP®, J.D.

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Michael A. Woocher joined Homrich Berg in April 2024 as a Principal and Chief Advisory Officer. In this role, he will lead the firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions. Michael will also stay directly connected to the client experience by advising a select group of HB Family Office client relationships.

Prior to joining HB, Michael was Managing Director at Bernstein Private Wealth Management from 2015-2024, leading its Atlanta office and serving as lead advisor for a small group of distinguished families. Michael was an executive and advisor at SunTrust Bank and GenSpring Family Offices, its ultra-high-net-worth family office affiliate, from 1997-2014, a tenure which included roles as President of GenSpring’s Buckhead Family Office and later as GenSpring’s Head of Client Development. Michael has been guiding wealthy families on investments, income and transfer tax planning, risk management, philanthropy and family engagement, governance, and communication for more than 25 years.

Michael graduated from Emory University with a Bachelor of Arts in Political Science. He received his Doctor of Law (J.D.) from the University of Georgia School of Law. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Michael is an active participant in the Atlanta community. He is a current Board Member and incoming Chair of the Endowment Committee of The Lovett School. He previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake. He is a member of the Atlanta Estate Planning Council and Fiduciary Section of the State Bar of Georgia.

Michael lives in Buckhead with his wife Katherine. They have four sons and a Golden Retriever named Herschel (Go Dawgs!). When not in the office, Michael enjoys time with his family as well as golf, fishing, cooking, and exploring small towns throughout the south.

 

Stephen Amason, CPA, CFP®

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Stephen joined Homrich Berg as an Associate in January 2024. He assists HB Principals in developing comprehensive financial strategies so that families can gain confidence in navigating their financial decisions.

Before joining Homrich Berg, Stephen worked at Frazier & Deeter, LLC in their audit practice. During his time there, he was in charge of overseeing audit engagements, guiding junior staff, and ensuring compliance with auditing standards and regulations. He would lead audit teams, perform complex audit procedures, and analyze financial data to identify discrepancies and irregularities. By building relationships with clients, he was able to provide recommendations for improving financial reporting processes and internal controls. Stephen also oversaw the preparation of audit reports, summarizing findings, conclusions, and recommendations.

Stephen graduated cum laude from Georgia College and State University with a B.B.A. in accounting and is a  CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of Atlanta Westside Presbyterian Church and an active supporter of Cru (formerly Campus Crusade for Christ).

He currently lives in Morningside with his wife and enjoys traveling, the Georgia Bulldogs, and spending time with family and friends.

Garrett Owen, CPA, CFP®

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Garrett joined Homrich Berg as an Associate within the Financial Planning team in January 2024. He helps families gain confidence in navigating their financial decisions by assisting in developing their comprehensive financial and investment strategies.

Before joining HB, Garrett worked for two years with Grant Thornton LLP in Atlanta. During his public accounting career, he served corporations by calculating and consulting them on their tax expenses and liabilities.

Garrett received his Master of Professional Accountancy from Georgia State University and graduated from Georgia College & State University with a B.S. in accounting. He is a member of The American Institute of Certified Public Accountants and is a CERTIFIED FINANCIAL PLANNER™ professional.

An active member of the community, Garrett serves as a youth volunteer leader at his church, Trinity Westside. He and his wife actively participate in nonprofit organizations such as the Westside Future Fund.

Garrett currently lives around the upper west side of Atlanta with his wife. He enjoys outdoor activities (e.g., hiking, fishing, camping), watching and playing sports (specifically the Georgia Bulldogs), and spending time with family and friends.

Lauren Baccari, CFP®

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Lauren joined Homrich Berg as an Associate in January 2024 as part of the Financial Planning team. She is responsible for developing comprehensive financial and investment strategies for clients.

Before joining HB, Lauren was an Associate Financial Planner with an independent financial planning firm in Atlanta, where she developed comprehensive financial plans for clients.

Lauren graduated from Berry College with a Bachelor of Science in Finance and a minor in Economics. She also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2024. Lauren is a CERTIFIED FINANCIAL PLANNER™ professional.

Lauren currently lives in Vinings and enjoys traveling, cooking, playing pickleball, and going on walks while listening to a good podcast.

Zach Pearson

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Zach joined Homrich Berg as an Associate in January 2024 working with our team in Augusta, GA. In his current role, he is a client-facing advisor assisting HB Principals in developing comprehensive financial strategies and building long-term relationships as they look to achieve their financial goals.

Before joining HB, Zach worked with the lawyer rankings company, Best Lawyers. In his 10 years with the company, he oversaw areas ranging from account-based marketing communications to strategic partnerships across the world.

Zach received his B.S. in Business Economics from the University of South Florida.
He currently lives in North Augusta, SC with his wife and young family where he enjoys playing music and spending time with family and friends.