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Rory Glatt, CFP®

July 26, 2023 by

Rory joined Homrich Berg in July 2023 and is currently a Senior Associate. Before joining HB, he spent two years with an independent financial planning firm in Woodstock, GA.

Rory earned his B.S. from Berry College as a Gate of Opportunity Scholar, where he also played collegiate tennis. In 2022, he completed the Executive Program for Financial Planning at UGA’s Terry College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Rory lives near the Marietta Square with his wife, Breelan, and their golden retriever, Breaux. Outside of work, he enjoys tennis, training for triathlons, and time with friends and family.

Dhruv Patel

July 26, 2023 by

Dhruv joined Homrich Berg as an Associate in July 2023 after an internship with HB in 2022.

He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.

Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.

Kate Edmunds

July 26, 2023 by

Kate joined Homrich Berg as an Associate within the HB Family Office practice in July 2023 after an internship with HB in 2022.

She graduated with a B.B.A. in Finance from the University of Georgia Terry College of Business in 2023.

Kate currently lives in Cumming. In her free time, she enjoys spending time with friends and family, traveling, and cheering on the Georgia Bulldogs.

Courtney Stephens

July 26, 2023 by

Courtney joined Homrich Berg in July 2023. She works with the client service teams within the HB Family Office practice. She assists with money movement, account paperwork, and meeting preparations.

Prior to working at HB, Courtney was a Client Service Associate at Haber Investment Counsel, which was acquired by New Republic Partners, servicing HNW families and their custodial needs. She was also a former Client Service Associate at RFP Financial working with clients and assisting with administrative tasks. She graduated from the University of Georgia in 2020 with a B.S. in Financial Planning.

Courtney currently lives in West Midtown with her boyfriend and two cats. She enjoys reading, spending time with friends, and walking the beltline.

Nik Malachowski

June 14, 2023 by

Nik Malachowski is a Performance Reporting Specialist in the Investment Operations Department. He joined Homrich Berg in 2023 and works in alternative investment management helping the team ensure accurate reporting of our client accounts.

Prior to joining HB, he worked in the mortgage industry for three years where he managed and led a team of underwriters.

Nik graduated from the College of Brockport in 2020 with a Bachelor of Science, majoring in Finance and Economics with a concentration in Investments.

He currently lives in Lawrenceville and enjoys traveling, attending sporting events, being outdoors, and spending time with family and friends.

Rachel Engwall

June 2, 2023 by

Rachel joined Homrich Berg in May 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.

Prior to joining HB, she was a teacher for six years. Rachel received her Bachelors in Elementary Education from Georgia State University. She has been a coach for Girls on the Run.

Rachel currently lives in Decatur, GA and enjoys walking the Beltline with her dog, trying new restaurants, and going line dancing with friends.

Rochelle Glover-Jones

June 2, 2023 by

Rochelle joined Homrich Berg in April 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.

Prior to joining HB, she assisted two brokers as their executive account manager managing anywhere between 50-80 group clients. Prior to serving as an account manager, Rochelle managed restaurants for almost eight years assisting opening new locations and corporate training for employees and management.
Rochelle is an active member of Alpha Kappa Alpha Sorority Incorporated. While in undergrad, she served on multiple boards and helped organize community service events. She received her Bachelor of Science in Psychology from Kennesaw State University.

She currently lives in Duluth, GA with her husband and enjoys traveling, cooking, music, and spending time with family and friends.

Bryan Kamau, CFP®

April 19, 2023 by

Bryan joined Homrich Berg in April 2023 as a Senior Associate on the Financial Planning team.

Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.

He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.

Sumayyah Wiggins

April 19, 2023 by

Sumayyah joined Homrich Berg’s Family Office practice in February 2023. Prior to joining HB, she worked in the mortgage industry. She is experienced with serving clients with the upmost care and quality. Sumayyah earned her BA in Psychology with a minor in Economics from Cal Poly Humboldt in 2016. She went on to obtain her MBA from Sacramento State University in 2021.

In her spare time she enjoys watching movies, spending time with family and friends, and trying new restaurants.

Danny Reagan

April 14, 2023 by

Danny joined Homrich Berg in January 2023 and is currently a Senior Risk and Compliance Analyst. He assists the Chief Risk Officer and Chief Compliance Officer in interpreting and applying risk compliance policies and procedures while supporting the existing program.

Prior to joining HB, Danny completed several internships while attending The University of Georgia in roles such as an underwriter and purchase analyst intern. Within these roles, Danny helped build out new internal company systems and strengthen company organization.

He was recognized in 2019–2022 as an All Georgia Scholar while attending the University of Georgia, which is awarded to six academically proven students every year matriculating to UGA from rural parts of Georgia. Danny has also been recognized in several articles from the University of Georgia and the Terry College of Business from 2022-2023.

Danny received his B.B.A. in Risk Management and a certificate in Entrepreneurship from the University of Georgia Terry College of Business. Danny currently serves in the UGA mentor program offering guidance and support to students currently attending the University of Georgia.

Danny currently lives in Buckhead and enjoys traveling, concerts, and golfing.

Nick Brink, CFP®

April 14, 2023 by

Nick joined Homrich Berg in January 2023 as an Associate, bringing with him valuable experience as an Operations Analyst at another firm in the Atlanta area. As a CERTIFIED FINANCIAL PLANNER™, Nick is dedicated to helping clients craft personalized financial plans and guide them through the execution of their long-term goals.

Nick earned his Bachelor’s degree in Business Administration from the University of Tennessee, Knoxville in 2019 and completed the University of Georgia – Terry College of Business – Executive Program in Financial Planning in 2022.

A native of Atlanta, Nick enjoys spending his free time running, exploring the outdoors, and spending time with family and friends.

Katherine Jaynes

December 9, 2022 by

Katherine joined Homrich Berg in June 2022 and is a Senior Specialist within Client Service Operations. She works with the family office client service teams to assist with money movement, account paperwork, and meeting preparations.

She graduated from Georgia College with a Bachelor’s of Arts in Sociology and a minor in Criminal Justice.

In her free time, likes to play tennis, hang out with family and friends, travel, and watch Georgia Football.

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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
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Meet the Team
  • Principals / Directors
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  • Service Levels and Costs
  • Financial Planning Services
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  • Foundations and Nonprofits
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Client Experience
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