Abbey Flaum, J.D., LL.M.

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Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office division, Abbey serves as our Family Wealth Strategist applying the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.

As a Shareholder in her previous firm, Abbey earned many awards for her work, but she takes the most pride in her ability to uniquely engage with her clients, listen to and empathize with their individual needs, and translate discussions into a meaningful plan that is representative of her clients’ personal wishes, family and tax-oriented goals and best interests.

Abbey enjoys educating others about topics relevant to their lives, and both writes and lectures on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, planning for aging and longevity, planning for modern family structures and the interplay of family law and estate planning.

A native New Yorker, Abbey holds a Bachelor of Arts, Summa Cum Laude, from Arizona State University, a Juris Doctorate (J.D.) from the University of Miami School of Law, and a Masters of Law (LL.M.) in Taxation, with honors, from the University of Alabama School of Law. Abbey is a member of the American, Georgia and Atlanta Bar Associations. She is also a member of the Atlanta Estate Planning Council, for which she served as a Board Member, chairs the Children’s Healthcare of Atlanta Legacy Advisor Council, co-chairs the Advisory Council for Jewish Home Life Communities, and serves on the Planned Giving Committee for Pace Academy and on the Board of the Jewish Federation of Greater Atlanta.

Abbey lives in Buckhead with her son, Jack, daughter, Ryan, and love of her life, Matt.

Isaac Bradley, J.D., CPA, CFP®

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Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.

Prior to joining Homrich Berg, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.

Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present) and also holds the Certified Public Accountant designation. Isaac is a CERTIFIED FINANCIAL PLANNER™ professional.

Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.

Demi Olatunbosun, CFP®

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Demi joined Homrich Berg in October 2022 after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.

Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

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

Travis McKinney

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Travis joined Homrich Berg as Chief Compliance Officer in 2022 and has worked in Wealth Management since 2005. Prior to joining Homrich Berg, he served as Chief Compliance Officer for Gratus Capital. He is responsible for the compliance program and all regulatory compliance matters for the firm.

Travis holds a BS degree in Finance from the University of Tennessee and lives in southwest Atlanta with his dog, Charlie. In his spare time, he enjoys playing tennis, world travel, running and long Beltline walks with Charlie.

Sarah Smith, CFP®

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Sarah joined Homrich Berg in 2022 after working for Oakbridge Partners since 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah completed the University of Georgia’s Terry College of Business CFP® Certification Program and obtained her CERTIFIED FINANCIAL PLANNER™ certification in the summer of 2023.

In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.

Sean Lennox, CFP®, ChFC®

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Sean joined Homrich Berg in 2022 after working with Oakbridge Partners since 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. He received his Bachelor’s of Science in Psychology from Davidson College and his MBA from Queens  University of Charlotte.

A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently plays for an adult league team in Atlanta. He and his wife Claire live in Decatur, GA with their two children and black lab.

Kathryn Parks

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Kathryn joined Homrich Berg in June 2022. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia College and State University with a Bachelor’s degree in Business Management.

In her free time, she enjoys cooking, being outside, traveling to new places, and photography.

Brian Sipple, CFP®

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Brian joined HB in June of 2022. Prior to HB, he graduated from Virginia Tech with a Bachelor’s degree in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in June 2024.

In his free time, he enjoys golfing, hiking, going to concerts, and watching Virginia Tech football.

Brian Szabela

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Brian joined Homrich Berg in June of 2022 after over 7 years in sales process improvement and CRM consulting. He graduated from Georgia Tech in 2014 with a degree in Industrial and Systems Engineering with a concentration in Economic & Financial Systems.

Brian serves as the Business Process Manager and the Product Owner of CRM. He is focused on standardizing and optimizing the firm’s business processes and developing custom solutions in CRM to serve our clients more efficiently. He works closely with all teams in the organization, acting as an internal consultant.

In his spare time, Brian enjoys playing sports (golf, basketball, soccer, disc golf, and tennis, to name a few), practicing CrossFit, and DIY home improvement projects. If you ever need to borrow a tool, he’s your guy.

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Chantelle Calhoun

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Chantelle joined Homrich Berg in June 2022. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia State University with a Bachelor’s in Business Administration.

In her free time she enjoys spending time with her son and watching Pittsburgh Steelers football.

Cindy Wilson, CFP®

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Cindy joined Homrich Berg as a Director in June 2022. In this role, she provides investment strategy and financial planning services to individuals and families aiming to optimize their wealth accumulation and preservation. Cindy also navigates complex financial landscapes, offering advice on investments, tax planning, and estate management to help clients achieve their financial goals. In addition to serving clients, Cindy is the current President and Founding Member of the Homrich Berg Toastmasters Club, the current President of the HB Women’s Leadership Network, and a member of the HB DEI committee.

Before HB, Cindy spent nearly 15 years with Wealth Enhancement Group/JOYN. She started her career with RBC Dain Rauscher in 2004.

Cindy earned her Bachelor’s degree from the University of Southern California and an MBA with a Finance emphasis from Pepperdine University. In 2012 she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Since starting as an advisor, she has also been awarded the Five Star Professional award five times.

Outside of work, Cindy can be found with her husband, two dogs, four kids, and two grandchildren usually on some type of court or field.  Even with a busy work and family life, she has found time to volunteer as a soccer coach, Girl Scout leader, and member of the PTO. When sports aren’t in full swing, Cindy likes to travel and tackle the occasional home improvement project (preferably one that requires power tools).

Garrett Liebe, CFP®

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Garrett joined Homrich Berg in May of 2022. Prior to HB, he worked for a Healthcare Tech Company, Phreesia. He earned his Bachelor of Arts from Sewanee: The University of the South, where he majored in Political Science and received minors in Business and Economics. Garrett is a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys golf, pickleball, and grilling out with family and friends in his free time.