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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.

Harrison Wiger, CFP®

December 9, 2022 by

Harrison joined Homrich Berg full-time in June 2022 after completing an internship with the firm in 2021. He is part of a team that provides comprehensive wealth management services to working professionals, corporate executives, entrepreneurs, and retirees. Harrison also leads the HB property and casualty insurance planning team where he assists HB advisors and clients on nuanced questions on the topic.

He graduated Magna Cum Laude from Virginia Tech with a Bachelor of Business Administration in Finance with a focus in Financial Planning. To serve clients more effectively, Harrison became a CERTIFIED FINANCIAL PLANNER™ professional in May 2024.

When Harrison is not helping clients navigate their financial lives, he enjoys cooking, skiing, golfing, playing pickleball, and cheering on the Virginia Tech Hokies football team.

Lauren Mason

December 9, 2022 by

Lauren joined Homrich Berg in June 2022. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Graduated from Georgia College and State University May 2022 with a Bachelor’s degree in Marketing and a concentration in Logistics.

In her free time, she enjoys spending time with family and friends, painting, hiking, and watching documentaries.

Michael Fernandez

December 9, 2022 by

Michael joined Homrich Berg in May 2022 and is currently an Associate, working alongside advisors to support clients with their financial strategies. Prior to this role, he was a Senior Specialist within the Client Service Operations department, working with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Michael graduated from Mercy University with a Bachelor’s degree in Organizational Management. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2025.

Michael was born and raised in The Bronx, New York. In his free time, he appreciates traveling, experiencing food, and adventures from different parts of the world with family and friends.

Mitchell Phillips, CFP®

December 9, 2022 by

Mitchell joined Homrich Berg in 2022. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients. Mitchell began his career in financial services at Truist Wealth in Charlotte, NC, and later moved back to his hometown to join Atlanta Financial Associates, an independent RIA. A passion for the fee-only model of client service led him to join HB.

Mitchell has over six years of experience providing guidance in investment allocation and strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.

Mitchell is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a B.B.A. in Finance from the University of Georgia Terry College of Business.

In his free time, Mitchell enjoys playing golf, listening to music decades older than himself, spending time at the lake, and watching the Georgia Bulldogs play football. He resides in Dunwoody, Georgia.

Emily Smith

December 9, 2022 by

Emily joined Homrich Berg in July 2022. She works with the HB Family Office client service teams to assist with bill pay and concierge services for ultra-high-net-worth clients. She graduated from Reinhardt University with a Bachelor’s degree in Business Administration.

In her free time, she enjoys hiking, camping, and live music.

Gavron Campbell, CFP®

December 9, 2022 by

Gavron joined Homrich Berg in July 2022 and is currently a Senior Associate in the HB Family Office practice. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB internal retirement planning team where she assists HB advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER™ certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.

Jeannie Heerlein

December 9, 2022 by

Jeannie joined Homrich Berg in July 2022. She received her Bachelor’s degree in Financial Planning with minor in Consumer Economics and received her Master’s in Financial Planning from the University of Georgia. She is currently working towards her CFP certification.

In her spare time, she enjoys hiking with her dog Bean, going to UGA football games, and traveling.

Sarron Hazqiyal

December 9, 2022 by

Sarron was born and raised in Atlanta, GA. She attended Georgia State University and graduated in 2017 with a Bachelor’s degree in Public Relations and a minor in Hospitality Administration. Prior to joining the team, Sarron worked at JP Morgan Chase in retail banking as a Lead Associate of Operations. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

In her spare time, Sarron likes to spend time watching movies, walking trails with her husband and two dogs, reading, and spending time with her family.

Ana Stella, CFP®

December 9, 2022 by

Ana joined Homrich Berg in March 2022 and is currently an Associate who supports advisors with financial strategies. Before this role,  she was a Specialist in Client Service Operations working with the Client Service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia Gwinnett College in 2016 with a bachelor’s in Political Science. Ana is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, she enjoys reading, spending time with family and friends, and exercising.

Sarah Hipp Hauptman

December 9, 2022 by

Sarah Hauptman is a Director of Real Estate at Homrich Berg. Most recently, she was Senior Vice President at Iron Tree Capital Partners in Atlanta, GA, where she managed a portfolio of industrial properties and worked on new business initiatives.  Prior to that, she was a Vice President at Banner Oak Capital Partners in Dallas, TX, where she oversaw the expansion of investments with new operating partners across all commercial real estate asset classes. Previously, Sarah was Director of Investment Management at Compatriot Capital, focusing on originating and managing investments in best-in-class real estate operating companies. Earlier in her career, she worked at E2M Partners, a real estate fund manager that provided JV limited partner equity for single-asset investments.

Sarah graduated Summa Cum Laude with a B.A. from Georgetown University with a major in both Economics and Mathematics.

Tavon Caldwell

December 9, 2022 by

Tavon joined HB in March of 2022. He works in the operations department assisting with money movement and account paperwork. Prior to joining HB, he spent time in the financial services industry at Mitsubishi UFJ Trust Banking and Corporation. He graduated from Montclair State University with a Bachelor of Science in Business Administration.

In his spare time, he enjoys traveling, going to sporting events and keeping up with new technology. Tavon is a member of the Gamma Iota Chapter of Iota Phi Theta Fraternity Inc. and enjoys serving the community.

Fitz Smoak, CFA, CAIA

December 9, 2022 by

Fitz joined Homrich Berg in February 2022 and is currently a Senior Investment Analyst. He specializes in underwriting and monitoring the firm’s investments in private equity and private debt funds. He also works closely with the HB Family Office to underwrite direct private investments in debt and equity.

Before HB, Fitz worked in the Analytics division of Nasdaq covering hedge funds. He is both a CFA and CAIA charterholder and a member of the CFA Society and CAIA Chapter of Atlanta. He graduated from Georgia Southern University with a degree in Finance and a minor in Economics.

Fitz grew up in Brookhaven and now lives in Buckhead. In his free time, he enjoys fly fishing and golf.

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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
  • 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
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