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Barron's Top 100 RIA Firms 2022

Sarah Smith

December 9, 2022 by

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 is currently pursuing her Certified Financial Planner (CFP®) designation.

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®

December 9, 2022 by

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.

Ada Smedley

December 9, 2022 by

Ada joined Homrich Berg in 2022 after working with Oakbridge Partners since 2020. She has experience in education administration and earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Decatur and enjoys reading, swing dancing, and spending time with her family.

William Cohen, Esq., JD, LLM

December 9, 2022 by

Bill joined Homrich Berg in 2022 when Oakbridge Partners, one of Atlanta’s oldest independent wealth management firms, merged into HB. Bill had served as President of Oakbridge, was a member of the firm’s Investment Committee and served as its Chief Compliance Officer for eight years. He is a former attorney with substantial experience in the areas of Taxation, Estate Planning, Corporate Finance and Executive Compensation.

Before joining Oakbridge Partners, Bill was an Executive Officer in a firm that developed web-based platforms used by financial institutions to deliver executive compensation and charitable giving solutions to their clients. He also served as Financial Operations Officer (FINOP) of its affiliated Broker Dealer. Prior to that, Bill headed the transactional practice group of the Atlanta office of a national law firm and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years.

Bill received his Bachelor of Science degree and Juris Doctorate from Florida State University with honors and received his Master of Law in Taxation from the College of William and Mary’s Marshall-Wythe School of Law. He is a Member Emeritus of the Georgia Bar Association.

Bill and his wife, Suzy, belong to Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Brandon Downs, CFP®

December 9, 2022 by

Brandon has served in an advisory capacity to high-net-worth families, corporate executives, and business owners since the early 2000’s. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon received his Bachelor of Science in Business Administration with an Economics concentration from the University of Richmond, completed the Executive Program for Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked closely with senior lenders which led to his role as an analyst for the real estate lending team at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a public school-private school partnership designed to help eliminate the summer achievement gap for children from low-income households.

Brandon is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries around the world. He also enjoys travelling with his family, playing golf, and seeing live music.
Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Eric Toole, CFP®

December 9, 2022 by

Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Jennifer I. Storey, CFP®

December 9, 2022 by

Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as
a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment
Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

J.R. Hammonds-Swain

December 9, 2022 by

J.R. joined Homrich Berg in 2022 after working for Oakbridge Partners since 2009. She earned
a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family.

Rett Evans

December 9, 2022 by

Rett joined Homrich Berg in 2022 after working for Oakbridge Partners since 2020. She is a graduate of the University of Georgia’s Terry School of Business with a Bachelor’s degree in Economics. In 2019, she earned a Juris Doctor degree from the University of Georgia School of Law and became a member of the State Bar of Georgia. After graduating law school, she decided to use her legal education in a non-traditional way and pursue a career in financial planning and wealth management. Rett is currently studying to become a Certified Financial Planner (CFP®).

She grew up in Atlanta and lives in Ashford Park. In her spare time, she enjoys hiking, trying new restaurants, and spending time with friends & family.

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

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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
  • 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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