Edwin Martin, CFP®

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Edwin joined Homrich Berg in May 2021 after working for six years at another Atlanta-based advisor. Before working in wealth management, he served in the United States Marines Corps, and most recently as an Infantry Squad Leader.

He attended the University of North Georgia, where he graduated with a Bachelor of Business Administration with a concentration in Finance. Edwin successfully completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2019 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Edwin lives in Alpharetta with his wife, Amanda. In his spare time, he enjoys watching UGA football, traveling, and spending time with friends and family.

Sammy J. Grant, J.D., CPA, CFP®, CLU

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Sammy Grant began his career in wealth management, first joining Homrich Berg in 2002 from Arthur Andersen’s Private Client Services group.  Sammy is an attorney, CPA, CERTIFIED FINANCIAL PLANNER™ professional, licensed real estate salesperson and Chartered Life Underwriter.  He brings a wealth of educational and professional experience to the high net worth individual and families he serves working in a collaborative way to integrate all aspects of their financial needs and goals.

Sammy went on to form SG Financial Advisors before reuniting with his HB peers in a merger in early 2021.  SG, a fee-only wealth management firm based in Sandy Springs, GA, was recognized twice as one of the fastest growing companies owned by a University of Georgia alumni.

Sammy graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Accounting before continuing his educational journey as a Double Dawg at the University of Georgia School of Law. He was named a 40 Under 40 Up & Comer in 2007 by the Atlanta Business Chronicle. He’s a member of the 2023 Leadership Atlanta class and also a graduate of the Wexner Heritage Program and Leadership Sandy Springs. A native Atlantan, Sammy is an active contributor to the local non-profit community and is the immediate past the Chair of the Board of the Marcus Jewish Community Center of Atlanta.

In his free time, Sammy rarely sits still.  He has completed multiple Ironman triathlons, is an avid cyclist and always saves room for dessert.  He lives in Sandy Springs and enjoys hiking with his wife Tracey and their three children.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Teri Schanen

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Teri joined HB in January of 2021. Prior to HB she worked at SG Financial as the Client Service Administrator. Teri received her Associates degree from Kansas University and has supported executives and clients across various industries for over 15 years.

Teri and her husband have lived in the Atlanta area for the past 25 years with their three daughters. She now enjoys time with her children and three grandchildren, as well as following her youngest daughter’s golf career.