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Stephanie Warner

…in Communications from Georgia College & State University. Stephanie is an Atlanta native and lives with her three children and dog Rosie. In her free time, she enjoys traveling, cooking,…

Lisa Chambers-Head

…is a volunteer with Junior Achievement of Georgia. She currently lives in Tucker with her husband and toddler, and she has three adult children. In her free time, she loves…

Isaac Wheaton

…and his wife live in Cumming, along with their cat and dog. Besides technology, in his free time, he enjoys photography, playing piano, cooking, and being in the great outdoors….

Grayson Turnbull

…the Atlanta Braves. Grayson received his B.A. in Business Management from Kennesaw State University. He lives in Decatur and in his free time enjoys BBQing and watching football and baseball….

Blythe Moore

…movement, account paperwork, and meeting preparations. Before accepting a full-time position at HB, Blythe was part of HB’s summer internship program. Prior to that, she had an accounting internship. Blythe…

Saul Rodriguez

…Banker at some local Truist branches in Buckhead and Brookhaven. Saul graduated from the University of North Dakota with a B.B.A. in Marketing. He lives in Buckhead and enjoys spending…

Megan A. Cashman

…she ensured all donors of the Center received top-notch service and a satisfactory experience. Megan pursued two majors, Communication Studies and Sociology, at the University of Georgia, which she finished…

Hannah L. Mullins

…and employee onboarding, payroll and benefits, employee relations, and HRIS administration. Hannah received a Bachelor of Science degree in Psychology from Georgia Southern University. She enjoys walking and training her…

Homrich Berg Assets Under Management Rise Over $3 Billion Mark

added new clients who experienced recent liquidity events with their companies and sought a comprehensive solution for both investments and financial planning. High net worth families who want the complex…

Homrich Berg Acquires $1.5B RIA Oakbridge Partners

…$1.5 billion RIA based in Buckhead. When the deal closes, the combined assets under management are expected to be over $13 billion, building on HB’s position as the largest fee-only…

Lauren Baccari

Lauren joined Homrich Berg as an Associate in January 2024 as part of the Financial Planning team. She is responsible for developing comprehensive financial and investment strategies for clients. Before…

Homrich Berg Appoints New Principals

…futures, and private equity. He also served as a member of Heartland Advisors RIA Advisory Council for three years. Ross earned his bachelor’s degree and master’s in accounting from Brigham…