Gene Brooks, CFP®
Gene is a Principal and Team Lead in the firm’s HB Family Office group. He has 11 years of experience serving high-net-worth individuals, families, and foundations, 10 of which have…
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Jennifer Bachelor, CFP®
Jennifer is an experienced Senior Associate at Homrich Berg who began her career in 1999 at G.W. Henssler & Associates, an independent wealth management firm in Atlanta where she earned…
Steve Sullivan
Steve joined Homrich Berg in 2016 and is responsible for implementing growth strategies including channel and business development. His industry knowledge combined with over two decades of management consulting experience…
Mike Stanford
Mike joined Homrich Berg in 2009 and serves as a Director. In addition to developing client relationships, Mike serves as a member of the firm’s Investment Committee, focusing on tactical…
Jeff Rosengarten, CFP®
Jeff joined Homrich Berg in 2011 after interning with the firm. Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED…
Patrick McGonigle, CFP®, MPAS®
Patrick joined Homrich Berg in 2014 and is a Principal of the firm, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning….
Mike Landsberg, CPA, CFP®, CPWA, PFS
Mike joined Homrich Berg in early 2013. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL. Mike received his B.A. in Accountancy from the…
Dave Kochamba, CFP®
Dave joined Homrich Berg in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Principal of…
Ford Donohue, CFA
Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities. Ford is the President and a Portfolio Manager of…
Tana Gildea, CFP®, CPA, CCFS, CDFA®
Tana Gildea is a Principal who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know…
Frank Waterson, CFP®
Frank has spent his entire career working with wealthy individuals, families, and foundations. Frank leads a team at Homrich Berg serving as the family CFO for select clients throughout the…
Lee Van Leuvan, CFP®
Lee joined Homrich Berg in the Spring of 2013. Prior to joining HB, Lee was the President of LVL Financial, a financial planning and advisory firm formed in 1993. Lee…