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Todd Reinhardt

May 2, 2025 by

Todd joined Homrich Berg in March 2025 as an Associate with the Financial Planning team. He assists in developing and implementing tailored investment strategies and financial plans for clients.

Before joining HB, Todd worked as an Associate Vice President at Preferred Capital Securities with a focus on alternative investments.

Todd earned his Bachelor’s degree in Finance with a minor in Sports Management from the University of Georgia.

Keaton Roberson

May 2, 2025 by

Keaton joined Homrich Berg as an Associate in March 2025. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Prior to joining HB, Keaton spent several years in corporate finance, including roles at leading retailers such as The Home Depot and Harbor Freight Tools. He graduated cum laude from Georgia Southern University with a Bachelor of Business Administration in Finance.

Keaton resides in Reynoldstown. In his spare time, he enjoys traveling, spending time with friends and family, staying active through golf and pickleball, and cheering on the Georgia Southern Eagles football team.

Ian Davis

March 14, 2025 by

Ian joined Homrich Berg in February 2025 as an Associate with the Financial Planning team. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Before joining HB, Ian worked as a Financial Professional at Piedmont Wealth Partners, a boutique wealth management firm in Atlanta, GA. He worked alongside the Director of Financial Planning and Senior Wealth Advisor to curate and implement holistic financial plans, inclusive of investment allocation and private alternative opportunities.

Ian earned his Bachelor’s degree in History with a minor in Chinese Language & Culture from Georgia State University.

He currently lives in Smyrna, GA, where he enjoys spending time with his wife and friends. He is also an avid golfer and enjoys traveling.

Alex Keiss

February 25, 2025 by

Alex joined Homrich Berg in January 2025. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.

Before joining HB, Alex worked as a Financial Planning Associate with Chamberlain Financial Advisors, a small RIA in Decatur, GA. He worked alongside the principal advisor, developing financial plans for clients and assisting in client service and communication.

Alex earned his Bachelor’s degree in Financial Planning from the University of Georgia. He passed the CFP® exam in November 2024 and is currently working on the experience hours to complete the designation.

In his free time, Alex enjoys playing guitar, spending time with family and friends, running, reading, and cheering on the Atlanta Falcons.

Cambria Russell, CRPC®

February 25, 2025 by

Cambria joined Homrich Berg as an Associate in January 2025. She assists in developing comprehensive financial and investment strategies for families and individuals.

Before joining HB, Cambria served as client service manager for CIBC Family Office, where she provided comprehensive client service and account administration for high-net-worth individuals, families, and foundations. Additionally, she was a practice manager at Lincoln Financial Advisor’s, where she supported a team of five financial planners, managed business operations, and completed client financial planning analysis. Prior to her time at Lincoln, she served as a client service coordinator at Ameriprise Advisory.

Cambria earned a Bachelor’s degree in Music Business Management from Berklee College of Music and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.

In her spare time during the winter season, Cambria is an avid snowboarder. She also enjoys attending local live music performances.

Nate Wilinski, CFP®

December 6, 2024 by

Nate joined Homrich Berg in December 2024 as a Senior Associate. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients.

Prior to joining HB, he worked as a Financial Advisor for another Atlanta-based firm, where he focused on delivering comprehensive financial planning and tax-advantaged savings strategies.

He is a graduate of Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020 and continues to look for more opportunities to further his education.

When Nate is not working with clients or studying financial strategies, he enjoys spending time with his friends and family, hiking throughout the Southeast, and sampling some of Atlanta’s renowned local breweries.

Benjamin DePalmo

October 28, 2024 by

Benjamin joined Homrich Berg in September 2024 as a Senior Associate in the HB Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.

He enjoys traveling, playing the guitar, and spending time with family and friends.

Riley Groves

September 6, 2024 by

Riley joined Homrich Berg in July 2024 as an Associate within the Financial Planning team. He assists in developing comprehensive financial and investment strategies so families can gain confidence in navigating their financial decisions.

Before joining HB, Riley worked as an Analyst at Global Atlantic Financial Group, a private equity-owned insurance company. He was part of a private credit team that helped manage the firm’s $14 billion book of collateralized loan obligations. Riley specifically worked on liquidity management and financial reporting for the portfolio.

Riley graduated from Boston College’s Carroll School of Management with a B.S. in Finance and Marketing with a minor in History.

He currently lives in Buckhead and enjoys traveling, trying new restaurants, and spending time with family and friends.

Benjamin Van Zee

August 20, 2024 by

Ben joined Homrich Berg in June 2024 as an Associate within the Financial Planning team. He assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.
Before joining HB, Ben served as a Wealth Management and Investments intern at Eclipse Capital Management in St. Louis, MO.
Ben received his B.S.B.A. in Finance from Samford University.
He currently lives in Marietta and enjoys traveling, golfing, and spending time with friends and family.

Nzube Anunobi

July 15, 2024 by

Nzube joined Homrich Berg as an Associate within the Financial Planning team in June 2024. In this role, he contributes significantly to formulating comprehensive financial plans, conducting projection analysis, facilitating estate planning, performing tax reviews, and devising investment strategies to support the wealth management goals of HB clients.

Before transitioning to a full-time role at HB, Nzube was part of HB’s 2023 summer internship program. Additionally, he worked part-time during his final two semesters of college, accruing a year’s worth of hands-on experience.

Nzube received his B.B.A. in Finance from Georgia State University’s Honors Track. During his undergrad, he actively participated in multiple organizations amongst Georgia State University’s chapter of the National Society of Black Engineers (NSBE) where he held a board seat as Treasurer.

He currently lives in Buckhead and enjoys traveling, playing soccer, and spending time with family and friends.

Garrett Mashburn

July 15, 2024 by

Garrett joined Homrich Berg as an Associate in June 2024. He works alongside HB advisors to support clients with their financial strategies.

Before joining HB, Garrett interned with Twickenham Advisors in Huntsville, AL with their Wealth Management division.

Garrett received his B.S. in Business Administration, majoring in Finance from Auburn University.

He enjoys spending time with family and friends. Growing up as an athlete, he now loves keeping up with stats, news, and the inner workings of professional and college sports—specifically the Boston Celtics and Red Sox, and all Auburn sports. He loves to run and workout as well.

Lydia Knoll

April 18, 2024 by

Lydia joined Homrich Berg as an Associate within the Financial Planning team in April 2024. She assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.

Before joining HB, Lydia served as a Client Service Associate at Wealth Enhancement Group. She has experience in retirement planning services from her time at Cerity Partners.
Lydia received her B.S. in Economics with a minor in Peace, Justice & Conflict Studies from DePaul University.

She currently lives in Sandy Springs and enjoys traveling home to Minnesota to visit family and spending time with friends and her dog.

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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
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  • Clients
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  • Community
  • Awards
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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
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  • Deep Expertise
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Resources
  • How To Select An Advisor
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