Stephen joined Homrich Berg as an Associate in January 2024. He assists HB Principals in developing comprehensive financial strategies so that families can gain confidence in navigating their financial decisions.

Before joining Homrich Berg, Stephen worked at Frazier & Deeter, LLC in their audit practice. During his time there, he was in charge of overseeing audit engagements, guiding junior staff, and ensuring compliance with auditing standards and regulations. He would lead audit teams, perform complex audit procedures, and analyze financial data to identify discrepancies and irregularities. By building relationships with clients, he was able to provide recommendations for improving financial reporting processes and internal controls. Stephen also oversaw the preparation of audit reports, summarizing findings, conclusions, and recommendations.

Stephen graduated cum laude from Georgia College and State University with a B.B.A. in accounting and is a  CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of Atlanta Westside Presbyterian Church and an active supporter of Cru (formerly Campus Crusade for Christ).

He currently lives in Morningside with his wife and enjoys traveling, the Georgia Bulldogs, and spending time with family and friends.

Garrett joined Homrich Berg as an Associate within the Financial Planning team in January 2024. He helps families gain confidence in navigating their financial decisions by assisting in developing their comprehensive financial and investment strategies.

Before joining HB, Garrett worked for two years with Grant Thornton LLP in Atlanta. During his public accounting career, he served corporations by calculating and consulting them on their tax expenses and liabilities.

Garrett received his Master of Professional Accountancy from Georgia State University and graduated from Georgia College & State University with a B.S. in accounting. He is a member of The American Institute of Certified Public Accountants and is a CERTIFIED FINANCIAL PLANNER™ professional.

An active member of the community, Garrett serves as a youth volunteer leader at his church, Trinity Westside. He and his wife actively participate in nonprofit organizations such as the Westside Future Fund.

Garrett currently lives around the upper west side of Atlanta with his wife. He enjoys outdoor activities (e.g., hiking, fishing, camping), watching and playing sports (specifically the Georgia Bulldogs), and spending time with family and friends.

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 joining HB, Lauren was an Associate Financial Planner with an independent financial planning firm in Atlanta, where she developed comprehensive financial plans for clients.

Lauren graduated from Berry College with a Bachelor of Science in Finance and a minor in Economics. She also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2024. Lauren is a CERTIFIED FINANCIAL PLANNER™ professional.

Lauren currently lives in Vinings and enjoys traveling, cooking, playing pickleball, and going on walks while listening to a good podcast.

Charlie joined Homrich Berg as an Associate in September 2023. He assists in developing comprehensive financial plans tailored to each client’s needs, while developing investment strategies so that families can gain confidence in navigating their financial decisions.

Prior to joining HB, Charlie was a Private Wealth Management Intern for Chicago Partners Wealth Advisors.

Charlie graduated from Villanova University with his B.A. in Economics and his MBA in Finance in May 2023. He also was a student-athlete during his 4 ½ years, having the great opportunity to play Football at Villanova. He is currently studying for the CERTIFIED FINANCIAL PLANNER® exam and taking classes at the Terry College of Business at the University of Georgia.

He currently lives in Brookhaven, just outside HB’s headquarters in Buckhead. You can find Charlie on the golf course, traveling, enjoying family and friends, and being an avid Chicago sports fan in his free time.

Solomon joined Homrich Berg as an Associate within the Financial Planning team in July 2023. Prior to HB, he was a Client Relationship Associate for Vanguard in their investment services team. His main responsibilities were communicating with clients about investment subjects and products, assisting in placing transactions and giving quotes, as well as answering any client’s questions regarding their investments.

He graduated from La Salle University in May 2022. Solomon currently lives in Brookhaven with his partner and enjoys traveling, cooking, watching football, community service, and spending time with friends and family.

Rory joined Homrich Berg in July 2023 and is currently a Senior Associate. Before joining HB, he spent two years with an independent financial planning firm in Woodstock, GA.

Rory earned his B.S. from Berry College as a Gate of Opportunity Scholar, where he also played collegiate tennis. In 2022, he completed the Executive Program for Financial Planning at UGA’s Terry College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Rory lives near the Marietta Square with his wife, Breelan, and their golden retriever, Breaux. Outside of work, he enjoys tennis, training for triathlons, and time with friends and family.

Dhruv joined Homrich Berg as an Associate in July 2023 after an internship with HB in 2022.

He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.

Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.

Kate joined Homrich Berg as an Associate within the HB Family Office practice in July 2023 after an internship with HB in 2022.

She graduated with a B.B.A. in Finance from the University of Georgia Terry College of Business in 2023.

Kate currently lives in Cumming. In her free time, she enjoys spending time with friends and family, traveling, and cheering on the Georgia Bulldogs.

Bryan joined Homrich Berg in April 2023 as a Senior Associate on the Financial Planning team.

Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.

He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.

Nick joined Homrich Berg in January 2023 as an Associate, bringing with him valuable experience as an Operations Analyst at another firm in the Atlanta area. As a CERTIFIED FINANCIAL PLANNER™, Nick is dedicated to helping clients craft personalized financial plans and guide them through the execution of their long-term goals.

Nick earned his Bachelor’s degree in Business Administration from the University of Tennessee, Knoxville in 2019 and completed the University of Georgia – Terry College of Business – Executive Program in Financial Planning in 2022.

A native of Atlanta, Nick enjoys spending his free time running, exploring the outdoors, and spending time with family and friends.