Demi joined Homrich Berg in October 2022 after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.

Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her spare time, she enjoys traveling and spending time with her family.

Jeannie joined Homrich Berg in July 2022. She received her Bachelor’s degree in Financial Planning with minor in Consumer Economics and received her Master’s in Financial Planning from the University of Georgia. She is currently working towards her CFP certification.

In her spare time, she enjoys hiking with her dog Bean, going to UGA football games, and traveling.

Gavron joined Homrich Berg in July 2022 and is currently a Senior Associate in the HB Family Office practice. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB internal retirement planning team where she assists HB advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER™ certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.

Mitchell joined Homrich Berg in 2022. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients. Mitchell began his career in financial services at Truist Wealth in Charlotte, NC, and later moved back to his hometown to join Atlanta Financial Associates, an independent RIA. A passion for the fee-only model of client service led him to join HB.

Mitchell has over six years of experience providing guidance in investment allocation and strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.

Mitchell is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a B.B.A. in Finance from the University of Georgia Terry College of Business.

In his free time, Mitchell enjoys playing golf, listening to music decades older than himself, spending time at the lake, and watching the Georgia Bulldogs play football. He resides in Dunwoody, Georgia.

Michael joined Homrich Berg in May 2022 and is currently an Associate, working alongside advisors to support clients with their financial strategies. Prior to this role, he was a Senior Specialist within the Client Service Operations department, working with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Michael graduated from Mercy University with a Bachelor’s degree in Organizational Management. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2025.

Michael was born and raised in The Bronx, New York. In his free time, he appreciates traveling, experiencing food, and adventures from different parts of the world with family and friends.

Harrison joined Homrich Berg full-time in June 2022 after completing an internship with the firm in 2021. He is part of a team that provides comprehensive wealth management services to working professionals, corporate executives, entrepreneurs, and retirees. Harrison also leads the HB property and casualty insurance planning team where he assists HB advisors and clients on nuanced questions on the topic.

He graduated Magna Cum Laude from Virginia Tech with a Bachelor of Business Administration in Finance with a focus in Financial Planning. To serve clients more effectively, Harrison became a CERTIFIED FINANCIAL PLANNER^™ professional in May 2024.

When Harrison is not helping clients navigate their financial lives, he enjoys cooking, skiing, golfing, playing pickleball, and cheering on the Virginia Tech Hokies football team.

Garrett joined Homrich Berg in May of 2022. Prior to HB, he worked for a Healthcare Tech Company, Phreesia. He earned his Bachelor of Arts from Sewanee: The University of the South, where he majored in Political Science and received minors in Business and Economics. Garrett is a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys golf, pickleball, and grilling out with family and friends in his free time.

Brian joined HB in June of 2022. Prior to HB, he graduated from Virginia Tech with a Bachelor’s degree in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in June 2024.

In his free time, he enjoys golfing, hiking, going to concerts, and watching Virginia Tech football.

Sarah joined Homrich Berg in 2022 after working for Oakbridge Partners since 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah completed the University of Georgia’s Terry College of Business CFP® Certification Program and obtained her CERTIFIED FINANCIAL PLANNER™ certification in the summer of 2023.

In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.

Rett joined Homrich Berg in 2022 after working for Oakbridge Partners since 2020. She is a graduate of the University of Georgia’s Terry School of Business with a Bachelor’s degree in Economics. In 2019, she earned a Juris Doctor degree from the University of Georgia School of Law and became a member of the State Bar of Georgia. After graduating from law school, she decided to use her legal education in a non-traditional way and pursue a career in financial planning and wealth management. Rett is currently studying to become a Certified Financial Planner (CFP®).

She grew up in Atlanta and lives in Ashford Park. In her spare time, she enjoys hiking, trying new restaurants, and spending time with friends and family.

Ana joined Homrich Berg in March 2022 and is currently an Associate who supports advisors with financial strategies. Before this role,  she was a Specialist in Client Service Operations working with the Client Service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia Gwinnett College in 2016 with a bachelor’s in Political Science. Ana is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, she enjoys reading, spending time with family and friends, and exercising.