Jonathan joined Homrich Berg in 2022 following several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families. He currently serves as a senior financial planner in the HB Family Office group.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.

A native of Atlanta, Jonathan and his wife Trudy reside in Decatur with their three children, Kaitlyn, Lily, and Henry. He is a member of Peachtree Christian Church and is also active at Immaculate Heart of Mary Catholic Church with his family. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, live music, and expanding his vinyl record collection.

Taylor joined Homrich Berg in June 2021 and has worked in wealth management since 2016. He received a B.A. in History from the University of Virginia and went on to receive an M.S. in Commerce with a specialization in financial services from the University of Virginia’s McIntire School of Commerce.

Taylor has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020.

In his spare time, he enjoys playing golf, watching UVA basketball, and spending time with family and friends.

Stephen joined Homrich Berg in December 2021 after spending two years with an independent financial planning firm based in Milledgeville, GA.

Stephen received his Bachelor’s degree in Accounting from Berry College. He also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Stephen lives in Johns Creek with his wife, Emily. In his spare time, he enjoys watching sports, playing golf, and spending time with dog, Luna.

Alex joined Homrich Berg in January of 2022. He earned his degree in Risk management and Insurance from the University of Georgia. He began working in financial planning shortly after graduation in 2019. Alex is currently working to attain his CERTIFIED FINANCIAL PLANNER™ certification.

Alex was born in Ohio, raised in Pittsburgh and moved to Atlanta with his family in 2014. In his spare time, Alex enjoys hiking, power lifting, skeet shooting, and playing games with friends.

Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for living.

Connor joined Homrich Berg in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently a Senior Associate with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

Kory joined Homrich Berg in July of 2019 after previously completing an internship with the company. He graduated from the University of Georgia with a degree in Finance from the Terry School of Business. Kory completed the Boston Institute of Finance – Bryant University Financial Planning Program in December of 2019 and has been a CERTIFIED FINANCIAL PLANNER™ professional since February 2022.

Kory lives in Brookhaven with his wife. In his free time, he enjoys going to concerts, playing sports, traveling, and watching the University of Georgia Football team win National Championships.

Ashley joined Homrich Berg in 2010. Ashley graduated with a Bachelor of Business Administration in Real Estate from the University of South Carolina, where she was also a member of the two-time National Champion Equestrian team. Ashley also successfully completed the Emory University Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ professional.

In her spare time, Ashley enjoys spending time with her husband, sons and rescue dog, Gamecock football, and is a member of the Junior League of Atlanta and Peachtree Road United Methodist Church.

Sharon joined Homrich Berg in 2015. Prior to joining HB she spent 13 years with Creative Financial Group as a Financial Planning Analyst.  In her role at CFG, she assisted advisors in managing client relationships.  She prepared materials for new and existing client meetings which included portfolio allocations, tax and retirement projections, financial statements, education and insurance analysis.

Sharon is a CERTIFIED FINANCIAL PLANNER™ professional and Florida State University graduate.  She is a member of North Point Community Church.  In her free time she enjoys the beach, travel, family and volunteering.  Volunteering has taken her to the Middle East and Africa where she worked in rural communities that serve vulnerable and at risk children.