Isaac joined Homrich Berg in May 2024 as a Senior Specialist, IT Enablement. He has worked in IT for over 14 years in various roles within the higher education and small business fields, most recently at the University of North Georgia.

He received his B.S. in Information Technology from Indiana State University and an M.S. in Information Technology from Middle Georgia State University.

Isaac currently helps with his church’s media and music ministry by running sound, video, playing the keyboard, and drums. He and his wife live in Cumming, along with their cat and dog. Besides technology, in his free time, he enjoys photography, playing piano, cooking, and being in the great outdoors.

Kelly joined Homrich Berg in May 2024 and is a Specialist in Client Service Operations within the HB Family Office division. Kelly works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before accepting a full-time position, Kelly was an intern at HB. Kelly graduated from The University of Georgia’s Terry College of Business with a BBA in Business Management, with a concentration in Logistics/Operations.

Kelly lives in Vinings with her cats, Otis, Myrtle, and Susie. She enjoys going to the beach, trying new restaurants, cooking fun recipes, and reading mystery books. During college football season, she is busy cheering for the UGA Bulldogs.

Marah joined Homrich Berg in March 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Marah obtained her B.S. in Economics with a minor in Spanish from Georgia Institute of Technology and was a dean’s list recipient.

She currently lives in Johns Creek and enjoys traveling, hiking, and learning new languages in her spare time. Marah also volunteers with Furkids Animal Shelter.

Lisa joined Homrich Berg in April 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Lisa has over 18 years of combined retail and private wealth banking expertise. Before HB, she worked for 11 years at SunTrust Bank (now Truist) in various roles.

Lisa studied Business Management at DeVry Institute. She is a volunteer with Junior Achievement of Georgia.

She currently lives in Tucker with her husband and toddler, and she has three adult children. In her free time, she loves to experiment in the kitchen and travel.

Stephanie joined Homrich Berg in November 2023 as a Specialist within Client Service Operations. She works with the HB Family Office client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Stephanie worked for Keller Williams Realty in a dual role as a Real Estate Consultant and Listing Manager. She graduated with a B.A. in Communications from Georgia College & State University.

Stephanie is an Atlanta native and lives with her three children and dog Rosie. In her free time, she enjoys traveling, cooking, spending time with family, and working out with friends before the sun comes up.

Sarah joined Homrich Berg in November 2023. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Truist Wealth as a Wealth Support Specialist where she assisted a team of advisors to provide support to clients and their financial needs, as well as opening accounts and managing day-to-day transactions. Before that, she was a Relationship Banker at SunTrust where she worked with retail and business clients for all banking needs.

She graduated from Georgia Southern University with a bachelor’s degree in economics in 2017.

Sarah lives in Brookhaven and enjoys spending time with family and friends, traveling to new places, and trying new foods.

 

Ryan joined Homrich Berg in June 2023 as the Business Intelligence Manager. The Business Intelligence team is responsible for overseeing data infrastructure solutions, automated data visualizations, internal data enablement, and data process improvements across the firm.

Prior to joining HB, Ryan worked for seven years at Delta Air Lines supporting and leading a variety of analytics and business development projects, with the goal of achieving alignment across operational processes, customer experiences, and commercial goals.

He received his MBA from Emory University, and his B.S. in Industrial Engineering from Georgia Tech.

Ryan and his wife live in Smyrna, GA, with their dog and two cats. They lead a small group at their church and keep busy spending time with friends and family. He also enjoys traveling, running, home DIY projects, disc golf, and pickleball in his spare time.

Vanessa joined Homrich Berg in July 2023. She works with the client service operations team to assist with money movement, account paperwork, and meeting preparation. Before joining HB, she worked for Palmat Drywall, LLC as a financial services professional.

Vanessa received her AS in Psychology from Georgia State University – Perimeter College and graduated summa cum laude in May 2020. She received her BS in Psychology from Oglethorpe University in May 2022 and received a presidential scholarship for her outstanding academic performance.

In her free time, she enjoys discovering new restaurants, traveling, going to the gym, making artwork, and spending time with her loved ones and her cat Benito.

Courtney joined Homrich Berg in July 2023. She works with the client service teams within the HB Family Office practice. She assists with money movement, account paperwork, and meeting preparations.

Prior to working at HB, Courtney was a Client Service Associate at Haber Investment Counsel, which was acquired by New Republic Partners, servicing HNW families and their custodial needs. She was also a former Client Service Associate at RFP Financial working with clients and assisting with administrative tasks. She graduated from the University of Georgia in 2020 with a B.S. in Financial Planning.

Courtney currently lives in West Midtown with her boyfriend and two cats. She enjoys reading, spending time with friends, and walking the beltline.

Nik Malachowski is a Performance Reporting Specialist in the Investment Operations Department. He joined Homrich Berg in 2023 and works in alternative investment management helping the team ensure accurate reporting of our client accounts.

Prior to joining HB, he worked in the mortgage industry for three years where he managed and led a team of underwriters.

Nik graduated from the College of Brockport in 2020 with a Bachelor of Science, majoring in Finance and Economics with a concentration in Investments.

He currently lives in Lawrenceville and enjoys traveling, attending sporting events, being outdoors, and spending time with family and friends.

Rachel joined Homrich Berg in May 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.

Prior to joining HB, she was a teacher for six years. Rachel received her Bachelors in Elementary Education from Georgia State University. She has been a coach for Girls on the Run.

Rachel currently lives in Decatur, GA and enjoys walking the Beltline with her dog, trying new restaurants, and going line dancing with friends.

Rochelle joined Homrich Berg in April 2023 and serves as a Specialist within Client Service Operations. She is responsible for resolving client inquiries, assisting advisors and managers, preparing and processing account applications, preparing client reports, tracking client transfers and purchases, organizing and tracking action items along with other duties assigned.

Prior to joining HB, she assisted two brokers as their executive account manager managing anywhere between 50-80 group clients. Prior to serving as an account manager, Rochelle managed restaurants for almost eight years assisting opening new locations and corporate training for employees and management.
Rochelle is an active member of Alpha Kappa Alpha Sorority Incorporated. While in undergrad, she served on multiple boards and helped organize community service events. She received her Bachelor of Science in Psychology from Kennesaw State University.

She currently lives in Duluth, GA with her husband and enjoys traveling, cooking, music, and spending time with family and friends.