Sean Lennox, CFP®, ChFC®

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Sean joined Homrich Berg in 2022 after working with Oakbridge Partners since 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. He received his Bachelor’s of Science in Psychology from Davidson College and his MBA from Queens  University of Charlotte.

A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently plays for an adult league team in Atlanta. He and his wife Claire live in Decatur, GA with their two children and black lab.

Sarah Hipp Hauptman

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Sarah Hauptman is the Managing Director, Private Real Estate at HB. Most recently, she was Senior Vice President at Iron Tree Capital Partners in Atlanta, GA, where she managed a portfolio of industrial properties and worked on new business initiatives.  Prior to that, she was a Vice President at Banner Oak Capital Partners in Dallas, TX, where she oversaw the expansion of investments with new operating partners across all commercial real estate asset classes. Previously, Sarah was Director of Investment Management at Compatriot Capital, focusing on originating and managing investments in best-in-class real estate operating companies. Earlier in her career, she worked at E2M Partners, a real estate fund manager that provided JV limited partner equity for single-asset investments.

Sarah graduated Summa Cum Laude with a B.A. from Georgetown University with a major in both Economics and Mathematics.

Charlotte Vidal, CFA, CFP®

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Charlotte joined Homrich Berg in 2022 after working at Goldman Sachs in New York for seven years. In previous roles, she worked on Goldman’s Corporate Derivatives team, advising multinational corporations and private equity firms on their foreign exchange risks and hedging strategies. In 2017, she moved to the FX Options Trading desk where she traded G10 currency options, managing various portfolio risks and market-making for hedge funds, institutions, and corporate clients.

She attended Princeton University and graduated in 2015 with a degree in Operations Research and Financial Engineering (ORFE). Charlotte earned her CFA charter in 2021 and is a member of the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER™ certification to better assist clients with the entirety of their financial planning.

An Atlanta native who attended the Lovett School, she is thrilled to be back in her hometown and help serve clients. Charlotte lives near Chastain Park with her husband (Charlie) and son (Chuck).  In her spare time, she enjoys yoga, golf, tennis, and trying new Atlanta restaurants.

William Cohen, Esq., J.D., LL.M.

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Bill joined Homrich Berg in 2022 when Oakbridge Partners, one of Atlanta’s oldest independent wealth management firms, merged into HB. Bill had served as President of Oakbridge, was a member of the firm’s Investment Committee, and served as its Chief Compliance Officer for eight years. He is a former attorney with substantial experience in the areas of taxation, estate planning, corporate finance, and executive compensation.

Before joining Oakbridge Partners, Bill was an Executive Officer in a firm that developed web-based platforms used by financial institutions to deliver executive compensation and charitable giving solutions to their clients. He also served as the Financial Operations Officer (FINOP) of its affiliated Broker Dealer. Before that, Bill headed the transactional practice group of the Atlanta office of a national law firm and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years.

Bill received his Bachelor of Science degree and Juris Doctorate from Florida State University with honors and received his Master of Law in Taxation from the College of William and Mary’s Marshall-Wythe School of Law. He is a Member Emeritus of the Georgia Bar Association.

Bill belongs to Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Brandon Downs, CFP®

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Brandon has served in an advisory capacity to high-net-worth families, corporate executives, and business owners since the early 2000’s. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon received his Bachelor of Science in Business Administration with an Economics concentration from the University of Richmond, completed the Executive Program for Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked closely with senior lenders which led to his role as an analyst for the real estate lending team at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a public school-private school partnership designed to help eliminate the summer achievement gap for children from low-income households.

He is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries around the world. He also enjoys traveling with his family, playing golf, and seeing live music. Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Eric Toole, CFP®

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Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Jennifer I. Storey, CFP®

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Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as
a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment
Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Randy Schultz

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Randy joined Homrich Berg in 2021 as VP of Operations. He leads a significant portion of HB’s middle and back office functions responsible for accurate and efficient execution of the wealth management plans created by our clients and their advisors.

Prior to joining HB, Randy spent over 10 years with The Home Depot, during which he led teams responsible for workforce planning/management and sales operations with a focus on analytics and technology enablement. He has a passion for services operations management and enjoys both the optimization and “people” elements of the field.

Randy earned a BS in Management with Highest Honors from Georgia Tech in 2008.  He lives in Smyrna with his wife Emily and their four children Oliver, Ellie, Theo, and Ruth.  In his spare time, Randy enjoys outdoor activities with his family as well as reading and woodworking.

Kruti Bolick, CFIRS

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Kruti joined Homrich Berg in 2021 as Chief Risk Officer. Kruti is responsible for the risk, compliance, third-party risk, insurance, and information security functions at HB, she has developed the firm’s first risk frameworks, reporting, metrics, and analytics in addition to developing and leading the firm’s risk and governance committees. Kruti brings over 20 years of risk management and consulting experience in a variety of executive leadership roles.  Before joining HB, Kruti held a global risk executive role at Conduent and several senior risk executive roles at Wells Fargo and SunTrust (now Truist). Before joining SunTrust, Kruti worked in professional services for PricewaterhouseCoopers, Accenture, and BearingPoint, specializing in change management, performance effectiveness, and process transformation.

Kruti holds a BBA degree in Finance and Marketing from Georgia State University, completed studies at the Consumer Banking Association (CBA) Executive Banking School, and is a Certified Fiduciary and Investment Risk Specialist (CFIRS).

In her spare time, she enjoys hiking, reading, and traveling.

Kevin S. Campbell, CFA

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Kevin Campbell is a Principal in the HB Family Office division. In his role, Kevin is responsible for the delivery of comprehensive wealth management and investment advice to ultra-high-net-worth (UHNW) families. This holistic approach includes a robust financial plan, in-depth knowledge of existing estate planning, and a customized investment strategy tailored to each client’s specific goals, preferences, and constraints. With over 15 years of exclusively serving UHNW client families and their related family offices, Kevin is known to embrace the complexity of clients’ needs, distill the details when providing advice, and gain clients’ trust through the repeated delivery of comprehensive, high-value investment advice.

Prior to joining Homrich Berg as a co-founder of the Florida office in November of 2021, Kevin spent over 15 years at Truist Wealth | GenSpring (formerly known as GenSpring Family Offices) in multiple roles. Kevin’s most recent role with Truist Wealth was as a GenSpring Investment Manager (Senior Vice President), serving over 25 client families with more than $1B in assets under management and significantly more under advisory capacity.

During Kevin’s time at Truist Wealth, he was able to make a significant impact on the wealth management practice, including as a voting member of the portfolio construction committee, developing investment-related communications, helping to define the firm’s investment philosophy, and serving as a subject matter expert on investment-related special initiatives. Passionate about his craft, Kevin is most proud of the long-standing client relationships established over the tenure of his investment advisory career and his ability to be a cross-functional advisor, with knowledge spanning investments, tax, wealth transfer planning, trusts & estates, and operational excellence. Kevin was repeatedly recognized for his performance with numerous firm accolades rewarding top performers, but more importantly, by his clients, which was best exemplified by his exceptionally high client retention rate.

Kevin graduated from The George Washington University with a Bachelor of Business Administration (BBA) in Finance and Marketing. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida. Additionally in 2014, Kevin was shortlisted for the Family Wealth Report Magazine Rising Star Award, which highlights professionals who show the potential to be a leader in the wealth management industry.

When not working, Kevin enjoys spending time with his wife and two young boys in his Palm Beach Gardens, Florida home. His hobbies include golfing, traveling, and woodworking.

Amy Owen, J.D., LL.M.

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Amy is a Principal in the HB Family Office division.  She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members.  She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance.

Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997.  She then received her LL.M. in taxation from the University of Florida, and settled in Naples, Florida to begin her career as an estate planning attorney.  As an attorney, Amy advised clients on estates and trusts, tax planning, business success planning, asset protection, entity selection and planned giving.  She became a partner in the trusts and estates department of Fowler White Boggs Banker in 2004, and was chosen as one of Gulfshore Business’ 40 Under 40 that same year.

Amy became a Senior Wealth Strategist for the Private Bank of Bank of America in 2006, and continued that role with Hawthorn PNC Family Wealth and GenSpring SunTrust Private Wealth until joining Homrich Berg in 2021.  As a Wealth Strategist, she appreciated the mandate to expand beyond traditional legal advice as well as the time she could take to help her clients truly understand their planning opportunities. She found that clients who worked with her to develop this understanding were better able to communicate their objectives to their advisory team and then implement a truly optimal plan.

Amy is a member of the Florida Bar Association (Real Property and Probate and Tax sections), and has contributed to several publications, as an author and editor, on various planning topics.

She is a supporter of the American Red Cross, Children’s Home Society, Friends of Foster Children, and the Naples International Film Festival.  Her time away from work is spent in Naples with her husband, Blake, and their dogs, or traveling to visit their family and friends, music festivals, ski resorts, wineries, and other fun destinations.

Sarah Markwalter, CFA, CFP®

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Sarah joined Homrich Berg in 2021 after relocating from Baltimore. Prior to joining Homrich Berg, she spent three years with Brown Advisory, an independent investment management firm. Sarah attended the University of Notre Dame, where she graduated with a Bachelor of Business Administration in Finance and a minor in Entrepreneurship and Innovation. Sarah is a member of the CFA Institute and the CFA Society of Atlanta. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, Sarah enjoys traveling, reading, and attending ND football games in the fall.