Lainey joined Homrich Berg in 2008 and is a Director within Client Service Operations. She has worked for many years with complex clients in the HB Family Office department and oversees day-to-day cash movements, bill pay, custodial and private equity paperwork, household staffing, private foundation accounting, and investment reporting. Lainey has worked in many departments at HB and served on a variety of committees.

Lainey is an avid tennis player, gardener, and Children’s Healthcare of Atlanta supporter. As a member of the Ashford Park Friends of CHOA organization, she decorates mailboxes during the holiday season and served as the silent auction chair for the 2016 Boots and Bluegrass Fundraiser. Lainey is an active member of Peachtree Road United Methodist Church and lives in Brookhaven with her husband, Ryan, and their two daughters.

Lainey graduated with a B.A. in Management from the Georgia Institute of Technology in 2004. She also holds a certificate in Coaching Effectively and in Better Business Writing from Emory University and a Financial Paraplanner Certificate from The American College.

Dave joined Homrich Berg in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Principal of the firm and currently serves a diverse client base consisting of working professionals, retirees, and corporate executives.

Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional.

He is engaged in the local community and served as the co-chair of the Trinity Early Learning Center Parents’ Council, volunteered as a Smyrna T-Ball assistant coach, and led Sunday school at Peachtree Presbyterian Church’s Children’s Program. He is active in alumni relations with Clemson University’s chapter of the Phi Delta Theta Fraternity and coordinates their annual golf outing of 100 players on alumni weekend each fall.

Dave enjoys playing golf, attending Clemson football games, following the Atlanta Braves, and spending time with his family at the beach.

Mike joined Homrich Berg in early 2013 and is a Principal of the firm. He works with a wide range of high-net-worth clients, specializing in sophisticated investments, tax planning, estate planning, and philanthropy. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL.

Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Master of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor^® designee, a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.

Mike serves as a member of both the American Institute of Certified Public Accountants – Personal Financial Planning Division (AICPA PFP) and the Georgia Society of CPAs. He sits on the board of Ur Worth It! as Finance Chair and was selected to the AICPA PFP Executive Leadership Committee. He also volunteers as a Financial Coach for the Catholic Charities of Atlanta.

Mike resides in Buckhead with his wife, Mina, and their sons, Oliver and Oscar. In his spare time, he enjoys golf, traveling, visiting with family, and watching Notre Dame football games.

Patrick joined Homrich Berg in 2014 and is a Principal of the firm, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments, charitable planning, and income tax planning. Patrick implements personalized investment strategies, incorporating private placement investments, equity derivatives, and fixed-income strategies into clients’ portfolios when appropriate.

In addition to ongoing client work, Patrick leads the firm’s Property/Casualty Insurance practice groups and previously served as a subject matter expert within the firm for Medicare and Health Insurance.

Before joining HB, Patrick worked for two independent financial planning firms developing customized financial plans, preparing income tax returns, and handling estate planning and administration issues for high-net-worth families. He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™ professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS^®) designation, a graduate-level credential focused on research-based applications for current practitioners.

Patrick is a member of the Financial Planning Association (FPA) and has volunteered with the CFP^® Board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.

Jeff joined Homrich Berg in 2011 after interning with the firm.

Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff also serves on the board of the Atlanta Tax Forum and recently served on the University of Georgia Financial Planning Alumni Board.

Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.

Gene is a Principal and Team Lead in the firm’s HB Family Office group. He has 11 years of experience serving high-net-worth individuals, families, and foundations, 10 of which have been with Homrich Berg. He advises clients on all aspects of their financial plans but has a particular interest in complex estate planning.

Gene graduated from the Georgia Institute of Technology’s Scheller College of Business with Highest Honors and earned a Bachelor of Business Administration with a concentration in Finance and a certificate in Marketing. He is a CERTIFIED FINANCIAL PLANNER™ professional.

A native Atlantan, Gene lives in Brookhaven with his wife (Becca), young son (Gene IV), daughter (Vivian), and Labradoodle (Hamilton). In his spare time, he enjoys golfing, attending Georgia Tech games, traveling, and fly fishing.

Trent joined Homrich Berg in January 2017 and is currently a Director. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.

Before HB, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.

Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board.

In his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, daughter, and dog in Smyrna.