John Taylor, CFP®, CFA

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John “JT” has spent his long-term career working with wealthy individuals, families, foundations, and institutional clients. JT leads a client service team at Homrich Berg where he provides advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. One of JT’s primary goals is to help clients feel empowered and make more informed decisions so they can be the best possible stewards of their wealth.

He joined HB in 2007 and has been a principal of the company since 2017. In addition to his primary job functions, he has been recognized by HB for his commitment to technology and innovation, leading our internal IDEA team specializing in creating efficiencies and automation within HB.

JT attended the University of Georgia where he remains active in alumni events and sporting events. He is an avid supporter of the UGA financial planning program through a variety of capacities which have included lectures, Microsoft Excel labs, panel discussions, and alumni advisory board membership. He is a CERTIFIED FINANCIAL PLANNER ™ professional and a member of the CFA Institute.

He was named UGA’s FACS 100 Centennial Honoree by The College of Family and Consumer Sciences in 2017. In 2020 he received the Distinguished Financial Planning Alumni Award from the University of Georgia’s Financial Planning program.

JT and his wife Ruth live in Chastain Park with their three kids (Audrey, Brynn, and John) and dog Frodo. When not in the office you can find JT looking for many outdoor adventures like hiking, fishing, traveling, and golfing.

Lee Van Leuvan, CFP®

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Lee joined Homrich Berg in the Spring of 2013.  Prior to joining HB, Lee was the President of LVL Financial, a financial planning and advisory firm formed in 1993.  Lee started as a Financial Professional in 1978 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1987 serving her clients in that capacity ever since.

Lee is married to Dick Van Leuvan and together they have four adult children.

Frank Waterson, CFP®

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Frank has spent his entire career working with wealthy individuals, families, and foundations.  Frank leads a team at Homrich Berg serving as the family CFO for select clients throughout the country.  He provides planning advice in the areas of investment management, retirement planning, risk management, income tax and estate planning.  One of Frank’s primary goals is to help free up time for clients, so they can focus on the areas that matter to them most.

Prior to joining Homrich Berg, Frank began his career developing comprehensive financial plans and advising Fortune 500 executives with The Ayco Company, a Goldman Sachs company.  A significant amount of time was spent on employee benefits, income tax planning and wealth transfer strategies.

Frank is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Fernbank Museum’s Corporate Leadership Council.  He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA).  He graduated Cum Laude from Siena College in Loudonville, NY.

Frank and his wife, Sara, live in the City of Decatur with their two children. In his free time, Frank enjoys traveling, spending time with his family, reading and hiking.

John Bochniak, CFP®, CPA, PFS

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John is a Principal at the firm who is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.

Prior to joining Homrich Berg, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.

Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.