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 is an active member of the North Atlanta Tax Council and the National Association of Personal Financial Advisors (NAPFA) study group for young, fee-only advisors in Atlanta. Jeff also serves on the boards of the Atlanta Tax Forum and University of Georgia Financial Planning Alumni Board.
Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.