Nate joined Homrich Berg in December 2024 as a Senior Associate. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients.
Prior to joining HB, he worked as a Financial Advisor for another Atlanta-based firm, where he focused on delivering comprehensive financial planning and tax-advantaged savings strategies.
He is a graduate of Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020 and continues to look for more opportunities to further his education.
When Nate is not working with clients or studying financial strategies, he enjoys spending time with his friends and family, hiking throughout the Southeast, and sampling some of Atlanta’s renowned local breweries.