Rachel joined Homrich Berg in August 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Northwestern Mutual as an Associate Financial Representative and was a middle school math teacher for four years. She graduated from the Georgia College with a Bachelors of Mathematics and a Masters of Arts in Teaching.

Rachel lives in Clarkston with her rescue dog Sawyer. She enjoys cooking, spending time with her large family, traveling, and reading.

Brittany joined Homrich Berg as a Client Operations Specialist in August 2018.  She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.  She graduated from Georgia College & State University with a Bachelor’s degree in Psychology and a minor in Criminal Justice.

In her free time, Brittany enjoys running, hiking and spending time with family.

Isaac joined Homrich Berg in May 2024 as a Senior Specialist, IT Enablement. He has worked in IT for over 14 years in various roles within the higher education and small business fields, most recently at the University of North Georgia.

He received his B.S. in Information Technology from Indiana State University and an M.S. in Information Technology from Middle Georgia State University.

Isaac currently helps with his church’s media and music ministry by running sound, video, playing the keyboard, and drums. He and his wife live in Cumming, along with their cat and dog. Besides technology, in his free time, he enjoys photography, playing piano, cooking, and being in the great outdoors.

Brandy joined Homrich Berg as a Client Operations Specialist in October 2021.  She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at a local CPA firm managing administrative work. She graduated from Georgia State University with a B.A. in English.

Brandy is an Atlanta native. She enjoys learning new skills and taking walks.

David joined Homrich Berg in February 2025. He works on the Business Intelligence team supporting cross-divisional initiatives to establish and maintain data pipelines, dashboards, and tools.

Before joining HB, David spent time working in the Strategic Sourcing Center of Excellence at Carnival Corporation & plc where he provided analytics and developed dashboards to identify savings opportunities. Prior to Carnival, David worked at Marriott Vacations Worldwide and Delta Air Lines providing analytical insights and strategies focused on talent acquisition and customer strategy, respectively.

David earned his B.S. in Business Administration with a concentration in Operations and Supply Chain Management from Georgia Tech, and he serves as the Secretary of the Alumni Board for the Beta Alpha chapter of Theta Xi Fraternity.

David lives in Cartersville with his wife and their cat. He is an avid Braves fan and enjoys spending time reading, hiking, and bourbon tasting.

Alex joined Homrich Berg in March 2025 and is a Specialist in Client Service Operations on the CSO Flex Team. In her role, she is committed to delivering exceptional service and support to HB’s clients. With a strong focus on building lasting relationships and understanding each client’s unique financial goals, she aims to meet their needs with great attention and efficiency.

Before joining HB, Alex spent a few years working with Bison Wealth, where she served clients and performed operations. This experience built her a foundation for working in the wealth management industry.

Alex received a B.A. in Political Science from Georgia State University.

In her spare time, Alex enjoys reading, fitness, spending time with her three pets, and gardening.

Marah joined Homrich Berg in March 2024. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Marah obtained her B.S. in Economics with a minor in Spanish from Georgia Institute of Technology and was a dean’s list recipient.

She currently lives in Johns Creek and enjoys traveling, hiking, and learning new languages in her spare time. Marah also volunteers with Furkids Animal Shelter.

Tavon joined HB in March of 2022. He works in the operations department assisting with money movement and account paperwork. Prior to joining HB, he spent time in the financial services industry at Mitsubishi UFJ Trust Banking and Corporation. He graduated from Montclair State University with a Bachelor of Science in Business Administration.

In his spare time, he enjoys traveling, going to sporting events and keeping up with new technology. Tavon is a member of the Gamma Iota Chapter of Iota Phi Theta Fraternity Inc. and enjoys serving the community.