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Alex joined Homrich Berg in January of 2022. He earned his degree in Risk management and Insurance from the University of Georgia. He began working in financial planning shortly after graduation in 2019. Alex is currently working to attain his CERTIFIED FINANCIAL PLANNER™ certification.
Alex was born in Ohio, raised in Pittsburgh and moved to Atlanta with his family in 2014. In his spare time, Alex enjoys hiking, power lifting, skeet shooting, and playing games with friends.
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Kelly joined Homrich Berg in May 2024 and is a Specialist in Client Service Operations within the HB Family Office division. Kelly works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Before accepting a full-time position, Kelly was an intern at HB. Kelly graduated from The University of Georgia’s Terry College of Business with a BBA in Business Management, with a concentration in Logistics/Operations.
Kelly lives in Vinings with her cats, Otis, Myrtle, and Susie. She enjoys going to the beach, trying new restaurants, cooking fun recipes, and reading mystery books. During college football season, she is busy cheering for the UGA Bulldogs.
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Emory joined Homrich Berg in June 2024 as a Business Analyst. She works with the company’s CRM software and business processes.
She graduated from Georgia Tech with a degree in Business Administration concentrating in Information Technology Management and a certificate in Business Analytics. While in school, Emory was part of the Delta Air Lines Co-Op program for five semesters, working on various analytics teams across the company.
In her spare time, Emory plays beach volleyball, scuba dives, and loves to travel.
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Kyle joined Homrich Berg in 2020 as Chief Operating Officer, returning after a previous stint with the firm from 2008-2013. He leads the firm’s internal operations, helps align the firm’s talent and culture with its long-term objectives, and drives strategic initiatives to support future growth.
Prior to re-joining Homrich Berg, Kyle was a Manager in Bain & Company’s Atlanta office. In his 5 years at Bain Kyle led teams serving clients across a wide variety of industries, with a focus on Private Equity, Consumer Products, and Technology. His expertise includes M&A, growth strategy, organization and operating model design, and performance improvement.
Kyle received an MBA with Honors from the University of Chicago Booth School of Business in 2015 and a BS in Management with Highest Honors from Georgia Tech in 2008. He lives in Brookhaven with his wife and three daughters. In his spare time he enjoys running, reading, cycling, and wine tasting; he is a coffee snob and BBQ snob (and apologizes for neither).
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Ayanna joined Homrich Berg in May of 2022. She is responsible for supporting family office teams with client meeting preparation, meeting follow-up, preparing customized client reports, and completing account forms. Ayanna also supports the front desk administrator with greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks.
In her free time, she enjoys hiking, spending time with her nieces, and trying new restaurants.
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Larry joined Homrich Berg in July 2024 as a Principal and Florida Market Leader. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.
Before joining HB, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).
Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.
Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.
He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.
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Ian joined Homrich Berg in February 2025 as an Associate with the Financial Planning team. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.
Before joining HB, Ian worked as a Financial Professional at Piedmont Wealth Partners, a boutique wealth management firm in Atlanta, GA. He worked alongside the Director of Financial Planning and Senior Wealth Advisor to curate and implement holistic financial plans, inclusive of investment allocation and private alternative opportunities.
Ian earned his Bachelor’s degree in History with a minor in Chinese Language & Culture from Georgia State University.
He currently lives in Smyrna, GA, where he enjoys spending time with his wife and friends. He is also an avid golfer and enjoys traveling.
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Kate joined Homrich Berg as an Associate within the HB Family Office practice in July 2023 after an internship with HB in 2022.
She graduated with a B.B.A. in Finance from the University of Georgia Terry College of Business in 2023.
Kate currently lives in Cumming. In her free time, she enjoys spending time with friends and family, traveling, and cheering on the Georgia Bulldogs.
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Sammy Grant began his career in wealth management, first joining Homrich Berg in 2002 from Arthur Andersen’s Private Client Services group. Sammy is an attorney, CPA, CERTIFIED FINANCIAL PLANNER™ professional, licensed real estate salesperson and Chartered Life Underwriter. He brings a wealth of educational and professional experience to the high net worth individual and families he serves working in a collaborative way to integrate all aspects of their financial needs and goals.
Sammy went on to form SG Financial Advisors before reuniting with his HB peers in a merger in early 2021. SG, a fee-only wealth management firm based in Sandy Springs, GA, was recognized twice as one of the fastest growing companies owned by a University of Georgia alumni.
Sammy graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Accounting before continuing his educational journey as a Double Dawg at the University of Georgia School of Law. He was named a 40 Under 40 Up & Comer in 2007 by the Atlanta Business Chronicle. He’s a member of the 2023 Leadership Atlanta class and also a graduate of the Wexner Heritage Program and Leadership Sandy Springs. A native Atlantan, Sammy is an active contributor to the local non-profit community and is the immediate past the Chair of the Board of the Marcus Jewish Community Center of Atlanta.
In his free time, Sammy rarely sits still. He has completed multiple Ironman triathlons, is an avid cyclist and always saves room for dessert. He lives in Sandy Springs and enjoys hiking with his wife Tracey and their three children.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION
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Casey joined Homrich Berg in September 2024 as a Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, client meeting preparations, account opening, and maintenance.
Before joining HB, Casey worked as a Wealth Support Specialist II for Truist. She was with Truist for nine years, starting as a Branch Banker until transitioning to the Wealth Department where she assisted in client servicing and needs.
Casey is an active member of the Pinellas County Beekeeper Association. She received her bachelor’s degree in Business Management from the University of South Florida.
She enjoys spending quality time with her sister and parents, gardening, running, reading, and beekeeping.
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Shade joined Homrich Berg as a Client Operations Specialist in January of 2020.
She graduated from Georgia Southern University in 2017 with a degree in Fashion Merchandising. After college she moved to California to work as the Office Manager at Show Me Your Mumu.
In her free time you can usually find her at the dog park, visiting her niece or hanging out with family and friends.
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Rett joined Homrich Berg in 2022 after working for Oakbridge Partners since 2020. She is a graduate of the University of Georgia’s Terry School of Business with a Bachelor’s degree in Economics. In 2019, she earned a Juris Doctor degree from the University of Georgia School of Law and became a member of the State Bar of Georgia. After graduating from law school, she decided to use her legal education in a non-traditional way and pursue a career in financial planning and wealth management. Rett is currently studying to become a Certified Financial Planner (CFP®).
She grew up in Atlanta and lives in Ashford Park. In her spare time, she enjoys hiking, trying new restaurants, and spending time with friends and family.
