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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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Michelle joined Homrich Berg in July of 2018 as an Associate after working more than seven years at another Atlanta-based, fee-only advisor. Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also graduated from the University of Georgia with a Master of Science in Financial Planning. She completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ mark in 2015.
In her spare time, Michelle enjoys hiking, kayaking, pickleball, and attending Atlanta United matches.
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Kathleen joined Homrich Berg in 2017 after relocating from Chicago. Prior to joining Homrich Berg, she spent four years with an independent office of Raymond James Financial Services. Kathleen received her Bachelor of Science degree from University of Missouri.
In her free time, Kathleen enjoys traveling, trying new Atlanta restaurants, and spending time with friends and family.
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Ryan joined Homrich Berg in 2022 and brings over six years of comprehensive financial planning and investment experience. He currently serves as an Associate in our Palm Beach office where he assists with investing and financial planning matters for their ultra-high-net-worth clients.
Ryan graduated with his BBA in Finance from Ashford University and a Master of Business Administration from Florida Institute of Technology. He is currently working on his CERTIFIED FINANCIAL PLANNER™ certification.
His time away from work is spent with his wife and their three children in his Palm Beach Gardens, Florida home. They enjoy biking, paddle boarding, and traveling to visit family and friends.
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Sarah joined Homrich Berg in November 2023. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Truist Wealth as a Wealth Support Specialist where she assisted a team of advisors to provide support to clients and their financial needs, as well as opening accounts and managing day-to-day transactions. Before that, she was a Relationship Banker at SunTrust where she worked with retail and business clients for all banking needs.
She graduated from Georgia Southern University with a bachelor’s degree in economics in 2017.
Sarah lives in Brookhaven and enjoys spending time with family and friends, traveling to new places, and trying new foods.
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Nik Malachowski is a Performance Reporting Specialist in the Investment Operations Department. He joined Homrich Berg in 2023 and works in alternative investment management helping the team ensure accurate reporting of our client accounts.
Prior to joining HB, he worked in the mortgage industry for three years where he managed and led a team of underwriters.
Nik graduated from the College of Brockport in 2020 with a Bachelor of Science, majoring in Finance and Economics with a concentration in Investments.
He currently lives in Lawrenceville and enjoys traveling, attending sporting events, being outdoors, and spending time with family and friends.
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Riley joined Homrich Berg in July 2024 as an Associate within the Financial Planning team. He assists in developing comprehensive financial and investment strategies so families can gain confidence in navigating their financial decisions.
Before joining HB, Riley worked as an Analyst at Global Atlantic Financial Group, a private equity-owned insurance company. He was part of a private credit team that helped manage the firm’s $14 billion book of collateralized loan obligations. Riley specifically worked on liquidity management and financial reporting for the portfolio.
Riley graduated from Boston College’s Carroll School of Management with a B.S. in Finance and Marketing with a minor in History.
He currently lives in Buckhead and enjoys traveling, trying new restaurants, and spending time with family and friends.
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Jeannie joined Homrich Berg in July 2022. She received her Bachelor’s degree in Financial Planning with minor in Consumer Economics and received her Master’s in Financial Planning from the University of Georgia. She is currently working towards her CFP certification.
In her spare time, she enjoys hiking with her dog Bean, going to UGA football games, and traveling.
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Jasmine joined Homrich Berg in October 2024 and serves as a Specialist in Client Service Operations. She assists with money movement, account paperwork, and meeting preparations.
Before joining HB, Jasmine was a Judicial Calendar Coordinator with Gwinnett Courts for four years.
She received her B.S. in Public Relations from Kennesaw State University.
Jasmine currently lives in Lawrenceville and enjoys traveling, spending time outdoors, and enjoying family moments.
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Ashley joined Homrich Berg in November 2024 as an Administrative Specialist. She is responsible
for supporting financial partners with client meeting preparation, meeting follow-up, preparing
customized client reports, and completing account forms. Ashley also supports the front desk
administrator with greeting clients, managing the client reception area, answering and routing calls,
and helping with various executive administrative tasks.
Before joining HB, she worked as a Production Coordinator in the Television Industry for over 10+
years, working on reality shows that aired on Bravo, Netflix, Hulu, and Amazon. Ashley earned a
Bachelor’s degree in Media Communications and Technology from East Stroudsburg University.
In her spare time, she loves supporting her favorite Philadelphia teams (Phillies and Eagles). She also
enjoys traveling, reading, spending time with friends, and trying new restaurants.
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Michael A. Woocher joined Homrich Berg in April 2024 as a Principal and Chief Advisory Officer. In this role, he will lead the firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions. Michael will also stay directly connected to the client experience by advising a select group of HB Family Office client relationships.
Prior to joining HB, Michael was Managing Director at Bernstein Private Wealth Management from 2015-2024, leading its Atlanta office and serving as lead advisor for a small group of distinguished families. Michael was an executive and advisor at SunTrust Bank and GenSpring Family Offices, its ultra-high-net-worth family office affiliate, from 1997-2014, a tenure which included roles as President of GenSpring’s Buckhead Family Office and later as GenSpring’s Head of Client Development. Michael has been guiding wealthy families on investments, income and transfer tax planning, risk management, philanthropy and family engagement, governance, and communication for more than 25 years.
Michael graduated from Emory University with a Bachelor of Arts in Political Science. He received his Doctor of Law (J.D.) from the University of Georgia School of Law. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Michael is an active participant in the Atlanta community. He is a current Board Member and incoming Chair of the Endowment Committee of The Lovett School. He previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake. He is a member of the Atlanta Estate Planning Council and Fiduciary Section of the State Bar of Georgia.
Michael lives in Buckhead with his wife Katherine. They have four sons and a Golden Retriever named Herschel (Go Dawgs!). When not in the office, Michael enjoys time with his family as well as golf, fishing, cooking, and exploring small towns throughout the south.
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Philip is currently a Principal of Homrich Berg. He joined HB as a Director in January 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to Homrich Berg, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within two years, but while there, served in many capacities.
Philip is actively involved in the Georgia golf community, currently serving as Vice President and Trustee of the GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs, empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. Philip also recently served 6 years as Secretary-Treasurer and Member of the Board of Directors of the affiliated Georgia State Golf Association (GSGA).
In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization based in Atlanta. For more than 30 years, Skyland Trail been inspiring people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research and education.
Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.
Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and five children, golfing, traveling, hunting, and playing various musical instruments.
