Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • History
    • Profile
    • Mission / Values
    • Clients
    • Diversity
    • Community
    • Awards
    • Locations
  • Meet The Team
    • Principals / Directors
    • Associates
    • Investments
    • Client Care/Operations/HR
  • Our Services
        • Service Levels and Costs
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • Client Experience
    • Fiduciary Fee-Only Financial Advisors
    • Financial Team Leader
    • Online Reporting
    • Interactive Planning
    • Team Approach
    • Deep Expertise
    • Client Stories
  • Resources
    • How To Select An Advisor
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Blythe Moore

August 7, 2024 by

Blythe joined Homrich Berg in June 2024 as a Specialist, Client Service Operations within the HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before accepting a full-time position at HB, Blythe was part of HB’s summer internship program. Prior to that, she had an accounting internship.
Blythe received her B.B.A. in Finance from Georgia Southern University.

In her free time, she loves to spend time with family, can be found on the lake or at the beach, and enjoys playing golf, pickleball, and tennis.

Hannah L. Mullins

September 6, 2024 by

Hannah joined Homrich Berg in August 2024 as an HR Coordinator. Her key responsibilities include supporting HR Operations and Talent Acquisition and spearheading employee onboarding.

Before joining HB, Hannah worked as the HR Generalist for Terrapin Beer Co. in Athens, GA. She supported the VP of Human Resources in all areas of HR, including but not limited to, talent acquisition and employee onboarding, payroll and benefits, employee relations, and HRIS administration.

Hannah received a Bachelor of Science degree in Psychology from Georgia Southern University. She enjoys walking and training her dog, spending time with family and friends, and reading in her free time.

Alex Keiss

February 25, 2025 by

Alex joined Homrich Berg in January 2025. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.

Before joining HB, Alex worked as a Financial Planning Associate with Chamberlain Financial Advisors, a small RIA in Decatur, GA. He worked alongside the principal advisor, developing financial plans for clients and assisting in client service and communication.

Alex earned his Bachelor’s degree in Financial Planning from the University of Georgia. He passed the CFP® exam in November 2024 and is currently working on the experience hours to complete the designation.

In his free time, Alex enjoys playing guitar, spending time with family and friends, running, reading, and cheering on the Atlanta Falcons.

Ryan Nottage

December 9, 2022 by

Ryan joined Homrich Berg in January of 2022. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations. Ryan received his BBA in Finance from Valdosta State University.  He spent two years as a Financial Services Specialist at a credit union prior to joining HB.

In his free time he enjoys axe throwing, brewing his own beer, gaming, and exploring Atlanta.

 

Vlada Popsui

December 9, 2022 by

Vlada joined Homrich Berg’s Palm Beach office in June of 2022. She is responsible for supporting financial planners with client meeting preparation, meeting follow-up, account administration, and paperwork. She also manages the office and client reception area, which entails greeting clients, answering and routing calls, and helping with various executive administrative tasks. Additionally, Vlada assists with coordinating firm-wide employee events.

Vlada graduated with a B.A. in Translation & Interpreting from Taras Shevchenko National University of Kyiv, Ukraine. She enjoys spending her time in nature with her husband and Maltese dogs traveling, biking, diving, and boating. Vlada is a supporter of environmental initiatives and charitable organizations.

Evan Byers, CFA, CFP®, CAIA

December 9, 2022 by

Evan currently serves as a Principal in the firm’s HB Family Office & Institutional Services division. He offers clients more than 13 years of comprehensive wealth management experience, serving as an advisor to institutions, non-profit organizations, and high-net-worth individuals (including multi-generational family offices, corporate executives, and entrepreneurs). Prior to joining HB, Evan was an Investment Strategist for SunTrust Bank. In that role, he managed client portfolios for both ultra-high-net-worth individuals and institutional clients. Prior to this role, Evan served as an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.

Evan holds a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He is also a holder of the Chartered Financial Analyst designation, the Chartered Alternative Investment Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Evan maintains a volunteer position with InheritGA – The Georgia Trust for Historical Preservation and enjoys spending time participating in various financial literacy initiatives sponsored by the CFA Society of Atlanta. He lives with his wife (Paige), son (Baer), and their nine-year-old Goldendoodle (Jax) in Buckhead.

Lydia Knoll

April 18, 2024 by

Lydia joined Homrich Berg as an Associate within the Financial Planning team in April 2024. She assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.

Before joining HB, Lydia served as a Client Service Associate at Wealth Enhancement Group. She has experience in retirement planning services from her time at Cerity Partners.
Lydia received her B.S. in Economics with a minor in Peace, Justice & Conflict Studies from DePaul University.

She currently lives in Sandy Springs and enjoys traveling home to Minnesota to visit family and spending time with friends and her dog.

Garrett Mashburn

July 15, 2024 by

Garrett joined Homrich Berg as an Associate in June 2024. He works alongside HB advisors to support clients with their financial strategies.

Before joining HB, Garrett interned with Twickenham Advisors in Huntsville, AL with their Wealth Management division.

Garrett received his B.S. in Business Administration, majoring in Finance from Auburn University.

He enjoys spending time with family and friends. Growing up as an athlete, he now loves keeping up with stats, news, and the inner workings of professional and college sports—specifically the Boston Celtics and Red Sox, and all Auburn sports. He loves to run and workout as well.

Sean Cook

December 9, 2022 by

Sean Cook has served as an advisor and executive in wealth management for over 23 years.  He previously served as the Managing Partner and Chief Investment Officer at Cedar Rowe Partners (CRP) which later merged with Homrich Berg.  CRP grew five-fold under his leadership and was ranked as one of the top 300 independent wealth advisory firms in the US by the Financial Times in 2018.  Under his leadership, the firm developed and managed a proprietary hedge fund-of-funds, wealth simulation tools and customized reporting solutions for clients.  CRP also provided outsourced reporting and investment consulting service to peer advisors.  Sean served for four years on Schwab Institutional’ s Technology Operations and Service Advisor Board.

Sean has a highly varied professional services background.  Prior to his career in wealth management, he held management consulting roles with Deloitte Consulting and Index Consulting (later CSC Index), focusing in areas such as financial management, organizational design and business process innovation. At Deloitte, Sean was selected to the Manager’s Advisory Council which provided internal consulting advice to Deloitte’s chairman.  He also served as a strategy consultant for Cresap Consulting (now Towers Watson) and held programming and technology integration roles with Hewlett Packard and SMS Data Products, where he supported the Research and Statistics Department of the United States Federal Reserve.

Sean earned an MBA from the Tuck School of Business at Dartmouth College, and a Bachelor of Science degree in Business Administration from the University of South Carolina where he graduated magna cum laude with a dual major in finance and management science.  At Tuck, Sean was selected as one of six Tuck Tycoon’s and was elected as Tuck’s representative to the Dartmouth student government.  While at the University of South Carolina he was elected to membership in The Phi Beta Kappa Society, served on the Student Judicial Council and was honored as the school’s “Most Outstanding Business Student”.  Sean was an NCAA Division 1 scholarship athlete (soccer) and tutored fellow athletes in business courses.

Sean grew up in suburban Washington, DC and now resides in Johns Creek with his wife, Julia.  Their three children are now in college or have graduated.  He and Julia have been active members of Perimeter Church for 25 years.  Sean has previously served on the boards of Good Samaritan Health Clinic and Perimeter School of Ballet.  He enjoys endurance sports and has completed the Boston, Virgina Beach (Shamrock), and Washington DC (Marine Corps) marathons. He played rugby at Dartmouth.

Lauren Forster, CPA

December 9, 2022 by

Lauren Forster joined Homrich Berg in December 2019. Lauren is a financial planner working with high-net-worth individuals to achieve their financial goals. Lauren helps clients to be able to make better, more well-informed financial decisions. Lauren is versed in the areas of retirement and cash flow planning, asset allocation, estate planning, wealth transfer, and legacy planning.  Lauren spends time understanding client’s goals and objectives, analyzing their current situation, and providing observations, feedback, and education on areas for improvement.

Prior to joining HB, Lauren was a financial advisor for Cedar Rowe Partners. Before Cedar Rowe Partners, she spent seven years as a Wealth Planner at Wells Fargo Private Bank creating and implementing customized wealth plans for high-net-worth individuals and their families. Lauren also spent over two years as a senior tax accountant with Ernst & Young, LLP.

Lauren has her Bachelor’s and Master’s degrees in Accounting, with a specialization in taxation, from the University of Florida. Lauren holds her Certified Public Accountant license in Georgia.

Lauren enjoys a robust family life with her husband, Chad, and three children—Grant, Ben, and Isabelle.

Camryn Reddick

February 25, 2025 by

Camryn joined Homrich Berg in February 2025. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Camryn spent nearly three years with Children’s Healthcare of Atlanta, where she worked as a BACB-certified Registered Behavior Technician, teaching children with autism language and developmental learning skills. She earned her Bachelor’s degree in Psychology from Hampton University.

In her spare time, Camryn enjoys staying active through fitness, soccer, and hiking.

Saul Rodriguez

August 20, 2024 by

Saul joined Homrich Berg in July 2024 as a Specialist, Client Services Operations. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Prior to joining HB, Saul was a Wealth Support Specialist at Truist Wealth where he worked directly with clients and supported the relationship management team. He also was a Universal Banker at some local Truist branches in Buckhead and Brookhaven.
Saul graduated from the University of North Dakota with a B.B.A. in Marketing.
He lives in Buckhead and enjoys spending his free time cooking and traveling with friends. His favorite destination is Mexico City.

  • « Previous Page
  • 1
  • …
  • 13
  • 14
  • 15
  • 16
  • 17
  • …
  • 20
  • Next Page »

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure