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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.

Ryan Lefler, MBA

December 9, 2022 by

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.

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.

 

Nichelle Dalyrimple

December 9, 2022 by

Nichelle joined Homrich Berg in 2006 and serves as Director in the firm’s operations department. She is responsible for overseeing the Complex Transactions Team and Client Service Operations Managers who support Client Service Teams by monitoring and processing custody-related events for HB clients. Nichelle has over 17 years of financial operations experience.

Nichelle holds a bachelor’s degree in business management and is a 2023 graduate of the HB EMERGE Leadership Program, which provides leadership training and empowers individuals to be successful leaders.

In her free time, Nichelle enjoys spending time with her family and photography.

Riley Groves

September 6, 2024 by

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.

Jeannie Heerlein

December 9, 2022 by

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.

Michael A. Woocher, CFP®, J.D.

April 1, 2024 by

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.

 

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

December 9, 2022 by

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.

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.

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.

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.

Bonnie Holland

December 9, 2022 by

Bonnie Holland joined Homrich Berg in 1997 during the formative years of the firm and has 20 years’ experience working at a wealth management company.  She has been a witness to the amazing growth of the firm which is testament of the quality of service we provide and the level of trust our clients place with us.

She is the Operations Director to a dedicated team that is responsible for the firms’ institutional processes such as portfolio management reporting, billing, tracking clients’ investments in private alternatives, securities trading and anything related to our client’s brokerage accounts.  She manages the operations team to ensure individual growth as well as facilitates relationships for the team with other departments by providing optimal customer service.  She leads by being an active member of various firm wide committees including our Client Leadership Committee.

Prior to moving to Atlanta, she lived in Northern Virginia/Washington DC suburb where she was manager of an independent book and record store while taking classes at Virginia Commonwealth University.  She spent her time before that as an army brat moving to a different state or country every three years.

Bonnie lives in Decatur with her husband Larry Holland who is active in the art community, two daughters and their pets.  In her free time, she loves to read as well as travel with her family to as many different countries as she can.

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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
Greenville

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About Us
  • History
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Meet the Team
  • Principals / Directors
  • Associates
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  • Client Care/Operations/HR
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  • Service Levels and Costs
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  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
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  • Deep Expertise
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  • How To Select An Advisor
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