Vanessa Rodriguez

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Vanessa joined Homrich Berg in July 2023. She works with the client service operations team to assist with money movement, account paperwork, and meeting preparation. Before joining HB, she worked for Palmat Drywall, LLC as a financial services professional.

Vanessa received her AS in Psychology from Georgia State University – Perimeter College and graduated summa cum laude in May 2020. She received her BS in Psychology from Oglethorpe University in May 2022 and received a presidential scholarship for her outstanding academic performance.

In her free time, she enjoys discovering new restaurants, traveling, going to the gym, making artwork, and spending time with her loved ones and her cat Benito.

Naomi Rosales

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Naomi joined Homrich Berg in March 2025 as a Recruiting Coordinator. In her role, she implements key talent acquisition strategies by assisting with all stages of the recruitment process. She supports efficient, seamless, and effective hiring and onboarding practices, while promoting the company’s reputation as an employer of choice.

Before joining HB, Naomi worked as a Recruiting Coordinator at Opendoor for over 2 years. She received her B.A. from Georgia Gwinnett College.

In her free time, Naomi enjoys reading and drinking iced lattes.

Tara Sack

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Tara 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, Tara worked in the healthcare staffing industry for five years as a Clinician Deployment Specialist.

Tara graduated summa cum laude from the honors program at the business school at Georgia State University with a B.B.A. in Marketing.

She currently lives in Brookhaven and enjoys traveling, cooking, and spending time with friends and family.

Kelsey Stone, CFP®

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Kelsey joined Homrich Berg in 2014 and is currently a Director. She enjoys working with clients on identifying and prioritizing their financial goals, as well as providing advice on retirement, income and estate planning, risk management, and investments.

In addition to her role as an advisor, Kelsey serves as Homrich Berg’s philanthropy chair. She leads a team that plans opportunities for employees to give back to their local communities.

Kelsey has a Bachelor of Arts degree in Communications from the University of Georgia. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kelsey lives in Roswell with her husband, John, and their three young daughters. In her spare time, Kelsey enjoys participating in her kids’ activities, volunteering at her church, and attending UGA football games.

Randee Senseney

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Randee Senseney joined Homrich Berg in December of 2016. She is responsible for greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks. She also assists with coordinating firm-wide employee events.

Randee lives in Marietta. In her free time, she enjoys being involved in the ministries of her church, sewing, and reading. Her favorite pastime is enjoying her children and grandchildren.

Nichelle Dalyrimple

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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.

Ada Smedley

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Ada joined Homrich Berg in 2022 after working with Oakbridge Partners since 2020. She has experience in education administration and earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Decatur and enjoys reading, swing dancing, and spending time with her family.

Zach Ruchman

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Zach joined HB Wealth in 2025 as a Principal after working with WMS Partners since 2023. In his role as Managing Director, Private Markets, Zach leads the team responsible for research and due diligence of private market investment opportunities across a variety of asset classes, including private equity, growth equity, venture capital, private credit, infrastructure, and real assets.

Before joining HB, Zach was a Senior Vice President at RockCreek and a Vice President at BlackRock, where he led direct co-investment transactions as well as manager research for both primary and secondary commitments in the Americas, Europe, and Asia on behalf of both institutional and family office clients. He began his career as a consultant with Alvarez & Marsal.

In the community, Zach serves as a member of the finance committee for the Howard and Geraldine Polinger Family Foundation.

Zach earned a Bachelor of Arts degree from Princeton University and a Master of Business Administration from the University of Virginia Darden School of Business, where he was a Jefferson Fellow. Zach lived in Amman, Jordan, for a year, where he was a Fulbright Fellow at Jordan Applied University.

Courtney Stephens

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Courtney joined Homrich Berg in July 2023. She works with the client service teams within the HB Family Office practice. She assists with money movement, account paperwork, and meeting preparations.

Prior to working at HB, Courtney was a Client Service Associate at Haber Investment Counsel, which was acquired by New Republic Partners, servicing HNW families and their custodial needs. She was also a former Client Service Associate at RFP Financial working with clients and assisting with administrative tasks. She graduated from the University of Georgia in 2020 with a B.S. in Financial Planning.

Courtney currently lives in West Midtown with her boyfriend and two cats. She enjoys reading, spending time with friends, and walking the beltline.

Felicia M. Stringer

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Felicia joined HB in December 2024 as a Specialist in Client Service Operations within the HB Family Office division. In her role, she assists advisors with money movement, reconciliation, management, paperwork, and new client onboarding. She also helps with meeting preparation and follow-up, as well as private alternative investments and tax document coordination.

Before joining HB, Felicia most recently served as Branch Leader for Truist, assisting clients with their financial needs and providing exceptional customer service. She was responsible for the day-to-day operations of the branch and managed staffing, risk and compliance, financial goals and sales, client complaints, and more.

She received her Associate’s degree from Palm Beach State College and her Bachelor’s degree in Early Childcare and Education from Florida Atlantic University.

In her free time, Felicia enjoys spending time with family and friends, watching movies, and shopping.

Brandon Taylor

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Brandon joined Homrich Berg in March 2025 and serves as a Specialist in Client Service Operations. He assists with money movements, custodian account requests, and preparations with client meetings.

Prior to HB, he spent five years with LGE Community Credit Union. Initially serving members as a Financial Solutions Specialist, he then moved on to serve employees as an IT Specialist in the IT Department.

Brandon earned his Bachelor’s degree in Business Administration with a concentration in Management from Kennesaw State University.

In his spare time, Brandon enjoys playing the guitar and bass, spending time with family, and running.

Grayson Turnbull

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Grayson joined Homrich Berg in July 2024 as a Specialist in Client Service Operations. He works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Grayson spent three years at IDR staffing in Sales and Recruiting. He previously worked in the Guest Services Department for the Atlanta Braves.
Grayson received his B.A. in Business Management from Kennesaw State University.

He lives in Decatur and in his free time enjoys BBQing and watching football and baseball.