Garrett Owen, CPA, CFP®

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Garrett joined Homrich Berg as an Associate within the Financial Planning team in January 2024. He helps families gain confidence in navigating their financial decisions by assisting in developing their comprehensive financial and investment strategies.

Before joining HB, Garrett worked for two years with Grant Thornton LLP in Atlanta. During his public accounting career, he served corporations by calculating and consulting them on their tax expenses and liabilities.

Garrett received his Master of Professional Accountancy from Georgia State University and graduated from Georgia College & State University with a B.S. in accounting. He is a member of The American Institute of Certified Public Accountants and is a CERTIFIED FINANCIAL PLANNER™ professional.

An active member of the community, Garrett serves as a youth volunteer leader at his church, Trinity Westside. He and his wife actively participate in nonprofit organizations such as the Westside Future Fund.

Garrett currently lives around the upper west side of Atlanta with his wife. He enjoys outdoor activities (e.g., hiking, fishing, camping), watching and playing sports (specifically the Georgia Bulldogs), and spending time with family and friends.

Bonnie Holland

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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.

Stephanie Warner

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Stephanie joined Homrich Berg in November 2023 as a Specialist within Client Service Operations. She works with the HB Family Office client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Stephanie worked for Keller Williams Realty in a dual role as a Real Estate Consultant and Listing Manager. She graduated with a B.A. in Communications from Georgia College & State University.

Stephanie is an Atlanta native and lives with her three children and dog Rosie. In her free time, she enjoys traveling, cooking, spending time with family, and working out with friends before the sun comes up.

Matthew Sanders

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Matt joined HB Wealth in January 2025 after working with WMS Partners for two years. He focuses on research and due diligence for domestic and international equities. He covers ETF and mutual fund investments in addition to helping run HB’s multi-strategy hedge fund of funds, Peachtree Alternative Strategies.

While at WMS Partners, Matt covered the ETFs, mutual fund investments, and Private Real Estate investments.

Matt earned his Bachelor’s degree in Economics and Data Analysis and went on to receive his Master’s in Finance from the Johns Hopkins Carey School of Business. Matt is currently a CFA Level 2 Candidate.

In his spare time, Matt enjoys sports, traveling, and spending time with family and friends.

Joanna Irwin

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Joanna joined Homrich Berg as Chief Marketing Officer in 2024. In this role, she is responsible for developing and leading the firm’s marketing strategy, focused on fueling strategic growth through brand building and digital marketing.

Before joining HB, Joanna served as the Global Chief Marketing Officer for Randstad, the world’s largest talent company, from 2017 to 2023. Prior to that, she spent 10 years at Invesco, one of the world’s leading global investment management firms, where she was Chief Marketing Officer, North America. Before Invesco, she was Vice President with Merrill Lynch, where she served in marketing, e-commerce, and product leadership roles.

Joanna serves on the Metro Atlanta Chamber of Commerce CMO Advisory Board, the Georgia State University Marketing Roundtable, the American Marketing Association Atlanta Chapter Advisory Board, and the Breakthrough T1D (formerly JDRF) Georgia Board. She previously served on the Board for the Professional Association for Investment Communication Resources. Joanna is an Advocate with OnBoard and an active mentor to future women leaders.

She is a cum laude and Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill, where she earned a BA degree in psychology and radio, television, and motion pictures.

Joanna enjoys walking in her neighborhood, attending live music events, and spending time with her husband and two children.

Dhruv Patel

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Dhruv joined Homrich Berg as an Associate in July 2023 after an internship with HB in 2022.

He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.

Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.

Zach Pearson

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Zach joined Homrich Berg as an Associate in January 2024 working with our team in Augusta, GA. In his current role, he is a client-facing advisor assisting HB Principals in developing comprehensive financial strategies and building long-term relationships as they look to achieve their financial goals.

Before joining HB, Zach worked with the lawyer rankings company, Best Lawyers. In his 10 years with the company, he oversaw areas ranging from account-based marketing communications to strategic partnerships across the world.

Zach received his B.S. in Business Economics from the University of South Florida.
He currently lives in North Augusta, SC with his wife and young family where he enjoys playing music and spending time with family and friends.

Todd Reinhardt

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Todd joined Homrich Berg in March 2025 as an Associate with the Financial Planning team. He assists in developing and implementing tailored investment strategies and financial plans for clients.

Before joining HB, Todd worked as an Associate Vice President at Preferred Capital Securities with a focus on alternative investments.

Todd earned his Bachelor’s degree in Finance with a minor in Sports Management from the University of Georgia.

Adam Shealy, CFA

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Adam joined HB in June 2015 and is currently Director, Fixed Income within the Investment department, managing the trading and portfolio management for individual bond strategies, as well as research and due diligence for external fixed income managers.

Adam earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute. Before joining HB, he worked as a Platinum Executive Services Specialist with E*Trade Securities.

Adam lives in East Cobb with his wife, Christine, two kids, Graham and Sutton, and he enjoys golf and powerlifting in his spare time.

Sumayyah Wiggins

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Sumayyah joined Homrich Berg’s Family Office practice in February 2023. Prior to joining HB, she worked in the mortgage industry. She is experienced with serving clients with the upmost care and quality. Sumayyah earned her BA in Psychology with a minor in Economics from Cal Poly Humboldt in 2016. She went on to obtain her MBA from Sacramento State University in 2021.

In her spare time she enjoys watching movies, spending time with family and friends, and trying new restaurants.

Dave Kochamba, CFP®

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Dave joined Homrich Berg in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Principal of the firm and currently serves a diverse client base consisting of working professionals, retirees, and corporate executives.

Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional.

He is engaged in the local community and served as the co-chair of the Trinity Early Learning Center Parents’ Council, volunteered as a Smyrna T-Ball assistant coach, and led Sunday school at Peachtree Presbyterian Church’s Children’s Program. He is active in alumni relations with Clemson University’s chapter of the Phi Delta Theta Fraternity and coordinates their annual golf outing of 100 players on alumni weekend each fall.

Dave enjoys playing golf, attending Clemson football games, following the Atlanta Braves, and spending time with his family at the beach.

Keaton Roberson

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Keaton joined Homrich Berg as an Associate in March 2025. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.

Prior to joining HB, Keaton spent several years in corporate finance, including roles at leading retailers such as The Home Depot and Harbor Freight Tools. He graduated cum laude from Georgia Southern University with a Bachelor of Business Administration in Finance.

Keaton resides in Reynoldstown. In his spare time, he enjoys traveling, spending time with friends and family, staying active through golf and pickleball, and cheering on the Georgia Southern Eagles football team.