Mike Landsberg, CPA, CFP®, CPWA, PFS

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Mike joined Homrich Berg in early 2013 and is a Principal of the firm. He works with a wide range of high-net-worth clients, specializing in sophisticated investments, tax planning, estate planning, and philanthropy. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL.

Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Master of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® designee, a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.

Mike serves as a member of both the American Institute of Certified Public Accountants – Personal Financial Planning Division (AICPA PFP) and the Georgia Society of CPAs. He sits on the board of Ur Worth It! as Finance Chair and was selected to the AICPA PFP Executive Leadership Committee. He also volunteers as a Financial Coach for the Catholic Charities of Atlanta.

Mike resides in Buckhead with his wife, Mina, and their sons, Oliver and Oscar. In his spare time, he enjoys golf, traveling, visiting with family, and watching Notre Dame football games.

Fitz Smoak, CFA, CAIA

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Fitz joined Homrich Berg in February 2022 and is currently a Senior Investment Analyst. He specializes in underwriting and monitoring the firm’s investments in private equity and private debt funds. He also works closely with the HB Family Office to underwrite direct private investments in debt and equity.

Before HB, Fitz worked in the Analytics division of Nasdaq covering hedge funds. He is both a CFA and CAIA charterholder and a member of the CFA Society and CAIA Chapter of Atlanta. He graduated from Georgia Southern University with a degree in Finance and a minor in Economics.

Fitz grew up in Brookhaven and now lives in Buckhead. In his free time, he enjoys fly fishing and golf.

Patrick McGonigle, CFP®, MPAS®

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Patrick joined Homrich Berg in 2014 and is a Principal of the firm, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments, charitable planning, and income tax planning. Patrick implements personalized investment strategies, incorporating private placement investments, equity derivatives, and fixed-income strategies into clients’ portfolios when appropriate.

In addition to ongoing client work, Patrick leads the firm’s Property/Casualty Insurance practice groups and previously served as a subject matter expert within the firm for Medicare and Health Insurance.

Before joining HB, Patrick worked for two independent financial planning firms developing customized financial plans, preparing income tax returns, and handling estate planning and administration issues for high-net-worth families. He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™ professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS®) designation, a graduate-level credential focused on research-based applications for current practitioners.

Patrick is a member of the Financial Planning Association (FPA) and has volunteered with the CFP® Board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.

Jeff Rosengarten, CFP®

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Jeff joined Homrich Berg in 2011 after interning with the firm.

Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff also serves on the board of the Atlanta Tax Forum and recently served on the University of Georgia Financial Planning Alumni Board.

Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.

Amy Hanson, MBA

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Amy joined Homrich Berg as Director of Marketing & Communication in May 2022. In this role, she is responsible for enhancing and executing HB’s overall marketing strategy with the CMO. This includes but is not limited to, brand awareness in HB’s footprint, creation and dissemination of all internal and external communications, digital marketing approach, managing content and collateral creation, and maintaining relationships with agencies. Amy works closely with the Events Manager, Compliance/Risk department, and advisors.

Before working at HB, Amy worked at Truist Wealth as a Client Marketing Manager supporting the ultra-high-net worth, family governance and education, and business transition lines of businesses. Before this role, Amy was an Investment Communications Manager with SunTrust Bank and GenSpring Family Offices where she was responsible for creating and distributing all investment-related communications. She started her career with John W. Henry & Company, Inc., an Alternative Investment Manager, as a Marketing Manager, and Senior Investment Analyst handling all aspects of marketing, communications, business development, reconciliation, audits, and compliance responsibilities. Other prior experience includes Marketing and Sales Support Specialist for Compass iTech, LLC, and Business Development Associate for Nordis Direct. Amy has been in the financial services industry for over 25 years.

Amy holds a bachelor’s degree from Point Park University and a master’s degree in Marketing from Lynn University.

She is a member of the Junior League of the Palm Beaches and sits on the Donor Relations Committee. She was previously a member of the Junior League of Boca Raton and was co-chair of the 2021 50th Anniversary Committee. She enjoys traveling, live music, Orangetheory, and spending time with family and friends.

Gene Brooks, CFP®

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Gene is a Principal and Team Lead in the firm’s HB Family Office group. He has 11 years of experience serving high-net-worth individuals, families, and foundations, 10 of which have been with Homrich Berg. He advises clients on all aspects of their financial plans but has a particular interest in complex estate planning.

Gene graduated from the Georgia Institute of Technology’s Scheller College of Business with Highest Honors and earned a Bachelor of Business Administration with a concentration in Finance and a certificate in Marketing. He is a CERTIFIED FINANCIAL PLANNER™ professional.

A native Atlantan, Gene lives in Brookhaven with his wife (Becca), young son (Gene IV), daughter (Vivian), and Labradoodle (Hamilton). In his spare time, he enjoys golfing, attending Georgia Tech games, traveling, and fly fishing.

Julian Davis, CPA, CFP®

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Julian joined Homrich Berg in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.

Previously, he spent five years with EY in Atlanta. There he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.

Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.

Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.

In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.

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Margo Bryk

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Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment and tax issues to long-term projections and estate analysis. She began her career with the financial services group of American Express providing financial planning and investment advice to individuals. Upon relocating to Atlanta in 1994, she worked at Creative Financial Group as a planning assistant for 14 years.

Margo received a Bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. Away from work, she enjoys playing tennis, is an avid reader, and is a devoted fan of the Atlanta Braves. She and her husband (Eric) have three children.

John Bochniak, CFP®, CPA, PFS

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John is a Principal at the firm who is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.

Prior to joining Homrich Berg, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.

Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.

Cambria Russell, CRPC®

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Cambria joined Homrich Berg as an Associate in January 2025. She assists in developing comprehensive financial and investment strategies for families and individuals.

Before joining HB, Cambria served as client service manager for CIBC Family Office, where she provided comprehensive client service and account administration for high-net-worth individuals, families, and foundations. Additionally, she was a practice manager at Lincoln Financial Advisor’s, where she supported a team of five financial planners, managed business operations, and completed client financial planning analysis. Prior to her time at Lincoln, she served as a client service coordinator at Ameriprise Advisory.

Cambria earned a Bachelor’s degree in Music Business Management from Berklee College of Music and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.

In her spare time during the winter season, Cambria is an avid snowboarder. She also enjoys attending local live music performances.

Robin Aiken, CFP®

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Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Principal who joined Homrich Berg in 2005 after working with an independent financial planning firm for eight years. She has over 25 years of wealth management experience. She uses her expertise and knowledge to help individuals and families achieve their financial goals. A graduate of the Charitable Estate Planning Institute and the Atlanta Philanthropic Advisor Leadership Institute, Robin is a leader of the firm’s charitable planning practice.

Robin is actively involved in the Atlanta community, especially in the areas of greenspace and the arts where she has served on numerous boards. She has also served as a Co-Chair of the Landmark Luncheon, the largest fundraising event for the Piedmont Park Conservancy.

Robin became a sustaining member of the Junior League of Atlanta after spending several years volunteering to help the League raise money and/or improve the services offered by numerous local community organizations.  As a sustaining member, Robin served as a Trustee of the Junior League of Atlanta’s Endowment Fund.

Robin holds a Bachelor of Arts degree from the University of the South, Sewanee, and is a CERTIFIED FINANCIAL PLANNER™ professional.

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Andy Berg

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Andy is co-founder and chairman of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict-free financial planning and investment advice. He developed HB’s model for serving clients’ wealth management needs on a fee-only basis. Andy offers his diverse clientele hands-on counsel. His expertise spans the wealth management profession and includes financial and estate planning, taxation, and investment strategy.

Andy’s leadership extends beyond the office. Andy serves on the board of directors for the following: Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Atlanta Police Foundation, the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Buckhead Coalition, the Woodruff Arts Center Board of Trustees, Cherokee Town & Country Club and the Dean’s Advisory Council Purdue School of Business.

He has been a contributor to the financial media and been profiled in Financial Planning magazine. Andy has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, Investment News, Financial Advisor, and Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs, and news features throughout the Southeast.

Andy was named a Most Admired CEO in 2017 by the Atlanta Business Chronicle. He has also been recognized as Wealth Management’s CEO of the Year finalist in 2019, Forbes Top 250 Wealth Advisors 2016-2019 and Best-In-State Wealth Advisors from 2018-2022, Atlanta Magazine 500 Most Powerful Leaders 2020-2024, and Barron’s Top Independent Advisor from 2008-2019 and Hall of Fame Advisor in 2019.  Andy was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.

He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.

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