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Jennifer Bachelor, CFP®

December 9, 2022 by

Jennifer is an experienced Senior Associate at Homrich Berg who began her career in 1999 at G.W. Henssler & Associates, an independent wealth management firm in Atlanta where she earned her CERTIFIED FINANCIAL PLANNER™ certification. In 2006, Jennifer joined Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. She is a graduate of Kennesaw State University where she earned her Bachelor of Business Administration in Finance as well as a degree in Marketing.

Jennifer lives in Acworth with her four dogs. She enjoys volunteering for Southeastern Greyhound Adoption and Road Trip Home Animal Rescue. She also loves to travel with her boyfriend.

Elyse Dawson, CMP, CPCE, DES

March 14, 2025 by

Elyse joined Homrich Berg in February 2025 as Senior Events Manager. In her role, she is responsible for designing, producing, and managing a wide range of events that support the company’s strategic goals, while delivering an exceptional experience for clients, partners, and stakeholders. She oversees all aspects of event execution and analysis while reimagining and innovating the types of events HB hosts.

Before joining HB, Elyse worked as Senior Manager of Corporate Events and Conference Centers at Invesco for 15 years. In this role, Elyse was responsible for producing meetings for the firm, ranging from employee morale, board meetings, client meetings, community, etc. In addition to producing events, she also managed the team responsible for producing meetings in the Invesco office. She held various leadership roles in the firm’s business resource groups, such as the Women’s Network, Black Professionals Network, and Working Families.

Elyse serves on the Board of Directors for Financial and Insurance Conference Professionals and is on the Advisory Board for the Georgia State University School of Hospitality.

Elyse graduated from Georgia State University with a Bachelor’s degree in Business Administration and a concentration in Hospitality. She holds multiple certifications, including Certified Meeting Professional (CMP), Certified Professional in Catering and Events (CPCE), and Digital Event Strategist (DES).

In her free time, Elyse enjoys walking trails with her littles, finding new coffee shops, and lounging with family.

Gavron Campbell, CFP®

December 9, 2022 by

Gavron joined Homrich Berg in July 2022 and is currently a Senior Associate in the HB Family Office practice. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB internal retirement planning team where she assists HB advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER™ certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.

Sean Hendler, CPA

December 9, 2022 by

Sean joined Homrich Berg in April 2013 in the HB Family Office group. In his current role, he oversees the alternative investment administration and reporting functions within the Operations group.

Before joining HB, Sean worked at Bain, Freibaum & Co., a CPA firm in the New Orleans area, specializing in taxation.

Sean graduated from the University of New Orleans with a bachelor’s degree in both Accounting and Business Administration. He completed his Master’s degree in Professional Accountancy at Georgia State University and is a licensed CPA.

Sean lives in Sandy Springs with his wife, Golda, and dog, Shosh. He is active in his community serving as the Men’s Club treasurer at Or Hadash and on the budget and finance committee of Ramah Darom. In his spare time, he enjoys live music, traveling, movies, and New Orleans Saints football.

April Jones

December 9, 2022 by

April joined Homrich Berg in 2008 and is currently a Senior Manager with the firm. In this role, she oversees the day-to-day operations of the office, managing a team of Administrative Specialists to ensure smooth office relations and efficient business operations. While April has extensive experience in event management, having led the planning and execution of client events for over 15 years, she now focuses on optimizing internal processes and fostering a collaborative office environment. Her problem-solving skills and adaptability continue to be valuable assets in both office management and team leadership.

April holds a bachelor’s degree from Virginia Commonwealth University and is a member of the VCU Atlanta Alumni Chapter. She graduated from the HB EMERGE Leadership Program in 2023, a program designed to provide leadership training and empower individuals to become successful leaders. She has been a member of the Junior League of Atlanta and served on the Executive Committee of the American Diabetes Association Atlanta Step Out Walk for several years. Additionally, April was an ambassador for the Georgia Alliance of Early Education for Ready Students (GEEARS), advocating for the importance of quality-rated early childhood education in the metro Atlanta area.

In her free time, April enjoys spending quality time with her family and attending concerts.

Sarah Hipp Hauptman

December 9, 2022 by

Sarah Hauptman is the Managing Director, Private Real Estate at HB. Most recently, she was Senior Vice President at Iron Tree Capital Partners in Atlanta, GA, where she managed a portfolio of industrial properties and worked on new business initiatives.  Prior to that, she was a Vice President at Banner Oak Capital Partners in Dallas, TX, where she oversaw the expansion of investments with new operating partners across all commercial real estate asset classes. Previously, Sarah was Director of Investment Management at Compatriot Capital, focusing on originating and managing investments in best-in-class real estate operating companies. Earlier in her career, she worked at E2M Partners, a real estate fund manager that provided JV limited partner equity for single-asset investments.

Sarah graduated Summa Cum Laude with a B.A. from Georgetown University with a major in both Economics and Mathematics.

Connor Carlis, CPA, CFP®

December 9, 2022 by

Connor joined Homrich Berg in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently a Senior Associate with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

Krista Koch

December 9, 2022 by

Krista joined Homrich Berg in 2004 and serves as a Senior Manager for Fund Administration in the firm’s investment department. She manages the day-to-day accounting and administrative workflows for several internal fund of funds Krista is responsible for reviewing and maintaining records of investment transactions, managing and disseminating investor communications, as well as coordinating any regulatory filings. She also assists with valuations for HB’s internal partnerships and is a member of the Private Alternatives Committee, overseeing procedures to further institutionalize the alternative investments process.

In her free time, she enjoys spending time with her family and friends and living Intown.

Ryan Best, CFP®

October 28, 2024 by

Ryan joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He works with ultra-high-net-worth families to help manage their complex financial needs. Ryan brings over 23 years of wealth management experience to his clients, serving as lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Ryan served as a Managing Director at Truist Wealth for over 13 years. Before Truist, he was a Wealth Advisor at Wells Fargo Private Bank for over 10 years, leading client relationships to help deliver a comprehensive suite of wealth management services. Ryan brings a wide range of expertise to HB, ranging from family office management, financial planning, estate and charitable planning, risk management, and family governance.

Ryan received his undergraduate degree from The University of South Florida School of Business with a B.S. in Marketing and a minor in Economics. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys golfing, fishing, surfing, and traveling with his wife and two young daughters.

Kathy Malkowski

December 9, 2022 by

Kathy joined Homrich Berg in 2022 and serves as the firm’s Executive Recruiter.  Kathy has lived in the Atlanta area for 17 years and received her Bachelor’s degree in Psychology and a minor in Business Administration from DePauw University.  Kathy is a results-oriented Talent Acquisition professional with over 17 years’ experience and a proven track record of success, focused on building relationships and positive rapport with internal and external clients at all levels.

In her free time, Kathy enjoys spending time with her family and traveling.

Kelsey Waite

December 9, 2022 by

Kelsey joined Homrich Berg in August 2014 and is currently a Senior Manager within Client Service Operations. She works with the client service teams to assist with fulfilling client needs, money movement, account paperwork, and meeting preparations. Kelsey is also on the Women’s Leadership Network at HB.

Before working at HB, Kelsey worked at PNC Bank as a Universal Branch Consultant assisting clients with their personal banking needs while working with a team of bank partners.

Kelsey enjoys volunteering in the community and spending time with family and friends. She is also a world traveler and an avid Detroit Lions fan.

Benjamin DePalmo

October 28, 2024 by

Benjamin joined Homrich Berg in September 2024 as a Senior Associate in the HB Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.

He enjoys traveling, playing the guitar, and spending time with family and friends.

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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

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Client Experience
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