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Syeda joined HB in March of 2021. She spent the past five years as a Sr. Enrollment Services Specialist at Georgia State University. Before that, she was in banking for a number of years with PNC Bank and CDC Federal Credit Union. She attended Kennesaw State University where she received a Bachelor of Science Degree.
Syeda is originally from Queens, New York. In her spare time, she enjoys spending time with friends and family.
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Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office division, Abbey serves as our Family Wealth Strategist applying the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.
As a Shareholder in her previous firm, Abbey earned many awards for her work, but she takes the most pride in her ability to uniquely engage with her clients, listen to and empathize with their individual needs, and translate discussions into a meaningful plan that is representative of her clients’ personal wishes, family and tax-oriented goals and best interests.
Abbey enjoys educating others about topics relevant to their lives, and both writes and lectures on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, planning for aging and longevity, planning for modern family structures and the interplay of family law and estate planning.
A native New Yorker, Abbey holds a Bachelor of Arts, Summa Cum Laude, from Arizona State University, a Juris Doctorate (J.D.) from the University of Miami School of Law, and a Masters of Law (LL.M.) in Taxation, with honors, from the University of Alabama School of Law. Abbey is a member of the American, Georgia and Atlanta Bar Associations. She is also a member of the Atlanta Estate Planning Council, for which she served as a Board Member, chairs the Children’s Healthcare of Atlanta Legacy Advisor Council, co-chairs the Advisory Council for Jewish Home Life Communities, and serves on the Planned Giving Committee for Pace Academy and on the Board of the Jewish Federation of Greater Atlanta.
Abbey lives in Buckhead with her son, Jack, daughter, Ryan, and love of her life, Matt.
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Bryan joined Homrich Berg in April 2023 as a Senior Associate on the Financial Planning team.
Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.
He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.
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Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.
Prior to joining Homrich Berg, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.
Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present) and also holds the Certified Public Accountant designation. Isaac is a CERTIFIED FINANCIAL PLANNER™ professional.
Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.
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Samuel joined Homrich Berg in November 2023 as a Senior Associate with the HB Family Office in Palm Beach Gardens. He specializes in guiding Family Office clients through the intricacies of their financial planning, offering tailored solutions to meet their diverse and complex needs.
He brings seven years of valuable experience from the SEI Private Wealth Management division in Oaks, PA where he was an Account Manager who oversaw the daily responsibilities and aided in providing advice to ultra-high-net-worth families.
He is a proud alumnus of Bucknell University, where he received a bachelor’s degree in biology with a minor in economics. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Originally from Philadelphia, and now residing in South Florida, Samuel enjoys various activities. He cherishes moments spent playing golf alongside his family, pickleball matches with friends, passionately supporting Philly sports teams, and the thrill of shark tooth hunting on the beach with his wife, Zina.
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Garrett joined Homrich Berg in May of 2022. Prior to HB, he worked for a Healthcare Tech Company, Phreesia. He earned his Bachelor of Arts from Sewanee: The University of the South, where he majored in Political Science and received minors in Business and Economics. Garrett is a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys golf, pickleball, and grilling out with family and friends in his free time.
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Edwin joined Homrich Berg in May 2021 after working for six years at another Atlanta-based advisor. Before working in wealth management, he served in the United States Marines Corps, and most recently as an Infantry Squad Leader.
He attended the University of North Georgia, where he graduated with a Bachelor of Business Administration with a concentration in Finance. Edwin successfully completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2019 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Edwin lives in Alpharetta with his wife, Amanda. In his spare time, he enjoys watching UGA football, traveling, and spending time with friends and family.
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Travis joined Homrich Berg as Chief Compliance Officer in 2022 and has worked in Wealth Management since 2005. Prior to joining Homrich Berg, he served as Chief Compliance Officer for Gratus Capital. He is responsible for the compliance program and all regulatory compliance matters for the firm.
Travis holds a BS degree in Finance from the University of Tennessee and lives in southwest Atlanta with his dog, Charlie. In his spare time, he enjoys playing tennis, world travel, running and long Beltline walks with Charlie.
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Lainey joined Homrich Berg in 2008 and is a Director within Client Service Operations. She has worked for many years with complex clients in the HB Family Office department and oversees day-to-day cash movements, bill pay, custodial and private equity paperwork, household staffing, private foundation accounting, and investment reporting. Lainey has worked in many departments at HB and served on a variety of committees.
Lainey is an avid tennis player, gardener, and Children’s Healthcare of Atlanta supporter. As a member of the Ashford Park Friends of CHOA organization, she decorates mailboxes during the holiday season and served as the silent auction chair for the 2016 Boots and Bluegrass Fundraiser. Lainey is an active member of Peachtree Road United Methodist Church and lives in Brookhaven with her husband, Ryan, and their two daughters.
Lainey graduated with a B.A. in Management from the Georgia Institute of Technology in 2004. She also holds a certificate in Coaching Effectively and in Better Business Writing from Emory University and a Financial Paraplanner Certificate from The American College.
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Jarrod is a tenured advisor who fosters confidence in your financial freedom. He believes that your advisor relationship shouldn’t be transactional; finances are deeply personal, so he takes care to offer a holistic approach tailored to your current situation and long-term goals. Jarrod and his team specialize in keeping complex situations digestible and discussions conversational. With a decade of expertise, he has advised a wide breadth of client relationships, including experience supporting clients who are widowed, newly divorced, of blended families, or who have family members with disabilities.
Jarrod joined Homrich Berg in January 2016. He attended Virginia Tech, where he earned his Bachelor’s in Applied Economic Management with a focus in Financial Planning and a minor in Business. Formerly a member of the Financial Planning Association of Georgia Board of Directors, he is a CERTIFIED FINANCIAL PLANNER™ professional and a certified Behavioral Financial Advisor™.
In his free time, Jarrod enjoys writing and playing music as a proud college a cappella alumni, playing golf and tennis, reading history novels, and increasing his indoor and outdoor plant collection. When he’s out of office, you’ll likely find Jarrod exploring vineyards around the world with his wife as they expand their wine collection (and hopefully pursue the Certified Sommelier designation).
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Sean joined Homrich Berg in 2022 after working with Oakbridge Partners since 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. He received his Bachelor’s of Science in Psychology from Davidson College and his MBA from Queens University of Charlotte.
A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently plays for an adult league team in Atlanta. He and his wife Claire live in Decatur, GA with their two children and black lab.
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Greg joined Homrich Berg in June 2015 after relocating from Southwest Michigan. Before joining HB, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.
Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.
Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.
