Melissa A. Baron

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Melissa joined Homrich Berg in September 2024 as a Senior Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Melissa served most recently as a Sr. Wealth Support Specialist, Assistant Vice President with Truist Bank. She brings a wide range of expertise to the firm, ranging from managing a portfolio of ultra-high-net-worth clients and their families to providing comprehensive client and advisory support to specialty-specific activities and banking solutions. Melissa started her banking career with SunTrust (now Truist) in 2010. During her time with SunTrust she led a sales team, focusing on talent development and achieving business goals. Her leadership and client management skills were recognized with multiple SunTrust/Truist Performance Excellence Awards (2011, 2012, 2014-2015, 2023). Melissa’s work at Truist highlights her ability to handle complex tasks, train staff, and maintain a high level of client satisfaction.

Melissa is NMLS registered and a previous bank officer with Truist Bank.

She enjoys traveling, especially to the Caribbean with her partner. Melissa stays active with her twin sons, engaging in activities like spending time at the beach, trampoline parks, and the movies. Originally from Long Island, NY, she moved to Florida at 18 and has made it her home for over 20 years.

Katie Bigley

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Katie joined Homrich Berg in 2010 after moving to the area from Charleston, South Carolina. She graduated from the College of Charleston with a degree in Corporate Communication. Katherine serves as a Senior Operations Specialist assisting the Client Service Team with account set up and maintenance, alternative investment paperwork, and money movement. Katie is a member of Virginia Highland Church, Junior League of Atlanta and serves as the Event Coordinator for the College of Charleston Atlanta Alumni Chapter.

In her free time, Katie enjoys exploring Atlanta, reading, spending time with her family and friends, and going to concerts.

Jonathan Morgan

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Jonathan joined Homrich Berg in July 2024 as an Investment Analyst. His focus within the investment department is on real estate.

He graduated from the University of Virginia with a B.A. in Economics with a minor in Real Estate.

Jonathan currently lives in Virginia Highlands and enjoys spending time with family and friends.

Demi Olatunbosun, CFP®

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Demi joined Homrich Berg in October 2022 after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.

Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her spare time, she enjoys traveling and spending time with her family.

Mitchell Phillips, CFP®

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Mitchell joined Homrich Berg in 2022. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients. Mitchell began his career in financial services at Truist Wealth in Charlotte, NC, and later moved back to his hometown to join Atlanta Financial Associates, an independent RIA. A passion for the fee-only model of client service led him to join HB.

Mitchell has over six years of experience providing guidance in investment allocation and strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.

Mitchell is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a B.B.A. in Finance from the University of Georgia Terry College of Business.

In his free time, Mitchell enjoys playing golf, listening to music decades older than himself, spending time at the lake, and watching the Georgia Bulldogs play football. He resides in Dunwoody, Georgia.

William Cohen, Esq., J.D., LL.M.

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Bill joined Homrich Berg in 2022 when Oakbridge Partners, one of Atlanta’s oldest independent wealth management firms, merged into HB. Bill had served as President of Oakbridge, was a member of the firm’s Investment Committee, and served as its Chief Compliance Officer for eight years. He is a former attorney with substantial experience in the areas of taxation, estate planning, corporate finance, and executive compensation.

Before joining Oakbridge Partners, Bill was an Executive Officer in a firm that developed web-based platforms used by financial institutions to deliver executive compensation and charitable giving solutions to their clients. He also served as the Financial Operations Officer (FINOP) of its affiliated Broker Dealer. Before that, Bill headed the transactional practice group of the Atlanta office of a national law firm and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years.

Bill received his Bachelor of Science degree and Juris Doctorate from Florida State University with honors and received his Master of Law in Taxation from the College of William and Mary’s Marshall-Wythe School of Law. He is a Member Emeritus of the Georgia Bar Association.

Bill belongs to Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Milton Pullen, CFP®

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Milton joined Homrich Berg in August of 2021 after working three years at another Atlanta based advisory firm. Milton graduated from the University of Georgia, one of the nation’s top CFP® Board Registered programs, in December 2016, with a BSFCS in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional.

Milton currently resides in Sandy Springs where he can be found cheering on the Georgia Bulldogs, golfing, grilling, or out on a walk with his golden retriever named Sasha.

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Sheila Bozeman

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Sheila joined Homrich Berg in 2008 and serves as a Senior Client Operations Specialist in the North Atlanta office.   Prior to joining Homrich Berg, Sheila worked at Creative Financial Group and Northwestern Mutual Life Insurance.

Sheila volunteers with CURE Childhood Cancer and Unseen Hands Food Bank.   In her free time, enjoys hiking and spending most of her time with her family.

Andrew Robertson, CFP®

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Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for living.

Brian Sipple, CFP®

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Brian joined HB in June of 2022. Prior to HB, he graduated from Virginia Tech with a Bachelor’s degree in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in June 2024.

In his free time, he enjoys golfing, hiking, going to concerts, and watching Virginia Tech football.

Lee Earhart

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Lee joined Homrich Berg in December 2019. Prior to HB, he was the chief portfolio operations contact and lead trader for Cedar Rowe Partners. Lee works with clients and their advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios daily for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with money movements, custodial account paperwork such as account applications, account transfers, and Required Minimum Distributions.

Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services.

A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies, and spending time with each other. They live in Lawrenceville with their seemingly ever-growing number of rescued cats.

Brandon Downs, CFP®

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Brandon has served in an advisory capacity to high-net-worth families, corporate executives, and business owners since the early 2000’s. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon received his Bachelor of Science in Business Administration with an Economics concentration from the University of Richmond, completed the Executive Program for Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked closely with senior lenders which led to his role as an analyst for the real estate lending team at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a public school-private school partnership designed to help eliminate the summer achievement gap for children from low-income households.

He is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries around the world. He also enjoys traveling with his family, playing golf, and seeing live music. Brandon and his wife, Lindsey, live in Sandy Springs with their two children.