Rory joined Homrich Berg as an Associate in July 2023. He assists HB Principals in developing comprehensive financial strategies so that families can gain confidence in navigating their financial decisions.
Prior to joining HB, Rory worked for an independent financial planning firm where he developed customized financial plans and handled administrative issues for clients.
Rory graduated from Berry College as a Gate of Opportunity Scholar with his B.S. He is a member of the Financial Planning Association, and he is a CERTIFIED FINANCIAL PLANNER™ professional. He also enjoys volunteering with SERV International.
He currently lives in Woodstock with his wife and enjoys tennis, pickleball, and spending time with friends and family.