Stephen joined Homrich Berg as an Associate in January 2024. He assists HB Principals in developing comprehensive financial strategies so that families can gain confidence in navigating their financial decisions.
Before joining Homrich Berg, Stephen worked at Frazier & Deeter, LLC in their audit practice. During his time there he was in-charge of overseeing audit engagements, guiding junior staff, and ensuring compliance with auditing standards and regulations. He would lead audit teams, perform complex audit procedures, and analyze financial data to identify discrepancies and irregularities. By building relationships with clients, he was able to provide recommendations for improving financial reporting processes and internal controls. Stephen also oversaw the preparation of audit reports, summarizing findings, conclusions, and recommendations.
Stephen graduated cum laude from Georgia College and State University with a B.B.A. in accounting. Stephen passed the CFP® exam in July 2024 and will officially earn the CERTIFIED FINANCIAL PLANNER™ designation once the remaining requirements are met. He is an active member of Atlanta Westside Presbyterian Church and an active supporter of Cru (formerly Campus Crusade for Christ).
He currently lives in Morningside with his wife and enjoys traveling, the Georgia Bulldogs, and spending time with family and friends.