Bryan Kamau, CFP®

by

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.

Abbey Flaum, J.D., LL.M.

by

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 Managing Director – Family Wealth Strategist for Homrich Berg, Abbey applies 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.

Isaac Bradley, J.D., CPA

by

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 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.

Sarah Smith, CFP®

by

Sarah joined Homrich Berg in 2022 after working for Oakbridge Partners since 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah completed the University of Georgia’s Terry College of Business CFP® Certification Education Program and obtained her CERTIFIED FINANCIAL PLANNER™ certification in the summer of 2023.

In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.

Sarah Hipp Hauptman

by

Sarah Hauptman is a Director of Real Estate at Homrich Berg.  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 in 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. She is a member of the Urban Land Institute and CREW Atlanta.

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

Fitz Smoak, CAIA

by

Fitz joined Homrich Berg as an Investment Analyst in February 2022. He works on the direct indexing and dividend strategies and is also a generalist across the investments department. Prior to Homrich Berg, Fitz worked in the Analytics division of Nasdaq covering hedge funds. He is a member of the CAIA Chapter of Atlanta and graduated from Georgia Southern University with a degree in Finance and a minor in Economics.

Fitz grew up in Brookhaven and now lives in Buckhead. In his free time, he enjoys fly fishing and golf.

Ada Smedley

by

Ada joined Homrich Berg in 2022 after working with Oakbridge Partners since 2020. She has experience in education administration and earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Decatur and enjoys reading, swing dancing, and spending time with her family.

Brandon Downs, CFP®

by

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.

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

Eric Toole, CFP®

by

Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Jennifer I. Storey, CFP®

by

Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Adam Heffner

by

Adam joined Homrich Berg as a Investment Administrative Specialist in October 2021. He previously worked as a National Account Manager for a trade show I&D company and as a Business Process Specialist payroll processing company. He graduated Cum Laude from Kennesaw State with a Political Science degree & Legal Studies minor.

In his free time he enjoys watching and attending motorsport events. His favorite trip was passing through the Panama Canal.

Kaitlyn Sinnott

by

Kaitlyn joined Homrich Berg in March 2019 and currently serves as a Senior Specialist of Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and Homrich Berg’s client service teams. She also works on fund accounting and administration for Homrich Berg’s internal funds of funds. Prior to HB, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.

Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.