Homrich Berg Names Patrick J. McGonigle and Stephen B. Sullivan As New Principals

January 11, 2019

01/11/2019

Patrick-McGonigle                   Steve Sullivan

 

ATLANTA – January 11, 2019 – Homrich Berg is pleased to announce the appointment of Patrick J. McGonigle, CFP® and Stephen B. Sullivan as new Principals for the firm. “Patrick and Steve have consistently exhibited dedication to HB and their clients,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome them as the newest owners of HB.”

Patrick has been with Homrich Berg since 2014, and holds a bachelor’s degree in financial planning from Virginia Polytechnic Institute and State University and a master of science in personal financial planning from the College for Financial Planning. Patrick has volunteered with the CFP board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.

Steve has been with Homrich Berg since 2016 and is responsible for implementing growth strategies including channel and business development. Steve received his bachelor’s degree in Economics from Clemson University and his MBA with a concentration in Finance from Georgia State University. Steve is a supporter of many philanthropic efforts in the Atlanta area. He currently serves on the board of Systems Alliance, Inc. and is a former board member of Big Brothers Big Sisters of Atlanta.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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