Sharon Snyder, CFP®

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Sharon joined Homrich Berg in 2015. Prior to joining HB she spent 13 years with Creative Financial Group as a Financial Planning Analyst.  In her role at CFG, she assisted advisors in managing client relationships.  She prepared materials for new and existing client meetings which included portfolio allocations, tax and retirement projections, financial statements, education and insurance analysis.

Sharon is a CERTIFIED FINANCIAL PLANNER™ professional and Florida State University graduate.  She is a member of North Point Community Church.  In her free time she enjoys the beach, travel, family and volunteering.  Volunteering has taken her to the Middle East and Africa where she worked in rural communities that serve vulnerable and at risk children.

Kelsey Stone, CFP®

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Kelsey joined Homrich Berg in 2014 and is currently a Director. She enjoys working with clients on identifying and prioritizing their financial goals, as well as providing advice on retirement, income and estate planning, risk management, and investments.

In addition to her role as an advisor, Kelsey serves as Homrich Berg’s philanthropy chair. She leads a team that plans opportunities for employees to give back to their local communities.

Kelsey has a Bachelor of Arts degree in Communications from the University of Georgia. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kelsey lives in Roswell with her husband, John, and their three young daughters. In her spare time, Kelsey enjoys participating in her kids’ activities, volunteering at her church, and attending UGA football games.

Ashley Tucker, CFP®

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Ashley joined Homrich Berg in 2010. Ashley graduated with a Bachelor of Business Administration in Real Estate from the University of South Carolina, where she was also a member of the two-time National Champion Equestrian team. Ashley also successfully completed the Emory University Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ professional.

In her spare time, Ashley enjoys spending time with her husband, sons and rescue dog, Gamecock football, and is a member of the Junior League of Atlanta and Peachtree Road United Methodist Church.

Christen Tucker

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Christen is an Associate with over 10 years of wealth management experience who joined Homrich Berg in January 2018. Previously she was a Financial Planner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with Homrich Berg.

Christen received her Bachelor of Business Administration degree from Kennesaw State University and completed the University of Georgia’s Executive Program for Financial Planning Certification in 2017.

Christen lives near Marietta Square with her husband (Patrick), son (Oliver), and their rescue dog (Maxwell). She enjoys spending time with her friends and family, hiking, traveling, and trying new restaurants.

Brigid Cochran

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Brigid joined Homrich Berg in 2006 and serves as a Senior Manager for Complex Transactions in the firm’s Investment Department. Brigid is responsible for portfolio maintenance and performance reporting as well as day-to-day accounting and administrative workflows for multiple internal fund of funds. She also performs trading duties on an as-needed basis. Brigid serves on several in-house committees, overseeing procedures to further institutionalize the firm.

Brigid earned a bachelor’s degree in Sociology, graduating Magna Cum Laude from Mercer University. While in college she was an active member of the Alpha Iota chapter of Phi Mu. Before working at Homrich Berg, Brigid worked as a Communications Specialist with Coca-Cola.

In her free time, Brigid enjoys spending time with her family and friends as well as event planning.

Krista Koch

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Krista joined Homrich Berg in 2004 and serves as a Senior Manager for Fund Administration in the firm’s investment department. She manages the day-to-day accounting and administrative workflows for several internal fund of funds Krista is responsible for reviewing and maintaining records of investment transactions, managing and disseminating investor communications, as well as coordinating any regulatory filings. She also assists with valuations for HB’s internal partnerships and is a member of the Private Alternatives Committee, overseeing procedures to further institutionalize the alternative investments process.

In her free time, she enjoys spending time with her family and friends and living Intown.

Adam Shealy, CFA

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Adam joined HB in June 2015 and is currently Director, Fixed Income within the Investment department, managing the trading and portfolio management for individual bond strategies, as well as research and due diligence for external fixed income managers.

Adam earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute. Before joining HB, he worked as a Platinum Executive Services Specialist with E*Trade Securities.

Adam lives in East Cobb with his wife, Christine, two kids, Graham and Sutton, and he enjoys golf and powerlifting in his spare time.

Corey Beezhold

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Corey joined Homrich Berg in April 2017 as a Senior Trader.  Prior to joining HB, he spent over 5 years at a local institutional investment management firm in the Atlanta area, beginning his tenure in the Trade Operations group, before moving to the trading desk as an Equity Trader.  Corey attended the University of Florida, where he graduated with a Bachelor of Science in Finance.

In his free time he enjoys spending time with his family, staying active, and watching football.

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.

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.

Nichelle Dalyrimple

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Nichelle joined Homrich Berg in 2006 and serves as Director in the firm’s operations department. She is responsible for overseeing the Complex Transactions Team and Client Service Operations Managers who support Client Service Teams by monitoring and processing custody-related events for HB clients. Nichelle has over 17 years of financial operations experience.

Nichelle holds a bachelor’s degree in business management and is a 2023 graduate of the HB EMERGE Leadership Program, which provides leadership training and empowers individuals to be successful leaders.

In her free time, Nichelle enjoys spending time with her family and photography.

Mary Kendall Durrance

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Mary Kendall joined Homrich Berg in January 2018 and is currently an Operations Manager. She works in alternative investment management with a focus on family office clients. Prior to HB, she worked at an investment advisory firm for two years as an Investment Marketing Associate. She graduated from Florida State University in 2014 with a Bachelor of Science, double majoring in Finance and Marketing.

In her free time, Mary Kendall volunteers with the Atlanta Ronald McDonald House and enjoys time with friends and family, traveling and watching Florida State football.