Wayne Moss, CFP®
…assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized…
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Casey Forbes
…While at Auburn, she was an active member of the Pi Beta Phi sorority and served on the University Program Council, which organized campus events. In her free time, Casey…
Kathleen Griffis
…Services. Kathleen received her Bachelor of Science degree from University of Missouri. In her free time, Kathleen enjoys traveling, trying new Atlanta restaurants, and spending time with friends and family….
Sharon Snyder, CFP®
…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…
Krista Koch
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…
Corey Beezhold
…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
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…
Sheila Bozeman
…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
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…
Mary Kendall Durrance
…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…
Teri Sebastian
Teri joined Homrich Berg in 2001 and serves as the Lead Performance Reporting and Billing Specialist in the firm’s operations department. Teri’s work duties include supporting and assisting the Client…
Randee Senseney
Randee Senseney joined Homrich Berg in December of 2016. She is responsible for greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks….