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Kelsey Waite

December 9, 2022 by

Kelsey joined Homrich Berg in August 2014 and is currently a Senior Manager within Client Service Operations. She works with the client service teams to assist with fulfilling client needs, money movement, account paperwork, and meeting preparations. Kelsey is also on the Women’s Leadership Network at HB.

Before working at HB, Kelsey worked at PNC Bank as a Universal Branch Consultant assisting clients with their personal banking needs while working with a team of bank partners.

Kelsey enjoys volunteering in the community and spending time with family and friends. She is also a world traveler and an avid Detroit Lions fan.

Sheila Bozeman

December 9, 2022 by

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.

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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