Bill Bolen, CFP®, CFA

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Bill is an experienced wealth advisor and leader in the HB Family Office division who works with ultra-high net-worth families to help them navigate the markets and manage their financial lives.

Prior to joining Homrich Berg in 2009, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA sports franchise. Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight.  During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.

Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.  Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York Times, Atlanta Business Chronicle, Atlanta Journal Constitution, and Georgia Trend.

An active member of the community, Bill has previously served on the Board of Directors for the Piedmont Park Conservancy, Ansley Park Civic Association, Museum of Contemporary Art of Georgia, Mount Paran Christian School, Metro Atlanta Chamber of Commerce, Atlanta Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Sarah Smith, CFP®

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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 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.

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.

Ana Stella, CFP®

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Ana joined Homrich Berg in March 2022 and is currently an Associate who supports advisors with financial strategies. Before this role,  she was a Specialist in Client Service Operations working with the Client Service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia Gwinnett College in 2016 with a bachelor’s in Political Science. Ana is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In her free time, she enjoys reading, spending time with family and friends, and exercising.

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.

Benjamin Van Zee

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Ben joined Homrich Berg in June 2024 as an Associate within the Financial Planning team. He assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.
Before joining HB, Ben served as a Wealth Management and Investments intern at Eclipse Capital Management in St. Louis, MO.
Ben received his B.S.B.A. in Finance from Samford University.
He currently lives in Marietta and enjoys traveling, golfing, and spending time with friends and family.

Frank Butterfield, CPA, CFP®, PFS, CFA

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Frank joined Homrich Berg in 1993.  Frank’s expertise includes investment strategy and financial planning for individuals, families and charitable foundations.  Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners.  Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.

Frank holds or has held a number of board, financial, and investment roles at a half-dozen nonprofit organizations, including The Sara Giles Moore Foundation and The Atlanta Opera.

Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs.  He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications.  Frank earned a bachelor’s degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Adam Fuller, CFA, CFP®

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Adam joined Homrich Berg in 1995 and has been a principal since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During his tenure at HB, he has held many other roles in the firm including oversight of compliance, back office services, technology, and the firm’s real estate and energy investments.

Currently, Adam leads the HB Family Office practice where he works with a team to develop and implement a broad range of investment and planning strategies to meet the needs of those families. Adam also serves on the firm’s investment committee, and he has been a speaker at conferences on the topics of alternative investments, wealth transfer strategies, and practice management.

Adam is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional.

In his community, Adam is an active member of Northside United Methodist Church, where he has served on numerous boards and committees and as a coach for youth sports teams.  He currently serves on the branch board of the Buckhead YMCA.

Adam attended the Georgia Institute of Technology earning a BS in Management with a concentration in Accounting, and Georgia State University earning a MS in Finance with a concentration in Investments.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

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Tana Gildea is a Principal who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

The phone call led Tana to join Compass Financial Consulting, a fee-only wealth management firm where she moved from part-time client service administrator for the small but growing firm all the way up to Principal in 2014. She served as the Chief Compliance Officer at Compass, helped with many of the administrative aspects of running the business, and worked with a variety of clients. She also became a Certified College Funding Specialist in 2011 just as her first child headed off to college. Compass merged with Homrich Berg in January 2018 at which time Tana became a Principal at HB.

Prior to joining the Compass team in 2005, Tana had earned both bachelor’s and master’s degrees in accounting.  She had served as a corporate audit specialist, an operational manager, and an adjunct accounting teacher at Chattahoochee Technical College. She returned to the classroom as an instructor for Kennesaw State University’s new certified financial planner program in 2018. While no longer consistently teaching for the program, she remains available as a sub.

A published author, Tana has shared a wealth of financial advice for young people and other financial novices in her award-winning book, The Graduate’s Guide to Money, and in other publications. She enjoys speaking to college students about how to start their financial lives on the right foot.  Tana often speaks to women’s groups about the emotional aspects of money management. Contact Tana if you need a speaker for your event.

In 2023, Tana became a Certified Divorce Financial Analyst® to delve more deeply into the issues facing people who are divorcing and serve those women who may want to seek a new financial advisor post-divorce. She is thrilled to be a member of the Atlanta Women’s Foundation Inspire Atlanta class of 2024.

Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.

Anthony Guinta

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Tony joined Homrich Berg in 1999 providing wealth management services to a diverse client base of families and individuals. His expertise is primarily in financial planning, including estate and income tax, charitable giving, and family foundation/trust management.

Prior to joining HB, Tony was a member of the private client services group of Arthur Andersen, providing investment and financial planning advice to corporate executives. He also served as tax manager and controller for Market Street Trust Company, the private trust company providing family office services to the descendants of the founders of Corning, Inc.

Tony was frequently quoted in the financial media, including articles in The Wall Street Journal, The New York Times, Fortune Small Business, Investment News, Atlanta Business Chronicle, Financial Planning, Consumer Reports Money Advisor, Chicago Sun Times, and Georgia Trend. He also has authored articles for publications, including Business to Business and Nerdwallet’s Advisor Voices.

Tony received a bachelor’s degree in accounting from St. John Fisher College in Rochester, N.Y.

David Zisek, CFA

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David joined Homrich Berg as a Senior Investment Analyst in October 2023. He focuses on research and due diligence for domestic and international equities. David covers ETF and mutual fund investments in addition to helping manage single-stock portfolios.

Before joining HB, David was most recently an Investment Strategy Associate at Cresset Capital. He started his career in Portfolio Management at SunTrust and has experience in Management Consulting for middle-market Private Equity firms.

David earned a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in Accounting from Georgia Tech. He is a member of the CFA Institute.

He currently lives in Smyrna and enjoys sports, traveling, running, and spending time with family and friends.

Drew Klepchick, CFP®

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Drew joined Homrich Berg in March 2008 and leads the firm’s office in northern Atlanta. In addition, Drew is a Board of Director and Investment Committee member.

Prior to joining HB, Drew founded two successful businesses. In 1988, Drew launched Creative Financial Group, a financial advisory firm that grew to manage $1 billion in investment assets. In 1998, Drew co-founded Robert Andrews Securities, a full-service brokerage dealer where he served as president. In 2001, both businesses were sold to Synovus, a diversified financial services holding company. From 2005-2007, Drew held the position of president and CEO of Synovus Financial Management Services, an $8 billion financial service organization.

He brings successful entrepreneurship and wealth management skills to the firm and leverages his understanding of wealth growth and sustainability in servicing his relationships. Drew focuses on long-term investment strategies for his clients, using a combination of traditional and alternative investment vehicles to create customized programs for each relationship.

Outside of work he serves on the Lionheart School Board of Directors and until recently he served as the Treasurer and Board Member of the Centers for Disease Control Foundation.

Drew is a graduate from Furman University and is a CERTIFIED FINANCIAL PLANNER™ professional.