Kerstin A. Wiles, CFP®, CDFA

Kerstin Wiles

Kerstin joined Homrich Berg in 2008.  Prior to Homrich Berg, Kerstin worked for ten years at Credit Suisse and Creative Financial Group.  She focuses on investment planning, retirement planning, estate planning, cash flow analysis and has a deep knowledge of issues associated with tax planning.  Kerstin works with clients to understand corporate benefits, deal with the complexities of being self-employed and navigate through life changes.  Her goal is to ease the burden of investment management and financial planning so clients can focus on the other important aspects of their lives.

Kerstin graduated magna cum laude with a Bachelor’s degree from Illinois State University with a double major in Finance and Insurance.  Kerstin then graduated summa cum laude with a Masters in Business Administration in Personal Financial Planning from Georgia State University.  Kerstin is a CERTIFIED FINANCIAL PLANNER professional and a Certified Divorce Financial Analyst.

Kerstin is a member of the National Association of Personal Financial Advisors (NAPFA), Hope’s Circle at Children’s Healthcare of Atlanta and regularly volunteers with Junior Achievement and at her church.  Kerstin lives in Suwanee with her husband and two young children and enjoys playing tennis in her free time.