Kelsey M. Stone, CFP®
Kelsey joined Homrich Berg in June 2014 as a Client Care Coordinator after spending four years at Children’s Healthcare of Atlanta. In June 2016, she moved to the Associate role where she helps clients identify and achieve their financial goals. Kelsey graduated with a BA in Communications from the University of Georgia in 2010. She completed the University of Georgia – Terry College of Business Executive Program for Financial Planning in April 2017 and has been a CERTIFIED FINANCIAL PLANNER™ professional since January 2018.
In addition to helping clients identify and achieve their financial planning goals, Kelsey has a passion for community service. Kelsey played a role in developing Homrich Berg’s corporate philanthropy initiative and continues to help lead these efforts by identifying ways HB employees can give back to the Atlanta community.
Kelsey lives in Roswell with her husband, John. In her spare time, Kelsey enjoys volunteering at her church, UGA football games, traveling, and trying new Atlanta restaurants.