Kerstin Wiles

Kerstin Wiles is an experienced investment professional who most recently served as a Senior Associate at Homrich & Berg, Inc., where she provided comprehensive financial planning and investment advisory services to high-net-worth clients. In this capacity, she played a key role in developing tailored portfolio strategies, managing client relationships, and supporting wealth preservation across diverse asset classes.

Kerstin's expertise encompasses financial planning, multi-asset portfolio construction, and investment management, with a focus on both public and private markets. She has worked with a variety of clients—including attorneys, physicians, and other professionals—delivering solutions in estate planning, income strategies, and tax-advantaged investments. Her background also includes positions as an Associate at Credit Suisse and experience as an Income Tax Specialist at Intuit.

Kerstin holds a Master of Business Administration from Georgia State University and a Bachelor’s in Finance from Illinois State University. Her broad expertise in finance and investment management, combined with certifications as a CFP® and EA, have made her a trusted advisor in wealth management and holistic financial planning.