Lydia joined HB Wealth in April 2024 and currently serves as a Senior Advisory Associate. She assists in developing comprehensive financial and investment strategies so that clients can gain confidence in navigating their financial decisions.
Prior to joining HB Wealth, Lydia served as a Financial Planning Assistant at Wealth Enhancement Group. Additionally, Lydia has experience in Retirement Plan Services from her time at Cerity Partners, where she gained specialized knowledge in defined contribution retirement plan construction.
Lydia received her Bachelor of Science in Economics with a minor in Peace, Justice & Conflict Studies from DePaul University in Chicago. She received her Financial Planning education from University of Georgia’s Terry College of Business. She is a CERTIFIED FINANCIAL PLANNER® professional and former licensee with the Georgia Real Estate Commission.
She currently lives in Sandy Springs and enjoys traveling home to Minnesota to visit family. She spends time outside of work with her fiancé, her friends, and her dog.