Leadership

Leadership

Guiding the mission and vision of HB Wealth

Leadership

Guiding the mission and vision of HB Wealth

Our leadership team sets the strategic direction for HB Wealth, helping ensure we stay true to our mission of delivering unwavering financial peace of mind to the clients we are privileged to serve.

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Andy-Berg

Andy Berg

Chairman, Shareholder
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A person with long dark hair and a bright smile, wearing a dark pinstripe blazer and green top, is looking at the camera against a light blue background.

Kruti Bolick, CFIRS

Chief Risk Officer, Shareholder
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A woman with straight brown hair, wearing a light-colored, collared shirt, smiles at the camera. The background is softly blurred with blue and white tones.

Laura Carr

Chief People Officer, Shareholder
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A man in a dark suit and light purple tie smiles at the camera. He has short, light-colored hair. The background is blurred, creating a professional, yet approachable atmosphere.

Thomas Carroll, CFP®

Chief Executive Officer, Shareholder
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A smiling person with glasses and a beard wears a suit and tie. The background is softly blurred, suggesting an indoor setting with modern architecture elements.

Kyle Glenn, CFA

Chief Operating Officer, Shareholder
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A man with short hair and glasses, wearing a blue suit, white shirt, and a plaid tie, smiles at the camera. The background is softly blurred, suggesting an indoor setting.

Jamie Hennessy, ACA

Chief Financial Officer, Shareholder
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A smiling person with shoulder-length blonde hair and glasses is wearing a dark blazer over a colorful patterned top. The background is softly blurred with light and shadow contrasts.

Joanna Irwin

Chief Marketing Officer, Shareholder
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A person with shoulder-length brown hair, wearing glasses, a black blazer, and a magenta top, smiles in front of a softly blurred urban background.

Michelle Padron, PMP®

Chief of Staff, Shareholder
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A young man with short dark hair smiles while wearing a dark suit, white shirt, and light blue tie. He stands against a blurred blue and white background, giving a professional and approachable appearance.

Andrew Page

Managing Director of Corporate Development, Shareholder
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Randy Schultz

VP of Operations, Shareholder
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Todd Wickwire

Managing Director, Shareholder
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Michael A. Woocher, CFP®, J.D.

Chief Advisory Officer, Shareholder
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Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.