Jimmy Trimble, CFP®, CEPA

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Jimmy joined HB Wealth as Director of Business Development in 2019. He brings over 30 years of experience in the fields of Wealth Management and Financial Services, where he has enjoyed helping many individuals, families, and businesses with their financial and wealth strategy.

Prior to joining HB Wealth, Jimmy spent most of his career in the banking industry, focusing on Commercial & Private Banking and Specialty Lending. He founded the Private Banking Group of Fidelity Bank, which he led from 2007-2014.

Jimmy is a graduate of the Scheller College of Business at Georgia Tech and earned an MBA with a concentration in Finance from Georgia State University. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2002, Certified Exit Planning Advisor designation in 2024, and is a graduate of the Stonier Graduate School of Banking.

Jimmy serves the community in various roles including Treasurer of Northside United Methodist Church and the Life-to-Eagle coordinator for Boy Scout Troop 298. He is also active in the men’s ministry and high school ministry at Northside Methodist Church. Previously, he served as a Georgia Tech Alumni Trustee, including three years on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing as well as a board member of the Atlanta Estate Planning Council and a long-time member of the Pace Academy Annual Fund team. Jimmy has also chaired several non-profits and civic organizations including the Academy of Medicine, Camp Evergreen, and Proactive Ministries.

Jimmy and his wife Laura live in Buckhead and have a daughter who is a consultant in Atlanta and a son studying Finance at UGA.

Evan Byers, CFA, CFP®, CAIA

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Evan currently serves as a Senior Wealth Advisor, Institutional Investment Strategist, and Shareholder in HB Wealth’s Family Office division. He offers clients more than 13 years of comprehensive wealth management experience, serving as an advisor to institutions, non-profit organizations, and high-net-worth individuals (including multi-generational family offices, corporate executives, and entrepreneurs). Prior to joining HB Wealth, Evan was an Investment Strategist for SunTrust Bank. In that role, he managed client portfolios for both ultra-high-net-worth individuals and institutional clients. Prior to this role, Evan served as an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.

Evan holds a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He is also a holder of the Chartered Financial Analyst designation, the Chartered Alternative Investment Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Evan maintains a volunteer position with InheritGA – The Georgia Trust for Historical Preservation and enjoys spending time participating in various financial literacy initiatives sponsored by the CFA Society of Atlanta. He lives with his wife (Paige), son (Baer), and their nine-year-old Goldendoodle (Jax) in Buckhead.

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

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Philip is currently Senior Wealth Advisor & Shareholder at HB Wealth. He joined HB Wealth in January 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER® professional.

Prior to HB Wealth, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within two years, but while there, served in many capacities.

Philip is actively involved in the Georgia golf community, currently serving as Vice President and Trustee of the GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs, empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. Philip also recently served 6 years as Secretary-Treasurer and Member of the Board of Directors of the affiliated Georgia State Golf Association (GSGA).

In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization based in Atlanta. For more than 30 years, Skyland Trail been inspiring people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research and education.

Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.

Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and five children, golfing, traveling, hunting, and playing various musical instruments.

Wilson Reece, CPA, CFP®

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Wilson joined HB Wealth in October 2017 and is currently a Wealth Advisor. Wilson enjoys working with clients on all aspects of their financial plans but has a particular interest in estate planning as families consider how to pass their wealth to their families and the charities they support. Before HB Wealth, Wilson spent two years with Dixon Hughes Goodman in Atlanta. There he worked in tax on a wide range of clients including partnerships, corporations, and high-net-worth individuals.

Wilson received his Bachelor’s degree in Business Administration with a major in Accounting from the University of Tennessee at Knoxville and his Master’s in Accounting from the University of Tennessee at Chattanooga. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

Wilson lives in Nashville, TN with his wife Anna, their son Eli, and their daughter Lucy. In his spare time, he enjoys golfing, coaching youth sports, and visiting family and friends.

Trent Arnone, CFP®

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Trent joined HB Wealth in January 2017 and is currently a Wealth Advisor. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.

Before HB Wealth, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.

Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board.

In his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, children, and dog in Smyrna.

Julian Davis, CPA, CFP®

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Julian joined HB Wealth in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB Wealth’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.

Previously, he spent five years with EY in Atlanta. There, he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.

Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.

Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.

In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.

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Mike Stanford

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Mike joined HB Wealth in 2009 and serves as a Wealth Advisor. In addition to developing client relationships, Mike serves as a member of the firm’s Investment Committee, focusing on tactical allocations and guiding investments in Master Limited Partnerships, Specialty Finance, and Hedged Equity sectors.

Prior to HB Wealth, Mike had an eight-year career with Goldman Sachs, where he most recently served as a Vice President for the Atlanta Private Wealth Management Office. While at Goldman Sachs, Mike directed client relationships for individuals, families, foundations and trusts throughout the Southeast specializing in executive compensation, post-transaction planning, wealth transfer strategies, and portfolio management for an asset base in excess of $1.6 billion.

Mike graduated from the Georgia Institute of Technology as a scholarship athlete in baseball with an undergraduate degree in Industrial Engineering. In 2001 he received his M.B.A. from the Owen School of Management at Vanderbilt University where he graduated as a member of the Beta Gamma Sigma business honor society.

An active member of the community, Mike serves on the Board of Directors for the Technology Association of Georgia Finance Society and is the Finance Director of the Alpharetta Youth Softball Association. Previously, Mike has served in leadership positions and actively supports local charitable organizations Tee it up Fore Kids, CURE Childhood Cancer, and Canine Assistants.

Mike lives in Jupiter, FL with his wife.

Adam Fuller, CFA, CFP®

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Adam joined HB Wealth in 1995 and has been a shareholder since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During his tenure at HB Wealth, he has held many other roles in the firm including oversight of compliance, back office services, technology, and the firm’s real estate and energy investments.

Currently, Adam leads HB Wealth’s Family Office division, where he works with a team to develop and implement a broad range of investment and planning strategies to meet the needs of those families. Adam also serves on the firm’s investment committee, and he has been a speaker at conferences on the topics of alternative investments, wealth transfer strategies, and practice management.

Adam is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional.

In his community, Adam is an active member of Northside United Methodist Church, where he has served on numerous boards and committees and as a coach for youth sports teams.  He currently serves on the branch board of the Buckhead YMCA.

Adam attended the Georgia Institute of Technology earning a BS in Management with a concentration in Accounting, and Georgia State University earning a MS in Finance with a concentration in Investments.

John Taylor, CFP®, CFA

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John “JT” has spent his long-term career working with wealthy individuals, families, foundations, and institutional clients. JT leads a client service team at HB Wealth, where he provides advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. One of JT’s primary goals is to help clients feel empowered and make more informed decisions so they can be the best possible stewards of their wealth.

He joined HB Wealth in 2007 and has been a shareholder of the company since 2017. In addition to his primary job functions, he has been recognized by HB for his commitment to technology and innovation, leading our internal IDEA team specializing in creating efficiencies and automation within HB Wealth.

JT attended the University of Georgia where he remains active in alumni events and sporting events. He is an avid supporter of the UGA financial planning program through a variety of capacities which have included lectures, Microsoft Excel labs, panel discussions, and alumni advisory board membership. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the CFA Institute.

He was named UGA’s FACS 100 Centennial Honoree by The College of Family and Consumer Sciences in 2017. In 2020 he received the Distinguished Financial Planning Alumni Award from the University of Georgia’s Financial Planning program.

JT and his wife Ruth live in Chastain Park with their three kids (Audrey, Brynn, and John) and dog Frodo. When not in the office you can find JT looking for many outdoor adventures like hiking, fishing, traveling, and golfing.

Wayne Moss, CFP®

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Wayne has spent his entire career serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at HB Wealth that assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized investment strategies, retirement transition planning, individual income tax planning, estate planning, and executive compensation.  Wayne has led client service teams in advising Fortune 500 corporate officers, entrepreneurs, and individuals who have experienced sudden wealth (inheritance, lottery, business liquidity, divorce, etc.).

Wayne joined HB Wealth in 2008 and is a CERTIFIED FINANCIAL PLANNER™ professional. He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). He graduated Cum Laude from Shorter University in Rome, GA with a degree in Finance and a minor in Economics.

An active member of his community, Wayne has served as the President of the Rotary Club of Woodstock and currently acts as the club Treasurer. He is involved with many local organizations in Cherokee County .

In his free time, Wayne enjoys staying active, traveling, spending time with family, reading, and sports.

Drew Klepchick, CFP®

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Drew joined HB Wealth in March 2008 and leads the firm’s office in northern Atlanta. In addition, Drew is a Board of Director and Investment Committee member.

Prior to joining HB Wealth, Drew founded two successful businesses. In 1988, Drew launched Creative Financial Group, a financial advisory firm that grew to manage $1 billion in investment assets. In 1998, Drew co-founded Robert Andrews Securities, a full-service brokerage dealer where he served as president. In 2001, both businesses were sold to Synovus, a diversified financial services holding company. From 2005-2007, Drew held the position of president and CEO of Synovus Financial Management Services, an $8 billion financial service organization.

He brings successful entrepreneurship and wealth management skills to the firm and leverages his understanding of wealth growth and sustainability in servicing his relationships. Drew focuses on long-term investment strategies for his clients, using a combination of traditional and alternative investment vehicles to create customized programs for each relationship.

Outside of work he serves on the Lionheart School Board of Directors and until recently he served as the Treasurer and Board Member of the Centers for Disease Control Foundation.

Drew is a graduate from Furman University and is a CERTIFIED FINANCIAL PLANNER® professional.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

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Tana Gildea is a Shareholder who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

The phone call led Tana to join Compass Financial Consulting, a fee-only wealth management firm where she moved from part-time client service administrator for the small but growing firm all the way up to Principal in 2014. She served as the Chief Compliance Officer at Compass, helped with many of the administrative aspects of running the business, and worked with a variety of clients. She also became a Certified College Funding Specialist in 2011 just as her first child headed off to college. Compass merged with HB Wealth in January 2018 at which time Tana became a Principal at HB Wealth.

Prior to joining the Compass team in 2005, Tana had earned both bachelor’s and master’s degrees in accounting.  She had served as a corporate audit specialist, an operational manager, and an adjunct accounting teacher at Chattahoochee Technical College. She returned to the classroom as an instructor for Kennesaw State University’s new certified financial planner program in 2018. While no longer consistently teaching for the program, she remains available as a sub.

A published author, Tana has shared a wealth of financial advice for young people and other financial novices in her award-winning book, The Graduate’s Guide to Money, and in other publications. She enjoys speaking to college students about how to start their financial lives on the right foot.  Tana often speaks to women’s groups about the emotional aspects of money management. Contact Tana if you need a speaker for your event.

In 2023, Tana became a Certified Divorce Financial Analyst® to delve more deeply into the issues facing people who are divorcing and serve those women who may want to seek a new financial advisor post-divorce. She is thrilled to be a member of the Atlanta Women’s Foundation Inspire Atlanta class of 2024.

Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.