ReKeithen Miller, CFP®, EA

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ReKeithen joined HB Wealth in July 2025 and currently serves as a Wealth Advisor. He provides comprehensive financial planning services and investment management solutions to his clients. ReKeithen is passionate about building close relationships with his clients and has extensive experience balancing the financial complexities of working with families across multiple generations.

Prior to joining HB Wealth, ReKeithen worked for 18 years at an independent financial planning firm catering to high-net-worth families. At that firm, he served as a Vice President and a member of the firm’s investment committee. In addition to his portfolio management responsibilities, he also provided clients with income and estate tax preparation services, estate planning, cash flow and retirement planning, bookkeeping, and a host of other services. ReKeithen has extensive experience working with U.S. and non-U.S. citizens on cross-border tax and estate planning issues.

ReKeithen holds a B.S. in Finance with a minor in Entrepreneurship from the University of Florida, where he graduated with honors. He is a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent.

A native of Tallahassee, FL, ReKeithen moved to Atlanta in 2008. He lives in Brookhaven with his wife and their twins. Outside of work, ReKeithen is an active member and volunteer at his church. He enjoys sports, hiking, reading, and spending quality time with his family.

Jeff Hill

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Jeff joined HB Wealth in January 2025 after working with WMS Partners. As Senior Wealth Advisor, he serves as family “CFO” to help clients gain knowledge and clarity to make thoughtful, informed decisions. Leveraging the combined experiences of our client families and professionals, Jeff helps families navigate complex financial issues and develop long-term strategies.

Prior to joining HB Wealth, Jeff was an analyst with a Registered Investment Advisor in Timonium.

Jeff is a graduate of the University of Maryland, where he earned a Bachelor of Science degree in Finance.

Alex Price, CFP®

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Alex joined HB Wealth in January 2025 after working with WMS Partners since 2021. He and his team help navigate their clients’ complex financial well-being and develop long-term plans to achieve their goals.

Before joining HB, he spent four years with an RIA in Hunt Valley, MD. There, he worked directly with clients as a Financial Advisor.

Alex earned his Bachelor’s degree in Business Administration with a concentration in Finance from Towson University. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2019.

In his free time, Alex enjoys golfing, playing tennis, and spending time with his wife and daughter.

Chris Walczak, CFP®, CTFA

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Chris joined HB Wealth in January 2025 and serves as a Senior Wealth Advisor and Shareholder after working with WMS Partners since 2019. He joined WMS Partners’ Shareholder group in 2021. He is a trusted Senior Wealth Advisor to his clients, as well as a Team Leader, overseeing the delivery of Family Office services by multiple client teams. Further, he serves as Chair of the Advanced Planning Committee.

Prior to joining HB, Chris was a Wealth Strategist for GenSpring SunTrust Private Wealth, and prior to that, with GenSpring Family offices. He spent 13 years there working exclusively with ultra-high net worth families, serving as a trusted advisor and delivering services ranging from Estate and Tax planning to family education and governance.

Active in his professional community, Chris is a member of the Financial Planning Association and is a leader within its Maryland chapter, where he was a member of the board and the Chairman of the Membership Committee. He is also a member of the Howard County Estate Planning Council.

Chris earned his Bachelor’s degree in Economics from the University of Maryland and is an active alumnus. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Trust and Fiduciary Advisor.

Chris spends his personal time with his wife, two sons, and two dogs at their home in Columbia, MD. He enjoys coaching youth sports, spending time on the Chesapeake Bay, and performing his own auto and home maintenance.

Martin Eby, CFP®

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Martin joined HB Wealth in January 2025 after co-founding WMS Partners in 1993, where he served on the Board of Directors and chaired the firm’s Real Estate Investment and Charitable Committees. Martin served as Chief Advisory Officer, leading the firm’s Advisors and Client Services Teams until December 2017. As Senior Wealth Advisor, Martin is responsible for the general operations and management of the firm’s Family Office clients. This includes overseeing the investment of funds, managing risk, supervising cash management activities, and executing strategies to support the family’s current and future needs.

Prior to forming WMS Partners in 1993, Martin served as a Financial Advisor at CIGNA Individual Financial Services and the Charter Corporation.

Martin has been recognized by Forbes as a Best-in-State wealth advisor in 2020, 2021, 2022, 2024, and 2025.

Martin is a member of the Board of Trustees of Cristo Rey Jesuit High School, where he serves as Chair of the Investment Committee as well as on the Development Committee. Previously, Martin served on the Board of Trustees of The Odyssey School in Stevenson, MD, as Chair of the Investment Committee. Martin has also been active in various associations, including The Associated Catholic Charities of Baltimore, The McDonogh School, Notre Dame Preparatory School, The U.S. Naval Academy, and his church.

Martin is a graduate of Loyola University, where he earned a Bachelor of Arts in Business Administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986 and was a member of the National Association of Personal Advisors (NAPFA) for over 15 years.

A fourth-generation Baltimore native, Martin has been married for over 30 years and has three children and two grandchildren.

 

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Robert DiBenedetto

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Robert joined HB Wealth in July 2025. He is a Wealth Advisor responsible for providing investment and wealth planning advice to business owners and their families, along with their trusts, estates, retirement plans, and foundations. In conjunction with HB Wealth, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.

Before joining HB Wealth, Robert spent six years with Bernstein Private Wealth Management in Atlanta. He brings deep experience from his prior role as a Wealth Advisor, primarily serving business owners, their families, retirement plans, and foundations.

An engaged member of the Greenville, SC community, Robert recently served as President of the Christ Church Episcopal School Alumni Association, where he helped foster meaningful alumni engagement and supported the organization’s mission alongside a dedicated team of volunteers. He will continue to serve in a leadership role as Past President in the coming year.

Robert earned his Bachelor’s degree in English with a concentration in Writing & Publication Studies from Clemson University and went on to receive his International Master’s in Business Administration from the University of South Carolina. He is registered with FINRA.

Robert’s passions, which include sports, hunting, fishing, and conservation work, are seasonal by nature and keep him looking forward to each rotation around the sun. He finds the most joy in fellowship and sharing his love for the outdoors with others — especially his wife (Hannah), son (Robert), daughter (Leigh), and black lab (Boozie).

Greg Belatti, J.D., MBA

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Greg joined HB Wealth in May 2025. He brings a unique blend of legal, operational, and leadership experience to his role. As a J.D./MBA with years of experience inside a multi-family office, Greg has spent his career helping families make smart decisions—whether it’s coordinating with advisors, planning for generational transitions, or just keeping the day-to-day running smoothly.

Before joining HB Wealth, Greg served as Partner and General Counsel for a family investment firm, where he helped lead strategic initiatives across legal, operations, and estate planning. His earlier career includes nearly a decade as a corporate attorney focused on franchise, real estate, and business transactions. He also served as a U.S. Navy Supply Corps Officer, where he was responsible for logistics and financial operations during overseas deployment—a role that shaped his steady, solutions-oriented approach.

Greg serves as an Advisory Board Member of the Chick-fil-A Peach Bowl.

Greg earned his undergraduate degree from the University of Notre Dame, earned his J.D. from the University of Illinois Chicago School of Law, and later added an MBA from the Georgia Tech Scheller School of Business.

When he’s not working with families or legal teams, you can find him spending time with his own family, coaching youth sports, or enjoying a round of golf.

Sean Maguire, CFA

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Sean joined HB Wealth in February 2025 as a Senior Wealth Advisor. He has spent his entire career in the Wealth Management industry helping individuals, families, and not-for-profits achieve their personal and financial goals. His ability to listen to clients and hear their concerns has allowed him to build relationships and proactively identify solutions that are well researched and customized.

Before joining HB Wealth, Sean spent 15 years at BNY Mellon Wealth Management. There, he managed a book of clients and held a leadership role overseeing the Tampa and Winter Park offices.

Sean has held leadership and board member roles in various community not-for-profits. These include his local church, schools his children have attended, and other organizations focused on the well-being of the community.

Sean earned his BSBA with a major in Finance from Xavier University in Cincinnati, Ohio. He is also a CFA charterholder.

In his spare time, Sean enjoys playing golf, hiking, and watching college basketball. He is also an aviation enthusiast and holds a private pilot license. Sean is married and has two daughters.

Nate Wilinski, CFP®

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Nate joined HB Wealth in December 2024 as an Associate Wealth Advisor. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients.

Prior to joining HB Wealth, he worked as a Financial Advisor for another Atlanta-based firm, where he focused on delivering comprehensive financial planning and tax-advantaged savings strategies.

He is a graduate of Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020 and continues to look for more opportunities to further his education.

When Nate is not working with clients or studying financial strategies, he enjoys spending time with his friends and family, hiking throughout the Southeast, and sampling some of Atlanta’s renowned local breweries.

Steve Cass, CFP®

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Steve joined HB Wealth in September 2024 as a Senior Wealth Advisor in the HB Wealth Family Office division. He has over 30 years of experience working with current and retired business owners and executives, along with multi-generational wealthy families who require complex investment, business succession, and generational wealth transfer services.

Before joining HB Wealth, Steve served as a Wealth Advisor for Truist Wealth. He joined SunTrust (now Truist) in 2000 as an Investment Manager where he managed high-net-worth portfolios and served in the fixed-income strategy group. In 2005, Steve transitioned to a Wealth Advisor role, coordinating a team to deliver a suite of comprehensive wealth management services. Additionally, in 2007, he was appointed City President of the Clearwater and North Pinellas market, where he represented the bank in marketing and community development.

An active member of the community, Steve serves on the Board of Directors and is a past Chairman of the Morton Plant Mease Healthcare Foundation and a prior Board Member of Morton Plant Mease Hospitals. He has previously served on the board of Directors and is a past President of the Pinellas County Estate Planning Council. Steve is currently Co-Chair of Gasparilla on the Gulf, a fundraising gala supporting Random Acts of Flowers.

Steve received his B.S. degree in Social Science with an emphasis on Economics from Florida State University and is a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys golf trips, cooking, and spending time with his wife, Kimberly, daughter, Mallory, and cat, Coco.

Benjamin DePalmo

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Benjamin joined HB Wealth in September 2024 and serves as an Associate Wealth Advisor in HB Wealth’s Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB Wealth, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.

He enjoys traveling, playing the guitar, and spending time with family and friends.

John Willoughby, CFA

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John joined HB Wealth in September 2024 as a Shareholder in HB Wealth’s Family Office division. He has over 30 years of investment management experience and is focused on portfolio construction and investment management for a select group of client families. John builds customized investment portfolios to meet the unique financial needs of the families he works with, using a combination of public and private equity, debt, and alternative investment vehicles in an open architecture environment.

Before joining HB Wealth, he spent 14 years as a Senior Vice President and Senior Investment Manager at Truist Wealth, where he was responsible for approximately $1.2 billion in client investment assets under management. Before Truist Wealth, he was a Senior Portfolio Manager with Key Private Bank in Ft. Myers, FL. In addition to managing client portfolios, John served as one of seven members of Key Private Bank’s Investment Strategy Committee, which formulated the bank’s market outlook and tactical asset allocation guidelines used by all Key Private Bank teams nationwide. Before Key Private Bank, John was a Portfolio Manager with the U.S. Trust division of Bank of America (now Bank of America Private Bank) in Savannah, GA, where he managed investment portfolios for high-net-worth families, charitable trusts, and endowments.

John is a graduate of Auburn University with a degree in Finance. He has held the Chartered Financial Analyst (CFA) designation since 2001 and is a member of the CFA Society of Tampa Bay.

He lives in Tampa with his wife and three children. John enjoys fishing, boating, and hunting with family and friends.