Connor Carlis, CPA, CFP®

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Connor joined HB Wealth in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently an Associate Wealth Advisor with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

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.

Kory Gildea, CFP®

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Kory joined HB Wealth in July of 2019 after previously completing an internship with the company. He graduated from the University of Georgia with a degree in Finance from the Terry School of Business. Kory completed the Boston Institute of Finance – Bryant University Financial Planning Program in December of 2019 and has been a CERTIFIED FINANCIAL PLANNER™ professional since February 2022.

Kory lives in Brookhaven with his wife. In his free time, he enjoys going to concerts, playing sports, traveling, and watching the University of Georgia Football team win National Championships.

Michelle Wolff, CFP®, ADPA®

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Michelle joined HB Wealth in July of 2018 as an Associate after working more than seven years at another Atlanta-based, fee-only advisor. Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also graduated from the University of Georgia with a Master of Science in Financial Planning. She completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ mark in 2015.

In her spare time, Michelle enjoys hiking, kayaking, pickleball, and attending Atlanta United matches.

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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Dave Kochamba, CFP®

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Dave joined HB Wealth in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Shareholder of the firm and currently serves a diverse client base consisting of working professionals, retirees, and corporate executives.

Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional.

He is engaged in the local community and served as the co-chair of the Trinity Early Learning Center Parents’ Council, volunteered as a Smyrna T-Ball assistant coach, and led Sunday school at Peachtree Presbyterian Church’s Children’s Program. He is active in alumni relations with Clemson University’s chapter of the Phi Delta Theta Fraternity and coordinates their annual golf outing of 100 players on alumni weekend each fall.

Dave enjoys playing golf, attending Clemson football games, following the Atlanta Braves, and spending time with his family at the beach.

Patrick McGonigle, CFP®, MPAS®

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Patrick joined HB Wealth in 2014 and is a Shareholder of the firm, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments, charitable planning, and income tax planning. Patrick implements personalized investment strategies, incorporating private placement investments, equity derivatives, and fixed-income strategies into clients’ portfolios when appropriate.

In addition to ongoing client work, Patrick leads the firm’s Property/Casualty Insurance practice groups and previously served as a subject matter expert within the firm for Medicare and Health Insurance.

Before joining HB Wealth, Patrick worked for two independent financial planning firms developing customized financial plans, preparing income tax returns, and handling estate planning and administration issues for high-net-worth families. He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™ professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS®) designation, a graduate-level credential focused on research-based applications for current practitioners.

Patrick is a member of the Financial Planning Association (FPA) and has volunteered with the CFP® Board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.

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.

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, daughter, and dog in Smyrna.

Greg Herbert, CFP®, BFA™

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Greg joined HB Wealth in June 2015 after relocating from Southwest Michigan. Before joining HB Wealth, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.

Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.

John Bochniak, CFP®, CPA, PFS

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John is a Shareholder at the firm who is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.

Prior to joining HB Wealth, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB Wealth in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.

Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.

Frank Waterson, CFP®

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Frank has spent his entire career working with wealthy individuals, families, and foundations.  Frank leads a team at HB Wealth serving as the family CFO for select clients throughout the country.  He provides planning advice in the areas of investment management, retirement planning, risk management, income tax and estate planning.  One of Frank’s primary goals is to help free up time for clients, so they can focus on the areas that matter to them most.

Prior to joining HB Wealth, Frank began his career developing comprehensive financial plans and advising Fortune 500 executives with The Ayco Company, a Goldman Sachs company.  A significant amount of time was spent on employee benefits, income tax planning and wealth transfer strategies.

Frank is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Fernbank Museum’s Corporate Leadership Council.  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 Siena College in Loudonville, NY.

Frank and his wife, Sara, live in the City of Decatur with their two children. In his free time, Frank enjoys traveling, spending time with his family, reading and hiking.