Amy Owen, J.D., LL.M., Esq., CFP®

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Amy is a Senior Wealth Advisor and Wealth Strategist with HB Wealth Family Office.  She is an advisor to ultra-high-net-worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members.  She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance.

Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997.  She then received her LL.M. in taxation from the University of Florida, and settled in Naples, Florida to begin her career as an estate planning attorney.  As an attorney, Amy advised clients on estates and trusts, tax planning, business success planning, asset protection, entity selection and planned giving.  She became a partner in the trusts and estates department of Fowler White Boggs Banker in 2004, and was chosen as one of Gulfshore Business’ 40 Under 40 that same year.

Amy became a Senior Wealth Strategist for the Private Bank of Bank of America in 2006 and continued that role with Hawthorn PNC Family Wealth and GenSpring SunTrust Private Wealth until joining HB Wealth in 2021.  As a Wealth Strategist, she appreciated the mandate to expand beyond traditional legal advice as well as the time she could take to help her clients truly understand their planning opportunities. She found that clients who worked with her to develop this understanding were better able to communicate their objectives to their advisory team and then implement a truly optimal plan.

Amy is a member of the Florida Bar Association (Real Property and Probate and Tax sections), and has contributed to several publications, as an author and editor, on various planning topics. She obtained her CERTIFIED FINANCIAL PLANNER® certification in 2025.

She is a supporter of the American Red Cross, Children’s Home Society, Friends of Foster Children, and the Naples International Film Festival.  Her time away from work is spent in Naples with her husband, Blake, and their dogs, or traveling to visit their family and friends, music festivals, ski resorts, wineries, and other fun destinations.

Kevin S. Campbell, CFA

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Kevin Campbell is a Senior Wealth Advisor with HB Wealth Family Office. In his role, Kevin is responsible for the delivery of comprehensive wealth management and investment advice to ultra-high-net-worth (UHNW) families. This holistic approach includes a robust financial plan, in-depth knowledge of existing estate planning, and a customized investment strategy tailored to each client’s specific goals, preferences, and constraints. With over 15 years of exclusively serving UHNW client families and their related family offices, Kevin is known to embrace the complexity of clients’ needs, distill the details when providing advice, and gain clients’ trust through the repeated delivery of comprehensive, high-value investment advice.

Prior to joining HB Wealth as a co-founder of the Florida office in November of 2021, Kevin spent over 15 years at Truist Wealth | GenSpring (formerly known as GenSpring Family Offices) in multiple roles. Kevin’s most recent role with Truist Wealth was as a GenSpring Investment Manager (Senior Vice President), serving over 25 client families with more than $1B in assets under management and significantly more under advisory capacity.

During Kevin’s time at Truist Wealth, he was able to make a significant impact on the wealth management practice, including as a voting member of the portfolio construction committee, developing investment-related communications, helping to define the firm’s investment philosophy, and serving as a subject matter expert on investment-related special initiatives. Passionate about his craft, Kevin is most proud of the long-standing client relationships established over the tenure of his investment advisory career and his ability to be a cross-functional advisor, with knowledge spanning investments, tax, wealth transfer planning, trusts & estates, and operational excellence. Kevin was repeatedly recognized for his performance with numerous firm accolades rewarding top performers, but more importantly, by his clients, which was best exemplified by his exceptionally high client retention rate.

Kevin graduated from The George Washington University with a Bachelor of Business Administration (BBA) in Finance and Marketing. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida. Additionally in 2014, Kevin was shortlisted for the Family Wealth Report Magazine Rising Star Award, which highlights professionals who show the potential to be a leader in the wealth management industry.

When not working, Kevin enjoys spending time with his wife and two young boys in his Palm Beach Gardens, Florida home. His hobbies include golfing, traveling, and woodworking.

Jonathan Gerrard, CFP®, EA

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Jonathan joined HB Wealth in 2022 and serves as an Associate Wealth Advisor with HB Wealth Family Office. Before HB, he spent several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent.

A native of Atlanta, Jonathan lives in Decatur with his three children, Kaitlyn, Lily, and Henry and is a member of Peachtree Christian Church. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, live music, and expanding his vinyl record collection.

Sarah Markwalter, CFA, CFP®

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Sarah is a Wealth Advisor with HB Wealth Family Office, where she partners with ultra-high-net-worth families to deliver comprehensive investment and financial planning solutions. She joined the firm in July 2021 and works closely with a team to develop and implement a broad range of customized strategies tailored to each client’s unique goals.

Before joining HB Wealth, Sarah spent three years at Brown Advisory in Baltimore, where she was a member of the Private Client team working with high-net-worth individuals, families, endowments, and foundations.

Sarah earned her Bachelor of Business Administration from the University of Notre Dame. She became a Chartered Financial Analyst (CFA®) charterholder in 2021 and is a member of both the CFA Institute and the CFA Society of Atlanta. In 2023, she obtained the CERTIFIED FINANCIAL PLANNER® certification to deepen her ability to guide clients through all aspects of their financial lives.

Sarah lives near Chastain Park with her husband, Hodges. In her free time, she enjoys traveling, tennis, golf, and rooting for the Irish and the Ravens.

Emily Bentley

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Emily Bentley is a Senior Wealth Advisor with HB Wealth Family Office. She works with ultra-high-net-worth families, business owners, and executives to help manage all aspects of their financial lives. She provides advice and delivers support and solutions across financial planning, tax and estate planning, investment strategy, and philanthropic and legacy planning. She focuses on helping clients align their wealth with their long-term goals, values, and family priorities.

Before joining HB Wealth, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.

As an Atlanta native, Emily graduated from Westminster. She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.

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.

Gene Brooks, CFP®

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Gene is a Senior Wealth Advisor with HB Wealth Family Office. He has 11 years of experience serving high-net-worth and ultra-high-net-worth individuals, families, and foundations, 10 of which have been with HB Wealth. He advises clients on all aspects of their financial plans but has a particular interest in complex estate planning.

Gene graduated from the Georgia Institute of Technology’s Scheller College of Business with Highest Honors and earned a Bachelor of Business Administration with a concentration in Finance and a certificate in Marketing. He is a CERTIFIED FINANCIAL PLANNER® professional.

A native Atlantan, Gene lives in Brookhaven with his wife (Becca), young son (Gene IV), daughter (Vivian), and Labradoodle (Hamilton). In his spare time, he enjoys golfing, attending Georgia Tech games, traveling, and fly fishing.

Bill Bolen, CFP®, CFA

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Bill joined HB Wealth in 2009 and is a Senior Wealth Advisor with HB Wealth Family Office. He works with ultra-high net-worth families to help them navigate the markets and manage their financial lives.

Prior to joining HB Wealth, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA franchise. Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management. He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight.  During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth, including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.

Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.  Bill is a CERTIFIED FINANCIAL PLANNER® professional. He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York Times, Atlanta Business Chronicle, Atlanta Journal-Constitution, and Georgia Trend.

An active member of the community, Bill has previously served on the Board of Directors for the Piedmont Park Conservancy, Ansley Park Civic Association, Museum of Contemporary Art of Georgia, Mount Paran Christian School, Metro Atlanta Chamber of Commerce, Atlanta Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and the High Museum of Art. Bill is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Frank Waterson, CFP®

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Frank is a Senior Wealth Advisor with HB Wealth Family Office, where he leads a team serving as the family CFO for select clients across the country. He works with wealthy individuals, families, and foundations to provide coordinated, comprehensive guidance designed to bring clarity and efficiency to complex financial lives.

At HB Wealth, Frank advises clients across investment management, retirement planning, risk management, income tax planning, and estate planning. A central focus of his work is simplifying financial decision-making and helping clients reclaim time so they can focus on the priorities that matter most. His approach emphasizes long-term planning, thoughtful coordination, and trusted partnership.

Earlier in his career, Frank developed comprehensive financial plans and advised Fortune 500 executives, gaining experience in employee benefits, tax planning, and wealth transfer strategies – expertise that continues to inform his client work today.

Frank was named to InvestmentNews’ Top Financial Professionals list in 2026.

He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Fernbank Museum’s Corporate Leadership Council. He graduated cum laude from Siena College.

Frank and his wife live in the City of Decatur with their two children. Outside of work, he enjoys traveling, scuba diving, staying active with fitness routines, hiking, and creating meaningful experiences with his family.

Please see Important Disclosure Information Regarding Awards and Recognition

John Taylor, CFP®, CFA

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John “JT” is a Senior Wealth Advisor with HB Wealth Family Office. He 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.

Adam Fuller, CFA

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Adam joined HB Wealth in 1995, has been a shareholder since 2001, and currently is a Senior Wealth Advisor with HB Wealth Family Office. 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.

In his current role, Adam 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.