Rebecca Streamo, J.D.

by

Rebecca joined HB Wealth in January 2025 after working with WMS Partners for over 14 years. She works with client families to help them achieve their goals through comprehensive and individualized financial planning. She has a particular interest and background in estate and wealth transfer planning and enjoys helping clients with the intricacies of providing for their loved ones and future generations.

While at WMS Partners, Rebecca worked with many client families as both a financial advisor and planner. Rebecca chaired the firm’s Planning Committee, where she led the firm’s financial planning processes and resources. Before that, Rebecca was a practicing attorney at TrustCounsel, a trusts, estates, and tax law firm headquartered in Chapel Hill, North Carolina.

Rebecca earned her Bachelor of Arts in English with Distinction from the University of North Carolina at Chapel Hill and a Juris Doctor from North Carolina Central University. Rebecca is a member of the North Carolina State Bar and a past member of the Durham/Chapel Hill and Wake County Estate Planning Councils.

In her spare time, Rebecca enjoys spending time with her family and friends, particularly her children, traveling, especially to the beaches and mountains in North Carolina, baking, reading, and exploring the outdoors.

Zakia Weber, CFP®

by

Zakia joined HB Wealth in January 2025 after working with WMS Partners since March 2020. As a Wealth Advisor, she assesses and develops comprehensive financial plans and coordinates with portfolio managers on the investment management of client portfolios, including public and private investments. Zakia collaborates with other members of the Investment and Advisory teams to ensure each client’s financial trajectory is tailored to their individual needs and goals, both in the near term and beyond.

Before joining HB Wealth, Zakia spent a year with T. Rowe Price. Prior to that, she spent five years as a Financial Advisor with Merrill Lynch.

Zakia actively engages in volunteer activities throughout the greater Baltimore and D.C. metro area. She focuses primarily on charitable organizations that specialize in animal rescue and rehabilitation.

Zakia earned her Bachelor’s degree in Economics and is a CERTIFIED FINANCIAL PLANNER® professional.

In her spare time, Zakia enjoys relaxing outdoors with her husband and three dogs or quietly reading a good book.

Natalie Whelton, J.D., LL.M., Esq.

by

Natalie joined HB Wealth in January 2025 after working with WMS Partners since 2020. As a Senior Wealth Advisor & Wealth Strategist, Natalie assists clients on a wide variety of topics including estate planning, retirement planning, and wealth transfer strategies. Natalie’s in-depth knowledge of advanced tax and financial issues serves as a valuable resource for her clients.

Prior to joining HB, Natalie spent four years at PNC as a Fiduciary Advisor collaborating with Private Banking, Wealth Strategy & Investment Advisors on client planning discussions and documents. She also spent time at Adelberg, Rudow, Dorf & Hendler LLC, where she prepared estate planning documents, including wills, trusts, and power of attorney.

Natalie participates in volunteer events throughout Baltimore, including her favorite annual harvest day at First Fruits Farms, which supports the Maryland Food Bank.

Natalie obtained her B.A. from Louisiana State University with a dual concentration in English Literature and French. Natalie spent a year as an exchange student in Lyon, France, where she lived with a French family and attended Université Jean Moulin Lyon 3. Natalie received her J.D. from Loyola University New Orleans College of Law and her LL.M. in Taxation from the University of Alabama School of Law.

Outside of work, you can usually find Natalie entertaining her very active young boys on the lacrosse fields or on the mountain biking trails. She and her family enjoy travelling, particularly to places where Natalie can practice her French.

Kelly Nowottnick, J.D.

by

Kelly joined HB Wealth in January 2025 after working with WMS Partners. She is a Senior Wealth Advisor whose focus centers on helping clients identify and pursue the impact they wish to create in their families, their communities, and the world. Kelly works with individuals and families who are navigating the complexities of sudden wealth–whether that wealth is derived from the sale of a business, an inheritance, a divorce, or some other life event. Kelly has over 15 years of experience coaching individuals and families through the intricacies of business succession planning, estate planning, the creation of charities, generational gifting, trust creation and administration, financial literacy, financial stewardship, philanthropy, and impact investing.

Prior to joining HB Wealth, Kelly was a Vice President and Senior Fiduciary Advisor with PNC Bank’s Family Office, known as Hawthorn. Prior to that, she was a practicing attorney in the Tax and Wealth Planning Group of Venable LLP. As a Tax and Wealth Planning Associate with Venable, Kelly planned and administered clients’ estates, advised entrepreneurial clients with respect to their business succession plans, and assisted families and corporations in the creation and administration of private foundations and donor-advised funds. Kelly served on Venable’s Hiring Committee and on the Grants Committee of the Venable Private Foundation.

Kelly graduated magna cum laude from the University of Maryland Carey School of Law and is a member of the Order of the Coif. She served as Associate Editor of Maryland Law Review, in which she was a published author. She was also selected as the Joseph R. Hardiman Leadership Scholar for the Class of 2008. Kelly earned a Bachelor of Science degree in Marketing from the University of Maryland Robert H. Smith School of Business, graduating summa cum laude.

Molly Guenther, CFA, CFP®

by

Molly joined HB Wealth in March 2025 as a Senior Wealth Advisor. She works with her clients to help them achieve their long-term goals through financial planning, investing, and strategic estate planning.

Before joining HB Wealth, Molly spent eight years with Buffington Mohr McNeal in Boise, Idaho, as an Investment Strategist. She spent time at Montag Wealth Management and SunTrust Banks in Atlanta, GA, prior to moving to Idaho.

Molly holds a Bachelor of Science degree in Management from Georgia Institute of Technology. She is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER® professional. Molly is a member and Past President and Trustee of the CFA Society of Atlanta and a member and past Trustee of the Alanta Estate Planning Council. She spent six years as an instructor for the CFA Society of Atlanta’s CFA Review Course. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

Molly enjoys running, biking, watching baseball, and spending time with family and friends.

Please see Important Disclosure Information Regarding Awards and Recognition

Gavron Campbell, CFP®

by

Gavron joined HB Wealth in July 2022 and serves as a Senior Advisory Associate in HB Wealth’s Family Office division. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB Wealth internal retirement planning team, where she assists HB Wealth advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER® certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.

Jennifer I. Storey, CFP®

by

Jennifer joined HB Wealth in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER® designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Jimmy Trimble, CFP®, CEPA

by

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.

Michelle Wolff, CFP®, ADPA®

by

Michelle is a dedicated advisor who has been serving clients at HB Wealth since July 2018. With over 15 years of industry experience, she works closely with individuals and families to help them navigate complex financial decisions and develop thoughtful, long-term strategies tailored to their goals. Michelle has advised a wide breadth of clients and particularly enjoys advising female executives.

Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also earned a Master of Science in Financial Planning from the University of Georgia. 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 free time, Michelle enjoys hiking, playing pickleball, attending Atlanta United matches, and traveling with her fiancé. 

Kelsey Stone, CFP®

by

Kelsey joined HB Wealth in 2014 and is currently a Senior Wealth Advisor. She enjoys working with clients on identifying and prioritizing their financial goals, as well as providing advice on retirement, income and estate planning, risk management, and investments.

In addition to her role as an advisor, Kelsey serves as HB Wealth’s philanthropy chair. She leads a team that plans opportunities for employees to give back to their local communities.

Kelsey has a Bachelor of Arts degree in Communications from the University of Georgia. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER® professional.

Kelsey lives in Roswell with her husband, John, and their three young daughters. In her spare time, Kelsey enjoys participating in her kids’ activities, volunteering at her church, and attending UGA football games.

Jarrod Freeman, CFP®, BFA™

by

Jarrod is a tenured advisor who fosters confidence in your financial freedom. He believes that your advisor relationship shouldn’t be transactional; finances are deeply personal, so he takes care to offer a holistic approach tailored to your current situation and long-term goals. Jarrod and his team specialize in keeping complex situations digestible and discussions conversational. With a decade of expertise, he has advised a wide breadth of client relationships, including experience supporting clients who are widowed, newly divorced, of blended families, or who have family members with disabilities.

Jarrod joined HB Wealth in January 2016. He attended Virginia Tech, where he earned his Bachelor’s in Applied Economic Management with a focus in Financial Planning and a minor in Business. Formerly a member of the Financial Planning Association of Georgia Board of Directors, he is a CERTIFIED FINANCIAL PLANNER® professional and a certified Behavioral Financial Advisor™.

In his free time, Jarrod enjoys writing and playing music as a proud college a cappella alumni, playing golf and tennis, reading history novels, and increasing his indoor and outdoor plant collection. When he’s out of office, you’ll likely find Jarrod exploring vineyards around the world with his wife as they expand their wine collection (and hopefully pursue the Certified Sommelier designation).

Kossandra McDuffie, CPA, CFP®

by

Kossandra joined HB Wealth in 2017. She and her team work with a diverse client base, including working professionals, retirees, doctors, professional athletes, and more. She provides comprehensive wealth management and investment planning to help clients achieve their financial goals. In addition to her role serving clients, Kossandra is the current Chair of HB Wealth’s DEI Committee and enjoys fostering the inclusive environment at HB Wealth.

Before HB Wealth, Kossandra spent three years as a Controller working with payroll, benefits, and general accounting. Prior to that, she spent four years with EY in Atlanta in the Assurance service line.  Kossandra received her Bachelor’s degree and Master’s in Accounting from North Carolina State University and is a Certified Public Accountant (CPA). She completed the University of Georgia’s Executive Program for Financial Planning Certification in 2016.

In her spare time, Kossandra enjoys playing with her dogs, traveling, and spending time with her family.