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  • About Us
    • The HB Wealth Story
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  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
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          Suddenly Single Individuals
          Multi-Generational Families
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          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of May 31, 2025

          See How We Help Individuals and Families
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          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
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          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
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          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
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          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
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          Multi-Generational Families
          Multi-Generational Families

          Our multi-generational family office services extend beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
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          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
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        • Individuals and Families
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  • Meet The Team
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    • Atlanta, GA
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    • Greenville, SC
  • Insights and News
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    • HB Wealth in the News
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Bryan Walls, J.D.

October 3, 2025 by

Bryan joined HB Wealth in September 2025 and works as a Wealth Advisor. He focuses on the alignment of client priorities, goals, and values with their financial plans, as well as cash flow analysis, investment strategy, risk and tax mitigation, and legacy/philanthropic planning. In his work, he offers proactive guidance with thorough execution and implementation.

Before joining HB Wealth, Bryan most recently worked with Wealth Enhancement (previously JOYN) for 7 years. Prior to that, he worked at Personal Capital (now Empower) for 8 months. He started his career in the industry with Fidelity Investments in 2010, where he worked for 7 years.

Bryan is a six-year recipient of the Atlanta Five-Star Wealth Manager award, winning the award in 2019, 2021, 2022, 2023, 2024, and 2025.

Bryan received a degree in political science from the University of North Carolina at Chapel Hill, and went on to receive his J.D. from Southern University Law Center.

In his free time, Bryan enjoys spending time with his wife and 2-year-old son, fitness and exercise, movies, and experiencing new restaurants.

Please see Important Disclosure Information Regarding Awards and Recognition

Rebecca Warner

September 26, 2025 by

Rebecca joined HB Wealth in September 2025. She works closely with multi-generational families with complex balance sheets, private business owners, and family offices to support their long-term financial goals through thoughtful, customized advice. She delivers the firm’s comprehensive wealth management solutions, including cash flow planning, investment management, estate planning, and coordinated financial strategies tailored to each client’s unique circumstances. With a deep understanding of her clients’ financial lives, Rebecca is able to anticipate needs, uncover opportunities, and offer practical, forward-looking guidance as their priorities evolve.

Before joining HB Wealth, Rebecca spent over 9 years at J.P. Morgan’s Private Bank, during which time she delivered solutions across investments, wealth planning, credit, and banking to ultra-high-net-worth clients. Before J.P. Morgan, Rebecca worked as a Market Research Specialist for Falcon Capital Advisors in Washington, D.C.

Rebecca is a member of the Mecklenburg County Colonial Dames and Mint Museum Auxiliary and is involved in Madelyn’s Fund.

Rebecca graduated magna cum laude from Sewanee: The University of the South and earned her Master’s in Business Administration from the University of North Carolina Kenan-Flagler Business School.

Andrea Smith

September 22, 2025 by

Andrea is a Senior Wealth Advisor in HB Wealth’s Family Office division. She serves ultra-high-net-worth families, business owners, executives, and single-family offices, helping them achieve their financial objectives and manage the opportunities of their wealth. Andrea leverages her extensive experience to provide comprehensive financial planning, investment management, and strategic estate planning.

Before joining HB Wealth, Andrea spent 7 years at J.P. Morgan’s Private Bank, during which time she delivered the firm’s full suite of wealth management solutions across investments, wealth planning, credit, and banking. Prior to her time at J.P. Morgan, Andrea worked at FTI Consulting as an Executive Compensation Senior Consultant, evaluating performance plans and designing executive pay structures.

Andrea serves on the Board of Directors for the Women’s Impact Fund, a Charlotte-based collective giving organization, and is also an active member of the Mint Museum Auxiliary.

Andrea graduated from Vanderbilt University and went on to receive her MBA from Duke University’s Fuqua School of Business.

Brittan Fussell, CFP®

September 16, 2025 by

Brittan joined HB Wealth in August 2025. He enjoys helping families and individuals make sense of their financial world. He works closely with clients to build clear strategies for investing, retirement, and cash flow planning, always keeping their goals and values at the center of the conversation. Brittan focuses on turning complicated financial concepts into simple, actionable strategies so clients can feel confident about their future and spend more time enjoying the things that matter most.

Before joining HB Wealth, Brittan spent seven years with Wealth Enhancement Group in Sandy Springs, Georgia.

Brittan earned his Bachelor’s degree in Business Administration with a concentration in Personal Financial Planning from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER® professional.

In his spare time, Brittan enjoys spending time with friends and family, including his wife and two young children. When he’s not cheering on the Falcons and Braves, you may find him cooking, gardening, playing pickleball, or watching movies.

Michael Binnicker, CFP®

September 8, 2025 by

Mike joined HB Wealth in August 2025 as a Shareholder and Senior Wealth Advisor, bringing nearly 20 years of experience in comprehensive wealth management. Before joining HB Wealth, he spent almost nine years at Balentine in Atlanta, where he served as a Principal and Senior Relationship Manager. In that role, he advised high-net-worth individuals and families on complex investment strategies, tax optimization, and multi-generational estate planning, with an emphasis on aligning wealth with long-term family utility and legacy goals.

Earlier in his career, Mike was an Investment Associate at JP Morgan Advisors, where he supported portfolio construction and client relationship management. He began his career at AllianceBernstein in the Atlanta office, spending eight years developing expertise in financial planning, asset allocation, and client engagement, forming the foundation for his long-term success in serving sophisticated client needs.

Michael earned his B.B.A. in Management with Honors from the University of Georgia in 2004. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association of Georgia, a graduate of the Atlanta Philanthropic Advisor Leadership Institute, and a member of the Atlanta Estate Planning Council.

Michael lives in Dunwoody with his wonderful wife and two energetic sons who keep life anything but boring. In his rare moments of quiet, he enjoys reading, exploring new restaurants, reflecting on paradoxes, and passionately supporting the Georgia Bulldogs, although he often succumbs to the questionable choice of cheering for the Dallas Cowboys.

ReKeithen Miller, CFP®, EA

September 3, 2025 by

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.

Cari Elliott, CFP®

July 31, 2025 by

Cari joined HB Wealth in January 2025 after working with WMS Partners since September 2021. She began her career with WMS Partners as an advisory intern and joined the firm full-time after graduating from Towson University in May 2022. As an Associate Wealth Advisor, Cari works closely with senior advisors to help develop and implement a client’s financial plan. In addition, she collaborates with the investment team and works on special projects.

Cari enjoys participating in volunteer events in the Baltimore area with her colleagues.

Cari earned her Bachelor’s degree in Business Administration with concentrations in Financial Planning and Marketing from Towson University. She is a CERTIFIED FINANCIAL PLANNER™ professional.

In her spare time, you will find Cari cheering on the Ravens and spending time with her family, friends, and dog.

Kyle Cotoia, CFP®

July 31, 2025 by

Kyle joined HB Wealth in January 2025 after working with WMS Partners since October 2024. He supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, tax coordination, and special projects as needed. He provides direct assistance to client advisors.

Previously, Kyle was a Client Services Specialist at an LPL advisor in Catonsville, Maryland.

Kyle earned his Bachelor’s degree in Finance and Accounting from the University of Maryland, College Park. He also completed Boston University’s Financial Planning program and is a CERTIFIED FINANCIAL PLANNER® professional.

In his spare time, Kyle enjoys spending time with friends and family, playing in a local softball league, and golfing.

Tyler French

July 31, 2025 by

Tyler joined HB Wealth in January 2025 after working with WMS Partners. As an Associate Wealth Advisor, he supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, tax coordination, and special projects as needed. He provides direct assistance to client advisors.

Before joining HB, Tyler spent two years as an Investment Research Analyst at Founders Financial in Towson, MD. Prior to that, he spent a year with StepStone Group as an Investment Performance Analyst in the Venture Capital Group.

Tyler is a graduate of the University of Maryland, College Park. He earned a Bachelor of Science degree in Finance from the Robert H. Smith School of Business. While at Maryland, Tyler was in both the Banking and Private Wealth Management and the Emerging CFOs Fellows Honors Programs. Tyler is a Chartered Financial Analyst (CFA) Level II candidate.

Tyler currently resides in the Canton neighborhood of Baltimore and enjoys skiing, walking in the Inner Harbor, working out, and hanging out with friends.

Claire Huppert

July 31, 2025 by

Claire joined HB Wealth in January 2025 after working with WMS Partners since July 2021, after graduating from college, and currently serves as an Associate Wealth Advisor, working closely with individuals and families to develop comprehensive financial and investment strategies. She takes pride in understanding the unique details of each client’s financial situation. Her deep familiarity with both her clients and the financial planning process allows her to be proactive in offering thoughtful solutions and responsive to their evolving needs. Claire is passionate about building strong relationships and helping clients feel confident in their financial decisions.

Prior to joining HB, Claire had a marketing internship, a communications internship, and a consulting internship.

Claire holds a Bachelor of Science in Economics with a double major in English from the University of Maryland. She was a member of the Honors College, where she participated in the Gemstone Program—a unique, multidisciplinary research initiative focused on team-based, long-term projects that address real-world challenges.

Claire enjoys spending quality time with her friends, family, and her golden retriever. An avid skier, she loves hitting the slopes whenever she gets the chance. She also finds joy in creative hobbies like sewing, and enjoys reading in her downtime.

Harrison Rafiq, CFA

July 31, 2025 by

Harrison joined HB Wealth in January 2025 after working with WMS Partners since January 2022 and is currently an Associate Wealth Advisor. Harrison plays a key role in supporting the development and execution of comprehensive financial plans tailored to the unique needs of ultra-high-net-worth families. He collaborates closely with senior advisors and clients to gather financial data, analyze investment strategies, and coordinate estate, tax, insurance, and philanthropic planning efforts.

Harrison earned his Bachelor’s degree in Finance from Towson University. He is a Chartered Financial Analyst (CFA) and a member of the Baltimore CFA Society.

In his spare time, Harrison enjoys playing soccer, golfing, relaxing at the beach, and spending time with family and friends.

Timothy Riley, CFP®

July 31, 2025 by

Timothy joined HB Wealth in January 2025 after working with WMS Partners since 2021, as a summer intern, and then came on full-time in July 2022. He works closely with other Analysts, Associates, Wealth Advisors, and Senior Wealth Advisors to deliver comprehensive financial planning to our Family Office clients. Timothy recently passed the CFP® exam and looks forward to growing as a planner and continuing to provide a white-glove client experience with his colleagues.

Timothy earned his Bachelor’s degree in Economics with a concentration in Finance from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Timothy is an avid Baltimore sports fan, enjoys travelling, and is looking forward to marrying his fiancée, Emily, next August.

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