Kai Kressman, CRPC®

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Kai joined HB Wealth in March 2026 as a Senior Advisory Associate. In his role, he provides technical support to Wealth and Senior Wealth Advisors, acting as the key internal liaison to their advisory team to help ensure the successful delivery of agreed-upon client service standards for an assigned set of client relationships.

Prior to joining HB Wealth, Kai worked at Verdence Capital Advisors in their Multi-Family Office, where he provided day-to-day service to an assigned group of UHNW client accounts.

Kai attended Towson University for his undergraduate degree and the University of Georgia for his master’s degree. He also holds a Chartered Retirement Planning Counselor (CRPC®) certificate.

In his spare time, Kai enjoys going to the gym, playing golf, and snowboarding with friends and family.

Christopher Johnson

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Christopher joined HB Wealth in January 2026 as a Senior Advisory Associate. In his role, he is responsible for developing comprehensive financial and investment strategies for clients.

Prior to joining HB Wealth, Christopher spent 3 years with an independent Financial Planning firm in Houston, TX, where he developed comprehensive financial plans for clients.

Christopher holds a Bachelor’s of Science in Business Administration – Finance from Auburn University.

In his free time, Christopher enjoys spending time with friends, rooting for Houston sports, and playing water polo with the Atlanta Rainbow Trout. He also serves as a part-time water polo coach for Chamblee High School.

Amy Jackson, ChFC®

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Amy joined HB Wealth in January 2026 as a Senior Advisory Associate. She works on a team that helps clients achieve their financial goals through cash flow management, investing, risk analysis, and retirement planning.

Before joining HB Wealth, Amy spent four years working at a boutique Registered Investment Advisory firm in Decatur, GA that focused on financial planning for individuals and families.

Amy and her family are active members of Decatur First United Methodist Church, where Amy volunteers with food security and distribution initiatives.

Amy has a Bachelor’s degree from The University of the South. In 2022, she received her Chartered Financial Consultant designation from The American College for Financial Services.

Amy lives in Decatur, GA with her husband and daughter. In her free time, she enjoys traveling with her family.

David Gasper, CFP®, CIMA®

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David joined HB Wealth in January 2026 and serves as an Associate Wealth Advisor. In his role, he supports lead advisors and clients with financial planning, meeting preparation, and general support.

Prior to joining HB Wealth, David spent a year at Marshall Financial Group as a Financial Advisor. Prior to Marshall, he worked at Merrill Lynch as a client service associate.

David holds CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® (CIMA®) designations.

In his spare time, David enjoys spending time with his wife, Kiera, and four-month-old daughter, Argelle, reading history, sharpening his chess game, or spending time on the jiu-jitsu mats!

Dalton Roberts

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Dalton joined HB Wealth in January 2026 as a Senior Advisory Associate. He works within a team supporting clients to help them achieve their financial goals.

Before joining HB Wealth, Dalton spent eight years with Fisher Investments. There, he worked in client service, as well as investment solutions. He supported both private and institutional clients through partnerships with advisory and investment teams.

Dalton has a Bachelor’s degree in Business Administration, with a major in Finance, from Oklahoma State University.

Outside of work, Dalton is a big college football and Premier League soccer fan. He also enjoys spending time outdoors on walks or hikes with his fiancée and their corgi.

TJ Neubauer

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TJ joined HB Wealth in January 2026. He works closely with Senior Wealth Advisors to develop comprehensive financial plans and implement investment strategies for individuals and families.

Prior to joining HB Wealth, TJ spent 9 years at T. Rowe Price, partnering with financial advisors in the Mid-Atlantic and Southeast by helping to educate their clients and grow their businesses.

TJ is a graduate of Fairfield University, where he earned his Bachelor’s degree in Marketing from the Dolan School of Business, while also captaining the men’s lacrosse team during his junior and senior years.

In his spare time, TJ enjoys spending time with his wife and daughter, golfing, and rooting for his hometown teams, the Ravens and the Orioles.

Matthew Moore, MBA

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Matthew joined HB Wealth in October 2025. He and his team provide comprehensive, multi-dimensional wealth management and planning advice to ultra-high net worth families, family offices, business owners, executives, and related foundations. Leveraging over a quarter century of experience in wealth management, he delivers practical, customized wealth management advice integrating intergenerational and charitable planning, cash flow and balance sheet management, and portfolio management solutions.

Prior to joining HB Wealth, Matthew spent over 26 years with the J.P. Morgan Private Bank as a Senior Banker and Investor in New York, Atlanta, and Charlotte. He was the Founding Advisor of J.P. Morgan Private Bank’s Charlotte office, with responsibility for the firm’s practice in the Carolinas.

Matthew is active in the Charlotte community, serving on the Board of Trustees of The Mint Museum, North Carolina’s first and preeminent art museum. He is also serves as an Ambassador for the Levine Children’s Hospital and is active in coaching youth sports.

Matthew earned his Bachelor of Arts degree and his Master of Business Administration from the University of Virginia, where he also competed as a four-year letterwinner in Varsity Baseball as an undergraduate.

In his spare time, Matthew enjoys spending time with family, including his wife and two children, and friends, traveling to explore wine country and ski destinations, college sports, and reading.

Nate Allen

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Nate joined HB Wealth in January 2025 after working with WMS Partners. As a Senior Wealth Advisor, he specializes in wealth advisory services and alternative private investments for high-net-worth families, family offices, foundations, and trusts. Nate works with numerous families on all aspects of their financial lives, including helping manage their investment portfolios, analyzing cash flows, advising on life and property insurance, and serving as a partner in the oversight of the many components of clients’ financial pictures. He is a member of the firm’s Private Investment Committee.

Nate has over 30 years of experience in the financial services industry. He began his career with J.P. Morgan Chase & Co. in New York, where he advised senior management and owners of both public and private companies. While at UBS Financial Services, Inc. and Deutsche Bank Alex. Brown, he worked closely with high-net-worth families and family offices to develop and execute customized investment strategies and estate planning solutions.

Nate holds a Bachelor of Arts degree from Trinity College.

Nate is the past President of the Friends of French Farm in Greenwich, CT. In addition to spending time with his family, he enjoys outdoor activities, including fly fishing and golf.

Bryan Walls, J.D.

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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.

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Rebecca Warner

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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

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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®

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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.