Paul Ha, CFP®

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Paul joined HB Wealth in January 2025 after working with WMS Partners since June 2021. As an Associate Wealth Advisor, Paul supports the advisory team in areas such as cash flow analysis, investment management, and holistic financial planning. He plays a key role in helping ensure that clients’ financial strategies are well-coordinated and aligned with their goals. His attention to detail and understanding of clients’ needs support the delivery of timely and strategic financial guidance.

Prior to joining HB, Paul was a Support Financial Advisor with Klauenberg Retirement Solutions.

Paul holds a Bachelor’s degree in Business & Economics from Wheaton College. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Paul enjoys spending time outdoors with loved ones, including frequent park visits and hikes with his dog. He appreciates staying active and making the most of nature and fresh air.

Onyi Okoroafor

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Onyi joined HB Wealth in April 2025 as an Associate Wealth Advisor. He assists Wealth Advisors in developing comprehensive financial strategies and building long-term relationships as they look to achieve their financial goals.

Prior to joining HB, Onyi spent more than a decade as a management consultant. His work focused on growth, strategy, and innovation for a variety of clients across industries.

Onyi spends some of his spare time working with a local nonprofit and enjoys coaching both youth and college soccer in the area.

He earned his Bachelor’s degree in Finance from Washington University in St. Louis. He then went on to receive his MBA from the Booth School of Business at the University of Chicago.

In his spare time, Onyi enjoys spending time with his wife and two kids, endurance exercise, and leisure reading.

Sam Callard, J.D.

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Sam joined HB Wealth in January 2025 as a Senior Wealth Advisor and member of the private investments team after working with WMS Partners since August 2016. Sam 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 myriad other components of clients’ financial pictures. Having become a wealth manager from another profession (corporate lawyer), Sam prides himself on being an independent thinker when it comes to solving problems for clients. He finds himself equally comfortable explaining “words” (e.g., legal documents) to clients as he is walking clients through “numbers” (e.g., performance metrics).

Before joining HB Wealth, Sam was Vice President at Matheys Lane Capital Management L.P., a multi-family office based in Providence, Rhode Island. In 2021, Matheys Lane was purchased by SCS Financial, which is headquartered in Boston. During his six years at Matheys Lane, Sam worked with client families on all aspects of their balance sheets, investment portfolios, and estate plans; he also led the due diligence and monitoring processes in connection with all manner of private investment funds, including private equity funds, venture capital funds, and hedge funds. Prior to Matheys Lane, Sam was a practicing corporate attorney at Seward & Kissel LLP, a law firm in New York City. There, he represented hedge funds and investment advisers to hedge funds.

Since 2022, Sam has served on the Board of Trustees of the Baltimore Museum of Art (BMA) as a member of the BMA’s Investment Committee. Since 2023, he has served as the Chair of the Investment Committee.

Sam has a J.D. cum laude from Boston University School of Law and a Bachelor of Arts from Haverford College. In addition, he is a member of the New York State Bar. Sam has passed Level II of the CFA examination.

In his spare time, Sam enjoys spending time with his wife (an elementary school music teacher) and two daughters. His hobbies include trying to read all the periodicals he subscribes to, running, watching a significant amount of men’s and women’s professional tennis, actually playing tennis, as well as fun trips and meals with his family. New York City, Paris, and Providence, Rhode Island, are some of his family’s favorites.

Lesa Crosser, AWMA®

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Lesa joined HB Wealth in January 2025 after working with WMS Partners for 14 years. Lesa works with clients to develop comprehensive investment and cash flow strategies to meet their short and long-term needs and objectives, and to design and evolve tax and estate plans to fulfill their legacy intentions.

While at WMS Partners, Lesa spent many years working with high-net-worth individuals and families, advising clients and contributing to the firm in various leadership and committee roles. She began her wealth management career working with clients at Legg Mason in Baltimore, and also spent time advising individual and institutional clients at Citigroup Smith Barney.

Lesa is passionate about service and giving back to the community. She has led financial workshops for graduating college seniors and workshops providing practical financial and investment education to students. Lesa supports Caroline Center, a Baltimore non-profit helping women transform their lives. She is a past Board Member and former Chair of the Investment Committee. She also served on the UMMS St. Joseph Medical Center Advisory Council. Lesa is active in her church and community, volunteering and supporting St. Margaret School and community outreach projects.

Lesa is an Accredited Wealth Management Advisor (AWMA®), which encompasses comprehensive planning and investment management expertise.

Lesa adores spending time at the beach and in the mountains. While she relishes a good book, she is an outdoor enthusiast and enjoys hiking, kayaking, fishing, boating, and lots more as long as it’s under a big blue or starry sky. Lesa is also fond of preparing delicious cuisine and pairing courses with interesting wines and is famous in some parts for her Chesapeake and Southern culinary comfort creations. One of Lesa’s greatest pleasures is traveling with her family, exploring new destinations, and celebrating new adventures.

Gosia Elashmawy, CFP®

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Gosia joined HB Wealth in January 2025 and serves as a Senior Wealth Advisor & Shareholder after working with WMS Partners since 2011. Gosia collaborates with clients to develop holistic, personalized financial plans to help them achieve their personal and financial goals. She utilizes her personalized approach to understand clients’ unique circumstances and develop a plan that aligns with their specific needs. Gosia specializes in cash flow and retirement planning and helps families make appropriate decisions for their financial future.

Gosia joined WMS Partners as an intern and has progressed to become a Senior Advisor and Shareholder.

Gosia is involved in the FPA of Maryland and is a co-chair of their Pro-Bono Committee. She also volunteers with Savvy Ladies, helping women with their financial planning questions.

Gosia earned her Bachelor’s degree in Business and Management from The Carey Business School of Johns Hopkins University. She is a CERTIFIED FINANCIAL PLANNER® professional.

Jackson Finigan III, CFP®

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Jackson joined HB Wealth in January 2025 after working with WMS Partners since 2023. He works with families on cash flow planning, estate and wealth transfer strategies, and investments.

Before joining HB Wealth, Jackson and his wife lived in NYC, where he worked for wealth management groups at J.P. Morgan and Wells Fargo Advisors.

Jackson has volunteered and worked with Harlem Lacrosse, the Ulman Foundation, and the Willie Fund.

Jackson earned his Bachelor’s degree in Finance from the University of Delaware and his MBA with a major in Finance from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER® professional. He was a Division 1 lacrosse player for the University of Delaware and a 3-time captain for the program.

In his spare time, Jackson enjoys golfing and spending time with friends and family, including his wife and daughter. He is also an avid Boston sports team fan.

Jeff Hill

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Jeff joined HB Wealth in January 2025 after working with WMS Partners. As Senior Wealth Advisor, he serves as family “CFO” to help clients gain knowledge and clarity to make thoughtful, informed decisions. Leveraging the combined experiences of our client families and professionals, Jeff helps families navigate complex financial issues and develop long-term strategies.

Prior to joining HB Wealth, Jeff was an analyst with a Registered Investment Advisor in Timonium.

Jeff is a graduate of the University of Maryland, where he earned a Bachelor of Science degree in Finance.

Tony King, CFA

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Tony joined HB Wealth in February 2025 as a Managing Director. He uses his 25 years of experience in the wealth advisory industry to help clients achieve their goals and objectives while adhering to the highest ethical and fiduciary standards. Tony’s areas of expertise include asset allocation, portfolio construction, and risk management.

Prior to joining HB, Tony was a Managing Partner and Director of Private Wealth with Asset Strategy Consultants, President and Founder of the Belay Group, and Managing Director, Equity Capital Markets at Wells Fargo Securities.

Tony is a board member and co-founder of The Josie King Foundation. He also serves on the board of Smart Patients.

A Chartered Financial Analyst (CFA) Charterholder and member of The CFA Institute, Tony earned a Bachelor of Science degree in Economics from the University of Colorado Boulder and a Master of Business Administration in Finance from the Kogod School of Business at American University.

Hugh Palmer

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Hugh joined HB Wealth in January 2025 after working with WMS Partners for five years. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning.

Prior to joining HB, Hugh served five years in the U.S. Army. He spent 18 months in Germany serving as an Infantry Platoon Leader and Reconnaissance Platoon Leader with the 2nd Cavalry Regiment. Following his time in Germany, he served as an Operations Officer and Executive Officer in the 75th Ranger Regiment.

Hugh earned his B.S. in Economics from the United States Military Academy and went on to receive his MBA from the Wharton School at the University of Pennsylvania.

In his spare time, Hugh enjoys spending time with his family and friends, including his wife and child. He also enjoys trail running, powerlifting, and gardening.

Alex Price, CFP®

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Alex joined HB Wealth in January 2025 after working with WMS Partners since 2021. He and his team help navigate their clients’ complex financial well-being and develop long-term plans to achieve their goals.

Before joining HB, he spent four years with an RIA in Hunt Valley, MD. There, he worked directly with clients as a Financial Advisor.

Alex earned his Bachelor’s degree in Business Administration with a concentration in Finance from Towson University. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2019.

In his free time, Alex enjoys golfing, playing tennis, and spending time with his wife and daughter.

Paul Speargas, CFA

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Paul joined HB Wealth in January 2025 after working with WMS Partners since 2008, and as the firm’s Chief Investment Officer for over six years. He has focused his career on working with high-net-worth individuals and multiple generations of families, helping them navigate complex financial issues and develop long-term strategies.

Prior to joining HB Wealth, Paul was a Senior Portfolio Manager at Mercantile Investment and Wealth Management. Before that, he worked as a Vice President and Portfolio Manager at Bank of America’s Private Bank and its predecessors.

Paul is on the Board of Trustees of The Odyssey School, where he serves as Chair of the Investment Committee. He is a former member of the Board Quality Committee for the Greater Baltimore Medical Center (GBMC), a member of the Loyola Blakefield Alumni Board, and a former Trustee of Mother Seton Academy.

Paul is a Chartered Financial Analyst (CFA) Charterholder and an active member of the CFA Institute and the Baltimore CFA Society. He has a Bachelor of Arts degree and a Master of Business Administration, with a concentration in finance, from Loyola University.

Paul loves to spend time with his family and friends. He plays golf and runs regularly. Paul enjoys reading and listening to an eclectic range of music, preferably live.

Rebecca Streamo, J.D.

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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.