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, 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.

Chris Walczak, CFP®, CTFA

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Chris joined HB Wealth in January 2025 after working with WMS Partners as a Principal and Senior Client Advisor since 2019. He joined WMS Partners’ Shareholder group in 2021. He is a trusted Senior Wealth Advisor to his clients, as well as a Team Leader, overseeing the delivery of Family Office services by multiple client teams. Further, he serves as Chair of the Advanced Planning Committee.

Prior to joining HB, Chris was a Wealth Strategist for GenSpring SunTrust Private Wealth, and prior to that, with GenSpring Family offices. He spent 13 years there working exclusively with ultra-high net worth families, serving as a trusted advisor and delivering services ranging from Estate and Tax planning to family education and governance.

Active in his professional community, Chris is a member of the Financial Planning Association and is a leader within its Maryland chapter, where he was a member of the board and the Chairman of the Membership Committee. He is also a member of the Howard County Estate Planning Council.

Chris earned his Bachelor’s degree in Economics from the University of Maryland and is an active alumnus. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Trust and Fiduciary Advisor.

Chris spends his personal time with his wife, two sons, and two dogs at their home in Columbia, MD. He enjoys coaching youth sports, spending time on the Chesapeake Bay, and performing his own auto and home maintenance.

Zakia Weber, CFP®

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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, 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.

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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.

Katie Zook, CFP®

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Katie joined HB Wealth in January 2025 after working with WMS Partners for 10 years. As a Wealth Advisor, she is one of the leaders on our planning team, assisting in the analysis, research, and production of financial planning reports. Katie works with clients to develop holistic, personalized financial plans to help them achieve their goals. She is also involved in the training of new associates and advisors.

While at WMS Partners, she began working as an associate and gained experience in operations and financial planning, eventually becoming an advisor.

Katie earned her Master of Arts in Teaching from James Madison University before pursuing a career in Financial Planning. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2019.

In her spare time, Katie enjoys spending time with her family, including her husband and three young children.

Kelly Nowottnick, J.D.

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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, 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.

Andrew Michaels

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Andrew joined HB Wealth, formerly WMS Partners, in December 2024. His team works directly with clients to deliver strategic solutions to help clients build, preserve, and transfer wealth effectively.

Prior to joining HB, Andrew served as a Financial Planning Analyst at Morgan Stanley in Baltimore, supporting financial advisors in developing and analyzing financial plans for clients.

Andrew earned a Bachelor of Science degree from the University of Maryland’s Robert H. Smith School of Business.

Outside of work, Andrew values quality time with friends and family. Andrew also enjoys golfing during the warmer months and snowboarding in the winter.