Jacob Kelly

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Jacob joined HB Wealth in January 2025 after working with WMS Partners since January 2024. Jacob 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, and tax coordination. He provides direct assistance to client advisors. He also collaborates with portfolio managers on the investment management of client portfolios, including public and private investments.

Jacob enjoys volunteering at the Ulman House and serving on the Cardinal Crease Club Foundation as a board member. He also coaches club high school lacrosse for the Fellowship of Christian Athletes in Baltimore, MD.

Jacob is a graduate of the University of North Carolina at Chapel Hill, where he earned a Bachelor of Arts degree while captaining the men’s varsity lacrosse team in his senior year. He continued his academic and athletic journey at Georgetown University, earning a Master of Science in Management degree from the McDonough School of Business while playing one year for the varsity men’s lacrosse team.

In his spare time, Jacob enjoys spending time with his family and friends, playing golf, and rooting for his hometown Ravens and Orioles.

Gary Anderson, CPA, PFS, J.D., AEP

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Gary joined HB Wealth in January 2025 after working with WMS Partners for 10 years as a Senior Financial Advisor and Senior Planner. He is currently a Wealth Strategist. He specializes in complete family wealth planning, with a specific focus on creative tax and estate planning strategies, retirement planning, insurance, and executive benefit consulting.

Prior to joining HB, Gary was a Principal at Glass Jacobson Investment Advisors in Owings Mill, MD. He was a Tax Partner at KPMG LLP for 20 years and began his career as a Tax Associate at Venable LLP in Baltimore, MD.

Gary stays active in the Baltimore community through his volunteer efforts for The Associated: Jewish Federation of Baltimore, where he is a member of the Program Committee for its Planned Giving Roundtable series for all professional disciplines involved in planned giving. He is also a member of the Development Committee for The Walters Art Museum in Baltimore.

Gary holds a Bachelor of Science Degree Business Administration in Accounting from Lehigh University and earned his J.D. with honors from the University of Maryland School of Law. A member of the Maryland Bar Association (MSBA), he is also a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and an Accredited Estate Planner (AEP). Gary is a member of the MACPA, where he serves as Co-Chair for the annual Advanced Tax Institute’s Estate Planning Day. He has previously held several securities and life insurance-related licenses. Gary is also a member of the Baltimore Estate Planning Council, where he has previously served as President.

Gary enjoys spending time with his family, traveling, cooking, and futilely trying to lower his golf handicap.

Meredith Mighty, CDFA®, AIF

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Meredith joined HB Wealth in June 2025 as a Wealth Advisor. Working with our clients, she evaluates their financial situation and analyzes financial strategies to create solutions that help to achieve their objectives. Meredith partners with clients to handle the challenges of managing their wealth in a way that is meaningful to attaining their goals while allowing them to focus more time and resources on what is important to them.

Meredith brings a wealth of experience in institutional fund analysis, family office services, and trust administration. Her career includes roles as an advisor at UBS as well as time spent in research and project management at Legg Mason Capital Management. In addition, she created and worked at a private single family office and served as an investment officer at Argent Financial Group.

She holds a Bachelor of Arts degree in Economics from Emory University and an MBA from the Robert H. Smith School of Business at the University of Maryland. Meredith has earned the Accredited Investment Fiduciary (AIF) designation and is a Certified Divorce Financial Analyst (CDFA).

Chad Norfolk, CFP®

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Chad joined HB Wealth in January 2025 after working with WMS Partners. He serves as a Senior Wealth Advisor, Market Leader, and Shareholder. In his role, he provides clients with the guidance and clarity they need to accomplish their goals. He focuses on strategic initiatives throughout the firm and is passionate about driving innovation and continually improving our client experience.

Chad has worked in the wealth management industry since 1997. He spent the first decade of his career as a partner in a family office specializing in working with professional baseball players. From 2006 to 2014, he was a Partner and COO for a Registered Investment Advisor in Columbia, MD.

Chad’s expertise and opinions have been sought by several publications, including the Wall Street Journal, MarketWatch.com, Investor’s Business Daily, Financial Planning Magazine, and the Baltimore Business Journal.

Chad is a former board member of the Ulman Fund, helping to serve young adults fighting cancer. He has stayed active in the local community, coaching soccer and lacrosse in programs throughout Carroll County.

Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and member of the Family Wealth Alliance and Ultra-High Net Worth Institute. He is a proud graduate of the 2015 Charles Schwab Executive Leadership Program.

In his spare time, Chad stays busy raising his children and enjoys staying active in boxing classes, weightlifting, soccer, golfing, and playing racquet sports.

Martin Eby, CFP®

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Martin joined HB Wealth in January 2025 after co-founding WMS Partners in 1993, where he served on the Board of Directors and chaired the firm’s Real Estate Investment and Charitable Committees. Martin served as Chief Advisory Officer, leading the firm’s Advisors and Client Services Teams until December 2017. As Senior Wealth Advisor, Martin is responsible for the general operations and management of the firm’s Family Office clients. This includes overseeing the investment of funds, managing risk, supervising cash management activities, and executing strategies to support the family’s current and future needs.

Prior to forming WMS Partners in 1993, Martin served as a Financial Advisor at CIGNA Individual Financial Services and the Charter Corporation.

Martin has been recognized by Forbes as a Best-in-State wealth advisor in 2020, 2021, 2022, 2024, and 2025.

Martin is a member of the Board of Trustees of Cristo Rey Jesuit High School, where he serves as Chair of the Investment Committee as well as on the Development Committee. Previously, Martin served on the Board of Trustees of The Odyssey School in Stevenson, MD, as Chair of the Investment Committee. Martin has also been active in various associations, including The Associated Catholic Charities of Baltimore, The McDonogh School, Notre Dame Preparatory School, The U.S. Naval Academy, and his church.

Martin is a graduate of Loyola University, where he earned a Bachelor of Arts in Business Administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986 and was a member of the National Association of Personal Advisors (NAPFA) for over 15 years.

A fourth-generation Baltimore native, Martin has been married for over 30 years and has three children and two grandchildren.

 

Please see Important Disclosure Information Regarding Awards and Recognition.

George Johnson, CFP®

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George joined HB in June 2025, where he serves as a Senior Advisory Associate.

Before joining HB, George was an advisor at Merrill Lynch in the Atlanta Buckhead Market. There, he specialized in offering financial planning and investment guidance to clients ranging from mass affluent to ultra-high net worth individuals.

George actively participates in community events and maintains a strong engagement with the Berry College alumni group.

George earned his Bachelor’s degree in Finance with a minor in Economics from Berry College. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

George and his wife, Camille, both work in finance and share a love for visiting the beach. In his free time, George enjoys socializing with friends, playing golf and pickleball, hiking, and traveling.

Keir Pienaar, CFP®

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Keir joined HB Wealth in June 2025 and serves in the firm’s advisory department, helping clients align their financial and family goals to achieve greater peace of mind. He brings deep expertise in cash flow management, financial planning, strategy, and investing, tailoring solutions to each client’s unique needs. Keir has guided families through a wide range of life events—both challenging and pivotal—helping them confidently navigate their financial futures.

Prior to joining HB, Keir spent six years at a boutique wealth management firm in Atlanta, where he rose from one of the first interns to Vice President of the Advisory Department. In this role, he led the firm’s financial planning initiatives, oversaw its internship program, and served on the management team. Keir was especially focused on making complex financial strategies clear, relatable, and actionable.

Keir earned his Bachelor’s Degree in Business Administration with a concentration in Finance from the J. Mack Robinson School of Business at Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

In his spare time, Keir enjoys staying active—whether at the gym, on the golf course, or traveling to new countries. He has a passion for exploring different cultures and cuisines and is an avid chess player. Outside the office, you’ll often find him discovering new coffee shops, spending time with family, or perfecting his steak-cooking skills.

Robert DiBenedetto

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Robert joined HB Wealth in July 2025. He is a Wealth Advisor responsible for providing investment and wealth planning advice to business owners and their families, along with their trusts, estates, retirement plans, and foundations. In conjunction with HB Wealth, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.

Before joining HB Wealth, Robert spent six years with Bernstein Private Wealth Management in Atlanta. He brings deep experience from his prior role as a Wealth Advisor, primarily serving business owners, their families, retirement plans, and foundations.

An engaged member of the Greenville, SC community, Robert recently served as President of the Christ Church Episcopal School Alumni Association, where he helped foster meaningful alumni engagement and supported the organization’s mission alongside a dedicated team of volunteers. He will continue to serve in a leadership role as Past President in the coming year.

Robert earned his Bachelor’s degree in English with a concentration in Writing & Publication Studies from Clemson University and went on to receive his International Master’s in Business Administration from the University of South Carolina. He is registered with FINRA.

Robert’s passions, which include sports, hunting, fishing, and conservation work, are seasonal by nature and keep him looking forward to each rotation around the sun. He finds the most joy in fellowship and sharing his love for the outdoors with others — especially his wife (Hannah), son (Robert), daughter (Leigh), and black lab (Boozie).

Greg Belatti, J.D., MBA

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Greg joined HB Wealth in May 2025. He brings a unique blend of legal, operational, and leadership experience to his role. As a J.D./MBA with years of experience inside a multi-family office, Greg has spent his career helping families make smart decisions—whether it’s coordinating with advisors, planning for generational transitions, or just keeping the day-to-day running smoothly.

Before joining HB Wealth, Greg served as Partner and General Counsel for a family investment firm, where he helped lead strategic initiatives across legal, operations, and estate planning. His earlier career includes nearly a decade as a corporate attorney focused on franchise, real estate, and business transactions. He also served as a U.S. Navy Supply Corps Officer, where he was responsible for logistics and financial operations during overseas deployment—a role that shaped his steady, solutions-oriented approach.

Greg serves as an Advisory Board Member of the Chick-fil-A Peach Bowl.

Greg earned his undergraduate degree from the University of Notre Dame, earned his J.D. from the University of Illinois Chicago School of Law, and later added an MBA from the Georgia Tech Scheller School of Business.

When he’s not working with families or legal teams, you can find him spending time with his own family, coaching youth sports, or enjoying a round of golf.

Todd Wickwire

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Todd joined HB Wealth in January 2025 as a Shareholder after working with WMS Partners. He is a Managing Director, working with HB’s senior leadership to align growth priorities with the company’s overall mission and vision.

Prior to joining HB, Todd was CEO of WMS Partners, a multi-family office based in Baltimore, Maryland, that merged with HB Wealth in January of 2025. Before beginning his career in wealth management in 2019, Todd enjoyed a three-decade career in investment banking, holding senior positions across a variety of departments, including mergers & acquisitions, corporate finance, institutional sales & trading, and research. Todd began his career as an investment banker at Alex. Brown & Sons before joining Wells Fargo Securities as Head of Equity Capital Markets and ultimately assuming the role of Director of U.S. Equity Research. While at Wells, Todd was chairman of the firm’s equity transaction screening committee and a voting member of the firm’s equity underwriting commitment committee.

Todd graduated Phi Beta Kappa from Franklin & Marshall College and earned his MBA from the Wharton School of the University of Pennsylvania.

Sean Maguire, CFA

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Sean joined HB Wealth in February 2025 as a Senior Wealth Advisor. He has spent his entire career in the Wealth Management industry helping individuals, families, and not-for-profits achieve their personal and financial goals. His ability to listen to clients and hear their concerns has allowed him to build relationships and proactively identify solutions that are well researched and customized.

Before joining HB Wealth, Sean spent 15 years at BNY Mellon Wealth Management. There, he managed a book of clients and held a leadership role overseeing the Tampa and Winter Park offices.

Sean has held leadership and board member roles in various community not-for-profits. These include his local church, schools his children have attended, and other organizations focused on the well-being of the community.

Sean earned his BSBA with a major in Finance from Xavier University in Cincinnati, Ohio. He is also a CFA charterholder.

In his spare time, Sean enjoys playing golf, hiking, and watching college basketball. He is also an aviation enthusiast and holds a private pilot license. Sean is married and has two daughters.

Molly Guenther, CFP®, CFA

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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 is a member of the Rotary Club of Boise and serves on the Finance Committee for Ronald McDonald House Charities of Idaho. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

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 of the CFA Society of Atlanta.

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

Please see Important Disclosure Information Regarding Awards and Recognition