Rory Glatt, CFP®

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Rory joined HB Wealth in July 2023 and is currently a Senior Advisory Associate. Before joining HB Wealth, he spent two years with an independent financial planning firm in Woodstock, GA.

Rory earned his B.S. from Berry College as a Gate of Opportunity Scholar, where he also played collegiate tennis. In 2022, he completed the Executive Program for Financial Planning at UGA’s Terry College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Rory lives near the Marietta Square with his wife, Breelan, and their golden retriever, Breaux. Outside of work, he enjoys tennis, training for triathlons, and time with friends and family.

Dhruv Patel

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Dhruv joined HB Wealth in July 2023 and serves as a Senior Advisory Associate after an internship with HB in 2022.

He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.

Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.

Bryan Kamau, CFP®

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Bryan joined HB Wealth in April 2023 as an Associate Wealth Advisor on the Financial Planning team.

Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.

He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER® professional.

Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.

Nick Brink, CFP®

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Nick joined HB Wealth in January 2023 and serves as a Senior Advisory Associate. He brings with him valuable experience as an Operations Analyst at another firm in the Atlanta area. As a CERTIFIED FINANCIAL PLANNER®, Nick is dedicated to helping clients craft personalized financial plans and guide them through the execution of their long-term goals.

Nick earned his Bachelor’s degree in Business Administration from the University of Tennessee, Knoxville in 2019 and completed the University of Georgia – Terry College of Business – Executive Program in Financial Planning in 2022.

A native of Atlanta, Nick enjoys spending his free time running, exploring the outdoors, and spending time with family and friends.

Demi Okesanjo, CFP®

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Demi joined HB Wealth in October 2022 after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.

Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER® practitioner.

In her spare time, she enjoys traveling and spending time with her family.

Sarah Smith, CFP®

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Sarah joined HB Wealth in 2022 after working for Oakbridge Partners since 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah completed the University of Georgia’s Terry College of Business CFP® Certification Program and obtained her CERTIFIED FINANCIAL PLANNER™ certification in the summer of 2023.

In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.

Sean Lennox, CFP®, ChFC®

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Sean joined HB Wealth in 2022 after working with Oakbridge Partners since 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. He received his Bachelor’s of Science in Psychology from Davidson College and his MBA from Queens  University of Charlotte.

A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently plays for an adult league team in Atlanta. He and his wife Claire live in Decatur, GA with their two children and black lab.

Brian Sipple, CFP®

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Brian joined HB Wealth in June of 2022 and serves as a Senior Advisory Associate. Prior to HB, he graduated from Virginia Tech with a Bachelor’s degree in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in June 2024.

In his free time, he enjoys golfing, hiking, going to concerts, and watching Virginia Tech football.

Cindy Wilson, CFP®

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Cindy joined HB Wealth as a Wealth Advisor in June 2022. In this role, she provides investment strategy and financial planning services to individuals and families aiming to optimize their wealth accumulation and preservation. Cindy also navigates complex financial landscapes, offering advice on investments, tax planning, and estate management to help clients achieve their financial goals. In addition to serving clients, Cindy is the current President and Founding Member of the HB Wealth Toastmasters Club, the current President of the HB Women’s Leadership Network, and a member of the Financial Literacy Committee.

Before HB, Cindy spent nearly 15 years with Wealth Enhancement Group/JOYN. She started her career with RBC Dain Rauscher in 2004.

Cindy earned her Bachelor’s degree from the University of Southern California and an MBA with a Finance emphasis from Pepperdine University. In 2012 she obtained her CERTIFIED FINANCIAL PLANNER® certification. Since starting as an advisor, she has also been awarded the Five Star Professional award five times.

Outside of work, Cindy can be found with her husband, two dogs, four kids, and two grandchildren usually on some type of court or field.  Even with a busy work and family life, she has found time to volunteer as a soccer coach, Girl Scout leader, and member of the PTO. When sports aren’t in full swing, Cindy likes to travel and tackle the occasional home improvement project (preferably one that requires power tools).

Garrett Liebe, CFP®

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Garrett joined HB Wealth in May of 2022 and serves as a Senior Advisory Associate. Prior to HB, he worked for a Healthcare Tech Company, Phreesia. He earned his Bachelor of Arts from Sewanee: The University of the South, where he majored in Political Science and received minors in Business and Economics. Garrett is a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys golf, pickleball, and grilling out with family and friends in his free time.

Mitchell Phillips, CFP®

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Mitchell joined HB Wealth in 2022. He assists HB’s Senior Wealth Advisors in researching, presenting, and implementing planning strategies for clients. Mitchell has over six years of experience providing guidance in investment allocation and strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.

Mitchell began his career in financial services at Truist Wealth in Charlotte, NC, and later moved back to his hometown to join Atlanta Financial Associates, an independent RIA. A passion for the fee-only model of client service led him to join HB Wealth.

Mitchell is a CERTIFIED FINANCIAL PLANNER® practitioner. He received a B.B.A. in Finance from the University of Georgia Terry College of Business.

In his free time, Mitchell enjoys playing golf, listening to music decades older than himself, spending time at the lake, and watching the Georgia Bulldogs play football. He resides in Dunwoody, Georgia.

Gavron Campbell, CFP®

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Gavron joined HB Wealth in July 2022 and serves as a Senior Advisory Associate in HB Wealth’s Family Office division. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB Wealth internal retirement planning team, where she assists HB Wealth advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER® certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.