Stephen Jackson, CFP®

by

Stephen joined HB Wealth in December 2021 after spending two years with an independent financial planning firm based in Milledgeville, GA.

Stephen received his Bachelor’s degree in Accounting from Berry College. He also completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Stephen lives in Johns Creek with his wife, Emily. In his spare time, he enjoys watching sports, playing golf, and spending time with dog, Luna.

Jonathan Gerrard, CFP®, EA

by

Jonathan joined HB Wealth in 2021 and serves as an Associate Wealth Advisor. Before HB, he spent several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent.

A native of Atlanta, Jonathan and his wife Trudy reside in Decatur with their three children, Kaitlyn, Lily, and Henry. He is a member of Peachtree Christian Church and is also active at Immaculate Heart of Mary Catholic Church with his family. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, live music, and expanding his vinyl record collection.

Alex Colovos

by

Alex joined HB Wealth in January of 2022 and serves as a Senior Advisory Associate. He earned his degree in Risk management and Insurance from the University of Georgia. He began working in financial planning shortly after graduation in 2019. Alex is currently working to attain his CERTIFIED FINANCIAL PLANNER™ certification.

Alex was born in Ohio, raised in Pittsburgh and moved to Atlanta with his family in 2014. In his spare time, Alex enjoys hiking, power lifting, skeet shooting, and playing games with friends.

Emily Bentley

by

Emily Bentley is a Senior Wealth Advisor and leader in HB Wealth’s Family Office division.  She works with ultra-high-net-worth families to help them manage the responsibilities and opportunities of their wealth.  Emily also drives the strategy for HB Wealth’s Family Office division, ensuring that the team and platform are optimized to provide the most value for clients.

Before joining HB Wealth, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.

As an Atlanta native, Emily graduated from Westminster.  She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.

Andrew Robertson, CFP®

by

Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER® professional at HB Wealth. He contributes to HB Wealth’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB Wealth in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB Wealth advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for living.

Edwin Martin, CFP®

by

Edwin joined HB Wealth in May 2021 after working for six years at another Atlanta-based advisor. Before working in wealth management, he served in the United States Marines Corps, and most recently as an Infantry Squad Leader.

He attended the University of North Georgia, where he graduated with a Bachelor of Business Administration with a concentration in Finance. Edwin successfully completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2019 and is a CERTIFIED FINANCIAL PLANNER® professional.

Edwin lives in Alpharetta with his wife, Amanda. In his spare time, he enjoys watching UGA football, traveling, and spending time with friends and family.

Sarah Markwalter, CFA, CFP®

by

Sarah is a Wealth Advisor in the Family Office group at HB Wealth, where she partners with ultra-high-net-worth families to deliver comprehensive investment and financial planning solutions. She joined the firm in July 2021 and works closely with a team to develop and implement a broad range of customized strategies tailored to each client’s unique goals.

Before joining HB Wealth, Sarah spent three years at Brown Advisory in Baltimore, where she was a member of the Private Client team working with high-net-worth individuals, families, endowments, and foundations.

Sarah earned her Bachelor of Business Administration from the University of Notre Dame. She became a Chartered Financial Analyst (CFA®) charterholder in 2021 and is a member of both the CFA Institute and the CFA Society of Atlanta. In 2023, she obtained the CERTIFIED FINANCIAL PLANNER™ certification to deepen her ability to guide clients through all aspects of their financial lives.

Sarah lives near Chastain Park with her husband, Hodges. In her free time, she enjoys traveling, tennis, golf, and rooting for the Irish and the Ravens.

Jimmy Trimble, CFP®, CEPA

by

Jimmy joined HB Wealth as Director of Business Development in 2019. He brings over 30 years of experience in the fields of Wealth Management and Financial Services, where he has enjoyed helping many individuals, families, and businesses with their financial and wealth strategy.

Prior to joining HB Wealth, Jimmy spent most of his career in the banking industry, focusing on Commercial & Private Banking and Specialty Lending. He founded the Private Banking Group of Fidelity Bank, which he led from 2007-2014.

Jimmy is a graduate of the Scheller College of Business at Georgia Tech and earned an MBA with a concentration in Finance from Georgia State University. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2002, Certified Exit Planning Advisor designation in 2024, and is a graduate of the Stonier Graduate School of Banking.

Jimmy serves the community in various roles including Treasurer of Northside United Methodist Church and the Life-to-Eagle coordinator for Boy Scout Troop 298. He is also active in the men’s ministry and high school ministry at Northside Methodist Church. Previously, he served as a Georgia Tech Alumni Trustee, including three years on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing as well as a board member of the Atlanta Estate Planning Council and a long-time member of the Pace Academy Annual Fund team. Jimmy has also chaired several non-profits and civic organizations including the Academy of Medicine, Camp Evergreen, and Proactive Ministries.

Jimmy and his wife Laura live in Buckhead and have a daughter who is a consultant in Atlanta and a son studying Finance at UGA.

Connor Carlis, CPA, CFP®

by

Connor joined HB Wealth in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently an Associate Wealth Advisor with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER® practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

Sammy J. Grant, J.D., CPA, CFP®, CLU

by

Sammy Grant began his career in wealth management, first joining HB Wealth in 2002 from Arthur Andersen’s Private Client Services group.  Sammy is an attorney, CPA, CERTIFIED FINANCIAL PLANNER™ professional, licensed real estate salesperson and Chartered Life Underwriter.  He brings a wealth of educational and professional experience to the high net worth individual and families he serves working in a collaborative way to integrate all aspects of their financial needs and goals.

Sammy went on to form SG Financial Advisors before reuniting with his HB Wealth peers in a merger in early 2021.  SG, a fee-only wealth management firm based in Sandy Springs, GA, was recognized twice as one of the fastest growing companies owned by a University of Georgia alumni.

Sammy graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Accounting before continuing his educational journey as a Double Dawg at the University of Georgia School of Law. He was named a 40 Under 40 Up & Comer in 2007 by the Atlanta Business Chronicle. He’s a member of the 2023 Leadership Atlanta class and also a graduate of the Wexner Heritage Program and Leadership Sandy Springs. A native Atlantan, Sammy is an active contributor to the local non-profit community and is the immediate past the Chair of the Board of the Marcus Jewish Community Center of Atlanta.

In his free time, Sammy rarely sits still.  He has completed multiple Ironman triathlons, is an avid cyclist and always saves room for dessert.  He lives in Sandy Springs and enjoys hiking with his wife Tracey and their three children.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Michelle Wolff, CFP®, ADPA®

by

Michelle joined HB Wealth in July of 2018 and serves as a Wealth Advisor. Before HB Wealth, she worked for more than seven years at another Atlanta-based, fee-only advisor.

Michelle attended Kennesaw State University, where she graduated with a Bachelor of Business Administration in Finance. She also graduated from the University of Georgia with a Master of Science in Financial Planning. She completed the University of Georgia’s Terry College of Business Executive Program for CFP® Certification in 2014 and obtained the CERTIFIED FINANCIAL PLANNER® mark in 2015.

In her spare time, Michelle enjoys hiking, kayaking, pickleball, and attending Atlanta United matches.

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

by

Philip is currently Senior Wealth Advisor & Shareholder at HB Wealth. He joined HB Wealth in January 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER® professional.

Prior to HB Wealth, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within two years, but while there, served in many capacities.

Philip is actively involved in the Georgia golf community, currently serving as Vice President and Trustee of the GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs, empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. Philip also recently served 6 years as Secretary-Treasurer and Member of the Board of Directors of the affiliated Georgia State Golf Association (GSGA).

In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization based in Atlanta. For more than 30 years, Skyland Trail been inspiring people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research and education.

Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.

Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and five children, golfing, traveling, hunting, and playing various musical instruments.