Kory Gildea, CFP®

by

Kory joined HB Wealth in July 2019 after previously completing an internship with the company. He graduated from the University of Georgia with a degree in Finance from the Terry School of Business. Kory completed the Boston Institute of Finance – Bryant University Financial Planning Program in December 2019 and has been a CERTIFIED FINANCIAL PLANNER® professional since February 2022.

Kory lives in Brookhaven with his wife. In his free time, he enjoys going to concerts, playing sports, traveling, and watching the University of Georgia Football team win National Championships.

Evan Byers, CFA, CFP®, CAIA

by

Evan currently serves as a Senior Wealth Advisor, Institutional Investment Strategist, and Shareholder in HB Wealth’s Family Office division. He offers clients more than 13 years of comprehensive wealth management experience, serving as an advisor to institutions, non-profit organizations, and high-net-worth individuals (including multi-generational family offices, corporate executives, and entrepreneurs). Prior to joining HB Wealth, Evan was an Investment Strategist for SunTrust Bank. In that role, he managed client portfolios for both ultra-high-net-worth individuals and institutional clients. Prior to this role, Evan served as an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.

Evan holds a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He is also a holder of the Chartered Financial Analyst designation, the Chartered Alternative Investment Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Evan maintains a volunteer position with InheritGA – The Georgia Trust for Historical Preservation and enjoys spending time participating in various financial literacy initiatives sponsored by the CFA Society of Atlanta. He lives with his wife (Paige), son (Baer), and their nine-year-old Goldendoodle (Jax) in Buckhead.

Sean Cook

by

Sean Cook has served as an advisor and executive in wealth management for over 23 years.  He previously served as the Managing Partner and Chief Investment Officer at Cedar Rowe Partners (CRP) which later merged with HB Wealth.  CRP grew five-fold under his leadership and was ranked as one of the top 300 independent wealth advisory firms in the US by the Financial Times in 2018.  Under his leadership, the firm developed and managed a proprietary hedge fund-of-funds, wealth simulation tools and customized reporting solutions for clients.  CRP also provided outsourced reporting and investment consulting service to peer advisors.  Sean served for four years on Schwab Institutional’ s Technology Operations and Service Advisor Board.

Sean has a highly varied professional services background.  Prior to his career in wealth management, he held management consulting roles with Deloitte Consulting and Index Consulting (later CSC Index), focusing in areas such as financial management, organizational design and business process innovation. At Deloitte, Sean was selected to the Manager’s Advisory Council which provided internal consulting advice to Deloitte’s chairman.  He also served as a strategy consultant for Cresap Consulting (now Towers Watson) and held programming and technology integration roles with Hewlett Packard and SMS Data Products, where he supported the Research and Statistics Department of the United States Federal Reserve.

Sean earned an MBA from the Tuck School of Business at Dartmouth College, and a Bachelor of Science degree in Business Administration from the University of South Carolina where he graduated magna cum laude with a dual major in finance and management science.  At Tuck, Sean was selected as one of six Tuck Tycoon’s and was elected as Tuck’s representative to the Dartmouth student government.  While at the University of South Carolina he was elected to membership in The Phi Beta Kappa Society, served on the Student Judicial Council and was honored as the school’s “Most Outstanding Business Student”.  Sean was an NCAA Division 1 scholarship athlete (soccer) and tutored fellow athletes in business courses.

Sean grew up in suburban Washington, DC and now resides in Johns Creek with his wife, Julia.  Their three children are now in college or have graduated.  He and Julia have been active members of Perimeter Church for 25 years.  Sean has previously served on the boards of Good Samaritan Health Clinic and Perimeter School of Ballet.  He enjoys endurance sports and has completed the Boston, Virgina Beach (Shamrock), and Washington DC (Marine Corps) marathons. He played rugby at Dartmouth.

Lauren Forster, CPA

by

Lauren Forster joined HB Wealth in December 2019. Lauren is a financial planner working with high-net-worth individuals to achieve their financial goals. Lauren helps clients to be able to make better, more well-informed financial decisions. Lauren is versed in the areas of retirement and cash flow planning, asset allocation, estate planning, wealth transfer, and legacy planning.  Lauren spends time understanding client’s goals and objectives, analyzing their current situation, and providing observations, feedback, and education on areas for improvement.

Prior to joining HB Wealth, Lauren was a financial advisor for Cedar Rowe Partners. Before Cedar Rowe Partners, she spent seven years as a Wealth Planner at Wells Fargo Private Bank creating and implementing customized wealth plans for high-net-worth individuals and their families. Lauren also spent over two years as a senior tax accountant with Ernst & Young, LLP.

Lauren has her Bachelor’s and Master’s degrees in Accounting, with a specialization in taxation, from the University of Florida. Lauren holds her Certified Public Accountant license in Georgia.

Lauren enjoys a robust family life with her husband, Chad, and three children—Grant, Ben, and Isabelle.

Wilson Reece, CPA, CFP®

by

Wilson joined HB Wealth in October 2017 and is currently a Wealth Advisor. Wilson enjoys working with clients on all aspects of their financial plans but has a particular interest in estate planning as families consider how to pass their wealth to their families and the charities they support. Before HB Wealth, Wilson spent two years with Dixon Hughes Goodman in Atlanta. There he worked in tax on a wide range of clients including partnerships, corporations, and high-net-worth individuals.

Wilson received his Bachelor’s degree in Business Administration with a major in Accounting from the University of Tennessee at Knoxville and his Master’s in Accounting from the University of Tennessee at Chattanooga. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

Wilson lives in Nashville, TN with his wife Anna, their son Eli, and their daughter Lucy. In his spare time, he enjoys golfing, coaching youth sports, and visiting family and friends.

Sharon Snyder, CFP®

by

Sharon joined HB Wealth in 2015. Prior to joining HB Wealth she spent 13 years with Creative Financial Group as a Financial Planning Analyst.  In her role at CFG, she assisted advisors in managing client relationships.  She prepared materials for new and existing client meetings which included portfolio allocations, tax and retirement projections, financial statements, education and insurance analysis.

Sharon is a CERTIFIED FINANCIAL PLANNER™ professional and Florida State University graduate.  She is a member of North Point Community Church.  In her free time she enjoys the beach, travel, family and volunteering.  Volunteering has taken her to the Middle East and Africa where she worked in rural communities that serve vulnerable and at risk children.

Kelsey Stone, CFP®

by

Kelsey joined HB Wealth in 2014 and is currently a Wealth Advisor. She enjoys working with clients on identifying and prioritizing their financial goals, as well as providing advice on retirement, income and estate planning, risk management, and investments.

In addition to her role as an advisor, Kelsey serves as HB Wealth’s philanthropy chair. She leads a team that plans opportunities for employees to give back to their local communities.

Kelsey has a Bachelor of Arts degree in Communications from the University of Georgia. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kelsey lives in Roswell with her husband, John, and their three young daughters. In her spare time, Kelsey enjoys participating in her kids’ activities, volunteering at her church, and attending UGA football games.

Ashley Tucker, CFP®

by

Ashley joined HB Wealth in 2010. Ashley graduated with a Bachelor of Business Administration in Real Estate from the University of South Carolina, where she was also a member of the two-time National Champion Equestrian team. Ashley also successfully completed the Emory University Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER® professional.

In her spare time, Ashley enjoys spending time with her husband, sons and rescue dog, Gamecock football, and is a member of the Junior League of Atlanta and Peachtree Road United Methodist Church.

Christen Tucker

by

Christen is a Senior Advisory Associate with over 10 years of wealth management experience who joined HB Wealth in January 2018. Previously she was a Financial Planner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB Wealth.

Christen received her Bachelor of Business Administration degree from Kennesaw State University and completed the University of Georgia’s Executive Program for Financial Planning Certification in 2017.

Christen lives near Marietta Square with her husband (Patrick), son (Oliver), and their rescue dog (Maxwell). She enjoys spending time with her friends and family, hiking, traveling, and trying new restaurants.

Dave Kochamba, CFP®

by

Dave joined HB Wealth in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Senior Wealth Advisor & Shareholder who serves a diverse client base consisting of working professionals, retirees, and corporate executives.

Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER® professional.

He is engaged in the local community and served as the co-chair of the Trinity Early Learning Center Parents’ Council, volunteered as a Smyrna T-Ball assistant coach, and led Sunday school at Peachtree Presbyterian Church’s Children’s Program. He is active in alumni relations with Clemson University’s chapter of the Phi Delta Theta Fraternity and coordinates their annual golf outing of 100 players on alumni weekend each fall.

Dave enjoys playing golf, attending Clemson football games, following the Atlanta Braves, and spending time with his family at the beach.

Mike Landsberg, CPA, CFP®, CPWA, PFS

by

Mike joined HB Wealth in early 2013 and is a Shareholder of the firm. He works with a wide range of high-net-worth clients, specializing in sophisticated investments, tax planning, estate planning, and philanthropy. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL and then worked at a large multi-family office (MFO) based in Buckhead.

Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Master of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Private Wealth Advisor® designee, a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.

Mike sits on the board of Georgia GOAL Scholarship Program, is a member of the Investment Committee for Cristo Rey Atlanta Jesuit, and serves on Ur Worth It! as Finance Chair. He also was selected and served on the AICPA PFP Executive Leadership Committee. Finally, Mike is a member of both the American Institute of Certified Public Accountants – Personal Financial Planning Division (AICPA PFP) and the Georgia Society of CPAs.

Mike resides in Brookhaven, GA with his wife, Mina, and their sons, Oliver and Oscar. In his spare time, he enjoys golf, traveling, visiting with family, and watching Notre Dame football games.

Patrick McGonigle, CFP®, MPAS®

by

Patrick joined HB Wealth in 2014 and serves as a Senior Wealth Advisor & Shareholder, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments, charitable planning, and income tax planning.

Prior to joining HB, Patrick worked for two independent financial planning firms developing customized financial plans, preparing income tax returns, and handling estate planning and administration issues for high-net-worth families.

He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER® professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS®) designation, a graduate-level credential focused on research-based applications for current practitioners.