Rebecca Warner

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Rebecca joined HB Wealth in September 2025. She works closely with multi-generational families with complex balance sheets, private business owners, and family offices to support their long-term financial goals through thoughtful, customized advice. She delivers the firm’s comprehensive wealth management solutions, including cash flow planning, investment management, estate planning, and coordinated financial strategies tailored to each client’s unique circumstances. With a deep understanding of her clients’ financial lives, Rebecca is able to anticipate needs, uncover opportunities, and offer practical, forward-looking guidance as their priorities evolve.

Before joining HB Wealth, Rebecca spent over 9 years at J.P. Morgan’s Private Bank, during which time she delivered solutions across investments, wealth planning, credit, and banking to ultra-high-net-worth clients. Before J.P. Morgan, Rebecca worked as a Market Research Specialist for Falcon Capital Advisors in Washington, D.C.

Rebecca is a member of the Mecklenburg County Colonial Dames and Mint Museum Auxiliary and is involved in Madelyn’s Fund.

Rebecca graduated magna cum laude from Sewanee: The University of the South and earned her Master’s in Business Administration from the University of North Carolina Kenan-Flagler Business School.

Andrea Smith

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Andrea is a Senior Wealth Advisor in HB Wealth’s Family Office division. She serves ultra-high-net-worth families, business owners, executives, and single-family offices, helping them achieve their financial objectives and manage the opportunities of their wealth. Andrea leverages her extensive experience to provide comprehensive financial planning, investment management, and strategic estate planning.

Before joining HB Wealth, Andrea spent 7 years at J.P. Morgan’s Private Bank, during which time she delivered the firm’s full suite of wealth management solutions across investments, wealth planning, credit, and banking. Prior to her time at J.P. Morgan, Andrea worked at FTI Consulting as an Executive Compensation Senior Consultant, evaluating performance plans and designing executive pay structures.

Andrea serves on the Board of Directors for the Women’s Impact Fund, a Charlotte-based collective giving organization, and is also an active member of the Mint Museum Auxiliary.

Andrea graduated from Vanderbilt University and went on to receive her MBA from Duke University’s Fuqua School of Business.

Michael Binnicker, CFP®

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Mike joined HB Wealth in August 2025 as a Shareholder and Senior Wealth Advisor, bringing nearly 20 years of experience in comprehensive wealth management. Before joining HB Wealth, he spent almost nine years at Balentine in Atlanta, where he served as a Principal and Senior Relationship Manager. In that role, he advised high-net-worth individuals and families on complex investment strategies, tax optimization, and multi-generational estate planning, with an emphasis on aligning wealth with long-term family utility and legacy goals.

Earlier in his career, Mike was an Investment Associate at JP Morgan Advisors, where he supported portfolio construction and client relationship management. He began his career at AllianceBernstein in the Atlanta office, spending eight years developing expertise in financial planning, asset allocation, and client engagement, forming the foundation for his long-term success in serving sophisticated client needs.

Michael earned his B.B.A. in Management with Honors from the University of Georgia in 2004. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association of Georgia, a graduate of the Atlanta Philanthropic Advisor Leadership Institute, and a member of the Atlanta Estate Planning Council.

Michael lives in Dunwoody with his wonderful wife and two energetic sons who keep life anything but boring. In his rare moments of quiet, he enjoys reading, exploring new restaurants, reflecting on paradoxes, and passionately supporting the Georgia Bulldogs, although he often succumbs to the questionable choice of cheering for the Dallas Cowboys.

ReKeithen Miller, CFP®, EA

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ReKeithen joined HB Wealth in July 2025 and currently serves as a Wealth Advisor. He provides comprehensive financial planning services and investment management solutions to his clients. ReKeithen is passionate about building close relationships with his clients and has extensive experience balancing the financial complexities of working with families across multiple generations.

Prior to joining HB Wealth, ReKeithen worked for 18 years at an independent financial planning firm catering to high-net-worth families. At that firm, he served as a Vice President and a member of the firm’s investment committee. In addition to his portfolio management responsibilities, he also provided clients with income and estate tax preparation services, estate planning, cash flow and retirement planning, bookkeeping, and a host of other services. ReKeithen has extensive experience working with U.S. and non-U.S. citizens on cross-border tax and estate planning issues.

ReKeithen holds a B.S. in Finance with a minor in Entrepreneurship from the University of Florida, where he graduated with honors. He is a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent.

A native of Tallahassee, FL, ReKeithen moved to Atlanta in 2008. He lives in Brookhaven with his wife and their twins. Outside of work, ReKeithen is an active member and volunteer at his church. He enjoys sports, hiking, reading, and spending quality time with his family.

Claire Huppert

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Claire joined HB Wealth in January 2025 after working with WMS Partners since July 2021, after graduating from college, and currently serves as an Associate Wealth Advisor, working closely with individuals and families to develop comprehensive financial and investment strategies. She takes pride in understanding the unique details of each client’s financial situation. Her deep familiarity with both her clients and the financial planning process allows her to be proactive in offering thoughtful solutions and responsive to their evolving needs. Claire is passionate about building strong relationships and helping clients feel confident in their financial decisions.

Prior to joining HB, Claire had a marketing internship, a communications internship, and a consulting internship.

Claire holds a Bachelor of Science in Economics with a double major in English from the University of Maryland. She was a member of the Honors College, where she participated in the Gemstone Program—a unique, multidisciplinary research initiative focused on team-based, long-term projects that address real-world challenges.

Claire enjoys spending quality time with her friends, family, and her golden retriever. An avid skier, she loves hitting the slopes whenever she gets the chance. She also finds joy in creative hobbies like sewing, and enjoys reading in her downtime.

Harrison Rafiq, CFA

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Harrison joined HB Wealth in January 2025 after working with WMS Partners since January 2022 and is currently an Associate Wealth Advisor. Harrison plays a key role in supporting the development and execution of comprehensive financial plans tailored to the unique needs of ultra-high-net-worth families. He collaborates closely with senior advisors and clients to gather financial data, analyze investment strategies, and coordinate estate, tax, insurance, and philanthropic planning efforts.

Harrison earned his Bachelor’s degree in Finance from Towson University. He is a Chartered Financial Analyst (CFA) and a member of the Baltimore CFA Society.

In his spare time, Harrison enjoys playing soccer, golfing, relaxing at the beach, and spending time with family and friends.

Sam Callard, J.D.

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Sam joined HB Wealth in January 2025 as a Senior Wealth Advisor and member of the private investments team after working with WMS Partners since August 2016. Sam works with numerous families on all aspects of their financial lives, including helping manage their investment portfolios, analyzing cash flows, advising on life and property insurance, and serving as a partner in the oversight of myriad other components of clients’ financial pictures. Having become a wealth manager from another profession (corporate lawyer), Sam prides himself on being an independent thinker when it comes to solving problems for clients. He finds himself equally comfortable explaining “words” (e.g., legal documents) to clients as he is walking clients through “numbers” (e.g., performance metrics).

Before joining HB Wealth, Sam was Vice President at Matheys Lane Capital Management L.P., a multi-family office based in Providence, Rhode Island. In 2021, Matheys Lane was purchased by SCS Financial, which is headquartered in Boston. During his six years at Matheys Lane, Sam worked with client families on all aspects of their balance sheets, investment portfolios, and estate plans; he also led the due diligence and monitoring processes in connection with all manner of private investment funds, including private equity funds, venture capital funds, and hedge funds. Prior to Matheys Lane, Sam was a practicing corporate attorney at Seward & Kissel LLP, a law firm in New York City. There, he represented hedge funds and investment advisers to hedge funds.

Since 2022, Sam has served on the Board of Trustees of the Baltimore Museum of Art (BMA) as a member of the BMA’s Investment Committee. Since 2023, he has served as the Chair of the Investment Committee.

Sam has a J.D. cum laude from Boston University School of Law and a Bachelor of Arts from Haverford College. In addition, he is a member of the New York State Bar. Sam has passed Level II of the CFA examination.

In his spare time, Sam enjoys spending time with his wife (an elementary school music teacher) and two daughters. His hobbies include trying to read all the periodicals he subscribes to, running, watching a significant amount of men’s and women’s professional tennis, actually playing tennis, as well as fun trips and meals with his family. New York City, Paris, and Providence, Rhode Island, are some of his family’s favorites.

Gosia Elashmawy, CFP®

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Gosia joined HB Wealth in January 2025 and serves as a Senior Wealth Advisor & Shareholder after working with WMS Partners since 2011. Gosia collaborates with clients to develop holistic, personalized financial plans to help them achieve their personal and financial goals. She utilizes her personalized approach to understand clients’ unique circumstances and develop a plan that aligns with their specific needs. Gosia specializes in cash flow and retirement planning and helps families make appropriate decisions for their financial future.

Gosia joined WMS Partners as an intern and has progressed to become a Senior Advisor and Shareholder.

Gosia is involved in the FPA of Maryland and is a co-chair of their Pro-Bono Committee. She also volunteers with Savvy Ladies, helping women with their financial planning questions.

Gosia earned her Bachelor’s degree in Business and Management from The Carey Business School of Johns Hopkins University. She is a CERTIFIED FINANCIAL PLANNER® professional.

Jackson Finigan III, CFP®

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Jackson joined HB Wealth in January 2025 after working with WMS Partners since 2023. He works with families on cash flow planning, estate and wealth transfer strategies, and investments.

Before joining HB Wealth, Jackson and his wife lived in NYC, where he worked for wealth management groups at J.P. Morgan and Wells Fargo Advisors.

Jackson has volunteered and worked with Harlem Lacrosse, the Ulman Foundation, and the Willie Fund.

Jackson earned his Bachelor’s degree in Finance from the University of Delaware and his MBA with a major in Finance from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER® professional. He was a Division 1 lacrosse player for the University of Delaware and a 3-time captain for the program.

In his spare time, Jackson enjoys golfing and spending time with friends and family, including his wife and daughter. He is also an avid Boston sports team fan.

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 Wealth, 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.

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.

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.