LOGO BLUE
LOGO BLUE
  • About Us
    • The HB Wealth Story
    • Our Purpose
    • The HB Wealth Difference
      • Fee-Only Fiduciary Commitment
      • Credentialed Experts
      • Comprehensive Advice
      • Concierge-Level Care
      • Private Market Expertise
    • Community
    • Cultural Commitment
    • Awards and Recognition
  • Our Services
    • Wealth Advisory Services
      • Financial Planning
      • Multi-Generational Planning
      • Estate Planning Services
      • Tax Planning Services
      • Interactive Planning
      • Wealth Forecast
      • Retirement Planning Services
      • Insurance Planning
      • Administrative Services
      • Charitable Planning
      • Education Planning
    • Investment Management
      • Private Market Investments 
      • Key Investment Principles
      • Online Reporting
      • Our Investment Process
      • Our Investment Expertise
      • Investment Communication
      • Investment Risk Management
    • Family Office Services
    • Service Levels and Costs
  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
          Corporate Executives
          Professional Service Practitioners
          Suddenly Single Individuals
          Multi-Generational Families
          Institutions
          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of May 31, 2025

          See How We Help Individuals and Families
          A smiling family of four poses outdoors on a sunny day. The father has a child on his shoulders, while the mother and another child stand close, all looking happy with trees and blue sky in the background.
          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
          A middle-aged man with gray hair and a beard, wearing a light plaid shirt and beige pants, stands smiling with arms crossed in front of a glass door and bookshelves in a cozy, well-lit shop or library.
          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
          Confident older woman with gray hair wearing a light-colored blazer and blouse, standing with arms crossed and smiling in a modern office environment with glass walls.
          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
          A smiling man in a blue blazer and beige pants sits on a desk with his arms crossed in a modern office, with shelves of binders and a laptop visible in the background.
          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
          A woman with short dark hair, wearing a white button-up shirt and a black necklace, sits on a gray couch against a plain light-colored wall, smiling gently at the camera.
          Multi-Generational Families
          Multi-Generational Families

          Our multi-generational family office services extend beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
          Three generations of a smiling family—grandparents, parents, and two children—stand together with arms around each other in a sunny park, with a fluffy white dog sitting in front on the grass.
          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
          A confident older woman in business attire stands smiling with arms crossed in front of a diverse group of four professionally dressed colleagues, all smiling and standing in a bright office setting.
        • Individuals and Families
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
  • Meet The Team
    • Wealth Advisors
    • Client Service
    • Investments
    • Leadership
    • Business Operations
  • Our Offices
    • Atlanta, GA
    • Alpharetta, GA
    • Augusta, GA
    • Sandy Springs, GA
    • Palm Beach, FL
    • Tampa, FL
    • Towson, MD
    • Columbia, MD
    • Nashville, TN
    • Columbia, SC
    • Greenville, SC
  • Insights and News
    • Blog & Market Commentary
    • Helpful Resources
      • How to Select an Advisor
      • Understanding Family Offices
    • HB Wealth in the News
  • Careers
  • Request a Consultation
  • Client Login
HB_WEALTH_White.svg

Bryan Walls, J.D.

October 3, 2025 by

Bryan joined HB Wealth in September 2025 and works as a Wealth Advisor. He focuses on the alignment of client priorities, goals, and values with their financial plans, as well as cash flow analysis, investment strategy, risk and tax mitigation, and legacy/philanthropic planning. In his work, he offers proactive guidance with thorough execution and implementation.

Before joining HB Wealth, Bryan most recently worked with Wealth Enhancement (previously JOYN) for 7 years. Prior to that, he worked at Personal Capital (now Empower) for 8 months. He started his career in the industry with Fidelity Investments in 2010, where he worked for 7 years.

Bryan is a six-year recipient of the Atlanta Five-Star Wealth Manager award, winning the award in 2019, 2021, 2022, 2023, 2024, and 2025.

Bryan received a degree in political science from the University of North Carolina at Chapel Hill, and went on to receive his J.D. from Southern University Law Center.

In his free time, Bryan enjoys spending time with his wife and 2-year-old son, fitness and exercise, movies, and experiencing new restaurants.

Please see Important Disclosure Information Regarding Awards and Recognition

Brittan Fussell, CFP®

September 16, 2025 by

Brittan joined HB Wealth in August 2025. He enjoys helping families and individuals make sense of their financial world. He works closely with clients to build clear strategies for investing, retirement, and cash flow planning, always keeping their goals and values at the center of the conversation. Brittan focuses on turning complicated financial concepts into simple, actionable strategies so clients can feel confident about their future and spend more time enjoying the things that matter most.

Before joining HB Wealth, Brittan spent seven years with Wealth Enhancement Group in Sandy Springs, Georgia.

Brittan earned his Bachelor’s degree in Business Administration with a concentration in Personal Financial Planning from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER® professional.

In his spare time, Brittan enjoys spending time with friends and family, including his wife and two young children. When he’s not cheering on the Falcons and Braves, you may find him cooking, gardening, playing pickleball, or watching movies.

Nate Wilinski, CFP®

December 6, 2024 by

Nate joined HB Wealth in December 2024 as an Associate Wealth Advisor. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients.

Prior to joining HB Wealth, he worked as a Financial Advisor for another Atlanta-based firm, where he focused on delivering comprehensive financial planning and tax-advantaged savings strategies.

He is a graduate of Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020 and continues to look for more opportunities to further his education.

When Nate is not working with clients or studying financial strategies, he enjoys spending time with his friends and family, hiking throughout the Southeast, and sampling some of Atlanta’s renowned local breweries.

Billy Levine

December 1, 2023 by

Billy Levine is a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 19 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB Wealth, Billy was a Senior Wealth Advisor at Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple, where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics from Boston University and his MBA from The University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

Alex Arnold

November 30, 2023 by

Alex joined HB Wealth in November 2023 as a Wealth Advisor within HB Wealth’s Family Office division. He helps ultra-high-net-worth families navigate every aspect of their financial lives, making complex decisions more manageable and meaningful. Alex brings over 17 years of experience in investment management and estate planning to his clients, serving as an advisor to multi-generational families, executives, and business owners.

Before HB Wealth, Alex was a Wealth Advisor with SunTrust, which then became Truist Wealth, for 11 years, where he worked with high-net-worth families to address their investment management, financial planning, banking, and credit needs. Prior to this role, he spent six years at Wachovia within the Private Banking group providing comprehensive advice to affluent clients.

Originally from Manchester, UK, Alex holds a Bachelor of Arts with Honors in History from University College London.

He lives in Candler Park with his wife and two sons and enjoys traveling, music, and reading.

Bill Cleveland, CPA, CFP®, PFS

August 1, 2023 by

Bill has served in an advisory capacity role for over 20 years. He takes great pride in putting his clients first and surrounds them with a team of advisors who will do the same. He is also committed to professional and personal development.

Bill started his career as a senior associate with PriceWaterhouseCoopers. After two years he started working as an associate with HB Wealth in which he supported advisors to assist clients with their financial planning and investment needs. Bill went on to start his own wealth management firm, Calvary Wealth, in 2004. Calvary Wealth was created with the premise that trust is essential, and client’s need to trust their advisor’s judgement, knowledge, and ability. After many years of successfully serving clients, Bill chose to merge Calvary Wealth with HB Wealth in 2023.

Bill received his Bachelor of Business Administration with an Accounting concentration from The University of Georgia, his MBA in Financial Planning and Finance from Georgia State University – J. Mack Robinson College of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist.

Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base. He is a National Association of Personal Financial Advisors (NAPFA) member, American Institute of Certified Public Accountants (AICPA) member, Heritage Academy Board Member, and works with the Kingdom Here Ministries. Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.

In his spare time Bill enjoys traveling, playing golf, and spending time with friends and family.

Mitchell Phillips, CFP®

December 9, 2022 by

Mitchell joined HB Wealth in 2022. He assists HB Wealth’s Shareholders in their research, presentation, and implementation of planning strategies for clients. 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 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 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.

Garrett Liebe, CFP®

December 9, 2022 by

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.

Cindy Wilson, CFP®

December 9, 2022 by

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).

Brian Sipple, CFP®

December 9, 2022 by

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.

Sean Lennox, CFP®, ChFC®

December 9, 2022 by

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.

Stephen Jackson, CFP®

December 9, 2022 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.

  • 1
  • 2
  • 3
  • Next Page »
HB_WEALTH_White.svg
Georgia

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

Florida

Palm Beach
Tampa

Maryland

Columbia
Towson

Tennessee

Nashville

South Carolina

Columbia
Greenville

Facebook Twitter LinkedIn Instagram Youtube
  • © 2025 Copyright - HB Wealth
  • Privacy Policy & Disclosure
  • Form ADV
  • CRS
  • Contact Us