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 December 31, 2025
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.
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.
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.
We support women building and managing wealth with personalized planning, tailored investment strategies, coordinated tax and retirement guidance, and long-term legacy planning designed to reflect their goals and values.
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.
Our Family Office Division works with multi-generational families with $25M+ in investable assets and extends 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.
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.
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Taylor joined HB Wealth in June 2021 and has worked in wealth management since 2016. He received a B.A. in History from the University of Virginia and went on to receive an M.S. in Commerce with a specialization in financial services from the University of Virginia’s McIntire School of Commerce.
Taylor has been a CERTIFIED FINANCIAL PLANNER® professional since 2020.
In his spare time, he enjoys playing golf, watching UVA basketball, and spending time with family and friends.
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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, retirement 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, sharing his love for the outdoors with his wife. Together, they enjoy hiking in picturesque landscapes, pitching a tent under starry skies, volleying on the tennis court, and time spent on the golf course. 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 you can cherish the moments that enrich life beyond the office without financial stress. Whether solving complex client challenges or conquering challenging mountain trails, Andrew approaches life with determination and a genuine zest for living.
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Sarah is a Wealth Advisor in HB Wealth’s Family Office division, 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.
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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.
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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.
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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.
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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.
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Kossandra joined HB Wealth in 2017. She and her team work with a diverse client base, including working professionals, retirees, doctors, professional athletes, and more. She provides comprehensive wealth management and investment planning to help clients achieve their financial goals. In addition to her role serving clients, Kossandra is the current Chair of HB Wealth’s DEI Committee and enjoys fostering the inclusive environment at HB Wealth.
Before HB Wealth, Kossandra spent three years as a Controller working with payroll, benefits, and general accounting. Prior to that, she spent four years with EY in Atlanta in the Assurance service line. Kossandra received her Bachelor’s degree and Master’s in Accounting from North Carolina State University and is a Certified Public Accountant (CPA). She completed the University of Georgia’s Executive Program for Financial Planning Certification in 2016.
In her spare time, Kossandra enjoys playing with her dogs, traveling, and spending time with her family.
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Julian joined HB Wealth in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB Wealth’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.
Previously, he spent five years with EY in Atlanta. There, he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.
Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.
Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.
In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.
Please see Important Disclosure Information Regarding Awards and Recognition
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Jeff joined HB Wealth in 2011 after interning with the firm and is currently a Senior Wealth Advisor & Shareholder.
Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER® professional and serves as the firm’s expert on social security and annuities.
An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff also serves on the board of the Atlanta Tax Forum and recently served on the University of Georgia Financial Planning Alumni Board.
Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.
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Patrick joined HB Wealth in 2014 and became a Shareholder in 2019. He provides comprehensive investment, retirement, tax, and estate planning advice to a diverse clientele, with specialized expertise in executive compensation, concentrated stock strategies, private investments, and charitable giving.
Before joining HB Wealth, Patrick advised high-net-worth families at two independent financial planning firms in the Washington, D.C. area.
Patrick earned a bachelor’s degree in Financial Planning from Virginia Tech and a Master of Science in Personal Financial Planning from the College for Financial Planning. Patrick is a CERTIFIED FINANCIAL PLANNER® professional and holds the Master Planner Advanced Studies (MPAS®) designation.
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John is a Senior Wealth Advisor & Shareholder at the firm who is a CERTIFIED FINANCIAL PLANNER® professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.
Prior to joining HB Wealth, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.
Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.