Frank Waterson, CFP®

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Frank is a senior wealth advisor and shareholder at HB Wealth, where he leads a team serving as the family CFO for select clients across the country. He works with wealthy individuals, families, and foundations to provide coordinated, comprehensive guidance designed to bring clarity and efficiency to complex financial lives.

At HB Wealth, Frank advises clients across investment management, retirement planning, risk management, income tax planning, and estate planning. A central focus of his work is simplifying financial decision-making and helping clients reclaim time so they can focus on the priorities that matter most. His approach emphasizes long-term planning, thoughtful coordination, and trusted partnership.

Earlier in his career, Frank developed comprehensive financial plans and advised Fortune 500 executives, gaining experience in employee benefits, tax planning, and wealth transfer strategies – expertise that continues to inform his client work today.

Frank was named to InvestmentNews’ Top Financial Professionals list in 2026.

He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Fernbank Museum’s Corporate Leadership Council. He graduated cum laude from Siena College.

Frank and his wife live in the City of Decatur with their two children. Outside of work, he enjoys traveling, scuba diving, staying active with fitness routines, hiking, and creating meaningful experiences with his family.

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Lee Van Leuvan, CFP®

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Lee joined HB Wealth in the Spring of 2013. Prior to joining HB Wealth, Lee was the President of LVL Financial, a financial planning and advisory firm formed in 1993. Lee started as a Financial Professional in 1978 and became a CERTIFIED FINANCIAL PLANNER® professional in 1987 serving her clients in that capacity ever since.

Lee is married to Dick Van Leuvan and together they have four adult children.

Ben Riddick, CFP®

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Ben joined HB Wealth in 2005 and provides comprehensive wealth management services to some of Atlanta’s busiest individuals. He serves a diverse client base stretching from young professionals to family office clients.  His goal is to help his clients focus on the people, work and projects most important to them by helping navigate their financial lives and build a plan to accomplish their objectives.

Ben is on the firm’s Management Team and Financial Planning Committee.  He is a member of and past Advocacy Chair of the Financial Planning Association of Georgia and a participant in GT Mentor Jackets, an alumni-to-student mentoring program. He is also a 2018 graduate of the Charles Schwab Executive Leadership Program. Ben earned a bachelor’s degree in management with high honors, including certificates in finance and accounting from Georgia Tech. He completed Boston University’s financial planning certification program in 2007 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Ben lives in Dunwoody with his wife Mary Catherine and children James and Mary Margaret.  In his spare time he enjoys playing piano and guitar and is an avid college basketball fan.

Wayne Moss, CFP®

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Wayne has spent his entire career serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at HB Wealth that assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized investment strategies, retirement transition planning, individual income tax planning, estate planning, and executive compensation.  Wayne has led client service teams in advising Fortune 500 corporate officers, entrepreneurs, and individuals who have experienced sudden wealth (inheritance, lottery, business liquidity, divorce, etc.).

Wayne joined HB Wealth in 2008 and is a CERTIFIED FINANCIAL PLANNER® professional. He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). He graduated Cum Laude from Shorter University in Rome, GA with a degree in Finance and a minor in Economics.

An active member of his community, Wayne has served as the President of the Rotary Club of Woodstock and currently acts as the club Treasurer. He is involved with many local organizations in Cherokee County .

In his free time, Wayne enjoys staying active, traveling, spending time with family, reading, and sports.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

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Tana is a Senior Wealth Advisor and Shareholder who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

The phone call led Tana to join Compass Financial Consulting, a fee-only wealth management firm where she moved from part-time client service administrator for the small but growing firm all the way up to Principal in 2014. She served as the Chief Compliance Officer at Compass, helped with many of the administrative aspects of running the business, and worked with a variety of clients. She also became a Certified College Funding Specialist in 2011 just as her first child headed off to college. Compass merged with HB Wealth in January 2018 at which time Tana became a Shareholder at HB Wealth.

Prior to joining the Compass team in 2005, Tana had earned both bachelor’s and master’s degrees in accounting.  She had served as a corporate audit specialist, an operational manager, and an adjunct accounting teacher at Chattahoochee Technical College. She returned to the classroom as an instructor for Kennesaw State University’s new certified financial planner program in 2018. While no longer consistently teaching for the program, she remains available as a sub.

A published author, Tana has shared a wealth of financial advice for young people and other financial novices in her award-winning book, The Graduate’s Guide to Money, and in other publications. She enjoys speaking to college students about how to start their financial lives on the right foot.  Tana often speaks to women’s groups about the emotional aspects of money management. Contact Tana if you need a speaker for your event.

In 2023, Tana became a Certified Divorce Financial Analyst® to delve more deeply into the issues facing people who are divorcing and serve those women who may want to seek a new financial advisor post-divorce. She is thrilled to be a member of the Atlanta Women’s Foundation Inspire Atlanta class of 2024.

Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.

Adam Fuller, CFA

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Adam joined HB Wealth in 1995 and has been a shareholder since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During his tenure at HB Wealth, he has held many other roles in the firm including oversight of compliance, back office services, technology, and the firm’s real estate and energy investments.

Currently, Adam leads HB Wealth’s Family Office division, where he works with a team to develop and implement a broad range of investment and planning strategies to meet the needs of those families. Adam also serves on the firm’s investment committee, and he has been a speaker at conferences on the topics of alternative investments, wealth transfer strategies, and practice management.

Adam is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional.

In his community, Adam is an active member of Northside United Methodist Church, where he has served on numerous boards and committees and as a coach for youth sports teams.  He currently serves on the branch board of the Buckhead YMCA.

Adam attended the Georgia Institute of Technology earning a BS in Management with a concentration in Accounting, and Georgia State University earning a MS in Finance with a concentration in Investments.

Robin Aiken, CFP®

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Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Senior Wealth Advisor & Shareholder who joined HB Wealth in 2005 after working with an independent financial planning firm for eight years. She has over 25 years of wealth management experience. She uses her expertise and knowledge to help individuals and families achieve their financial goals. A graduate of the Charitable Estate Planning Institute and the Atlanta Philanthropic Advisor Leadership Institute, Robin is a leader of the firm’s charitable planning practice. Robin was named to InvestmentNews’ Top Financial Professionals list in 2026.

Robin is actively involved in the Atlanta community, especially in the areas of greenspace and the arts where she has served on numerous boards. She has also served as a Co-Chair of the Landmark Luncheon, the largest fundraising event for the Piedmont Park Conservancy.

Robin became a sustaining member of the Junior League of Atlanta after spending several years volunteering to help the League raise money and/or improve the services offered by numerous local community organizations.  As a sustaining member, Robin served as a Trustee of the Junior League of Atlanta’s Endowment Fund.

Robin holds a Bachelor of Arts degree from the University of the South, Sewanee, and is a CERTIFIED FINANCIAL PLANNER® professional.

Please see Important Disclosure Information Regarding Awards and Recognition