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.

Lesa Crosser, AWMA®

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Lesa joined HB Wealth in January 2025 after working with WMS Partners for 14 years. Lesa works with clients to develop comprehensive investment and cash flow strategies to meet their short and long-term needs and objectives, and to design and evolve tax and estate plans to fulfill their legacy intentions.

While at WMS Partners, Lesa spent many years working with high-net-worth individuals and families, advising clients and contributing to the firm in various leadership and committee roles. She began her wealth management career working with clients at Legg Mason in Baltimore, and also spent time advising individual and institutional clients at Citigroup Smith Barney.

Lesa is passionate about service and giving back to the community. She has led financial workshops for graduating college seniors and workshops providing practical financial and investment education to students. Lesa supports Caroline Center, a Baltimore non-profit helping women transform their lives. She is a past Board Member and former Chair of the Investment Committee. She also served on the UMMS St. Joseph Medical Center Advisory Council. Lesa is active in her church and community, volunteering and supporting St. Margaret School and community outreach projects.

Lesa is an Accredited Wealth Management Advisor (AWMA®), which encompasses comprehensive planning and investment management expertise.

Lesa adores spending time at the beach and in the mountains. While she relishes a good book, she is an outdoor enthusiast and enjoys hiking, kayaking, fishing, boating, and lots more as long as it’s under a big blue or starry sky. Lesa is also fond of preparing delicious cuisine and pairing courses with interesting wines and is famous in some parts for her Chesapeake and Southern culinary comfort creations. One of Lesa’s greatest pleasures is traveling with her family, exploring new destinations, and celebrating new adventures.

Zakia Weber, CFP®

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Zakia joined HB Wealth in January 2025 after working with WMS Partners since March 2020. As a Wealth Advisor, she assesses and develops comprehensive financial plans and coordinates with portfolio managers on the investment management of client portfolios, including public and private investments. Zakia collaborates with other members of the Investment and Advisory teams to ensure each client’s financial trajectory is tailored to their individual needs and goals, both in the near term and beyond.

Before joining HB, Zakia spent a year with T. Rowe Price. Prior to that, she spent five years as a Financial Advisor with Merrill Lynch.

Zakia actively engages in volunteer activities throughout the greater Baltimore and D.C. metro area. She focuses primarily on charitable organizations that specialize in animal rescue and rehabilitation.

Zakia earned her Bachelor’s degree in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional.

In her spare time, Zakia enjoys relaxing outdoors with her husband and three dogs or quietly reading a good book.

Rebecca Streamo, J.D.

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Rebecca joined HB Wealth in January 2025 after working with WMS Partners for over 14 years. She works with client families to help them achieve their goals through comprehensive and individualized financial planning. She has a particular interest and background in estate and wealth transfer planning and enjoys helping clients with the intricacies of providing for their loved ones and future generations.

While at WMS Partners, Rebecca worked with many client families as both a financial advisor and planner. Rebecca chaired the firm’s Planning Committee, where she led the firm’s financial planning processes and resources. Before that, Rebecca was a practicing attorney at TrustCounsel, a trusts, estates, and tax law firm headquartered in Chapel Hill, North Carolina.

Rebecca earned her Bachelor of Arts in English with Distinction from the University of North Carolina at Chapel Hill and a Juris Doctor from North Carolina Central University. Rebecca is a member of the North Carolina State Bar and a past member of the Durham/Chapel Hill and Wake County Estate Planning Councils.

In her spare time, Rebecca enjoys spending time with her family and friends, particularly her children, traveling, especially to the beaches and mountains in North Carolina, baking, reading, and exploring the outdoors.

Chad Norfolk, CFP®

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Chad joined HB Wealth in January 2025 after working with WMS Partners. He serves as a Senior Wealth Advisor, Market Leader, and Shareholder. In his role, he provides clients with the guidance and clarity they need to accomplish their goals. He focuses on strategic initiatives throughout the firm and is passionate about driving innovation and continually improving our client experience.

Chad has worked in the wealth management industry since 1997. He spent the first decade of his career as a partner in a family office specializing in working with professional baseball players. From 2006 to 2014, he was a Partner and COO for a Registered Investment Advisor in Columbia, MD.

Chad’s expertise and opinions have been sought by several publications, including the Wall Street Journal, MarketWatch.com, Investor’s Business Daily, Financial Planning Magazine, and the Baltimore Business Journal.

Chad is a former board member of the Ulman Fund, helping to serve young adults fighting cancer. He has stayed active in the local community, coaching soccer and lacrosse in programs throughout Carroll County.

Chad is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and member of the Family Wealth Alliance and Ultra-High Net Worth Institute. He is a proud graduate of the 2015 Charles Schwab Executive Leadership Program.

In his spare time, Chad stays busy raising his children and enjoys staying active in boxing classes, weightlifting, soccer, golfing, and playing racquet sports.

Molly Guenther, CFP®, CFA

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Molly joined HB Wealth in March 2025 as a Senior Wealth Advisor. She works with her clients to help them achieve their long-term goals through financial planning, investing and strategic estate planning.

Before joining HB Wealth, Molly spent eight years with Buffington Mohr McNeal in Boise, Idaho as an Investment Strategist. She spent time at Montag Wealth Management and SunTrust Banks in Atlanta, GA prior to moving to Idaho.

Molly is a member of the Rotary Club of Boise and serves on the Finance Committee for Ronald McDonald House Charities of Idaho. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

Molly holds a Bachelor of Science degree in Management from Georgia Institute of Technology. She is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER® professional. Molly is a member of the CFA Society of Atlanta.

Molly enjoys running, biking, watching baseball and spending time with family and friends.

Please see Important Disclosure Information Regarding Awards and Recognition

Jennifer I. Storey, CFP®

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Jennifer joined HB Wealth in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER® designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Jimmy Trimble, CFP®, CEPA

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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.

Kory Gildea, CFP®

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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.

Lauren Forster, CPA

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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.

Sean Cook

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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.

Kelsey Stone, CFP®

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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.