Meet The Team

Meet The Team

At HB Wealth, we believe that delivering personalized, fiduciary advice begins with an exceptional team of professionals who bring deep expertise, a commitment to client care, and a wide range of skills and backgrounds.

Meet The Team

At HB Wealth, we believe that delivering personalized, fiduciary advice begins with an exceptional team of professionals who bring deep expertise, a commitment to client care, and a wide range of skills and backgrounds.

Tailored Services For High-Net-Worth Clients

Our team of credentialed professionals includes CERTIFIED FINANCIAL PLANNER® professionals, Chartered Financial Analyst® charterholders, CPAs, J.D.s, and other experienced professionals who work together to provide comprehensive wealth advisory services and investment management.

While you may work closely with a dedicated advisory team, we believe each client benefits from the strength and collaboration of the entire HB Wealth team. Every individual featured here plays a role in fulfilling our mission of delivering unwavering financial peace of mind to the clients we are privileged to serve.

Wealth Advisors

Trusted partners dedicated to your long-term financial success

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Client Service

Focused on delivering concierge-level care through personalized service

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Investments

Experienced professionals navigating public and private markets with discipline

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Leadership

Guiding the mission and vision of HB Wealth

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Business Operations

Behind-the-scenes professionals powering the HB Wealth mission

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In Memoriam

Honoring beloved colleagues who have passed away

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Awards & Recognition

HB Wealth is ranked as a top registered investment advisor by CNBC, Barron's, Forbes, Financial Planning, Financial Advisor Magazine, and InvestmentNews.

25 Elite Advisors

CNBC_ELITE_ADVISORS_2026_LOGO_LICENSING_BADGE_2C_KO_RGB

CNBC
2026

Ranking announced in June of the same year.

Top 100 RIA Firms

A graphic with the text “BARRON’S ADVISOR,” “Top 100 RIA Firms,” and “2025” on a blue background with purple diagonal gradients in the lower right corner.

Barron's
2020-2025

Ranking announced in September of the same year.

America's Top 100 RIA Firms

A black square graphic with white and blue text reads: Forbes Americas Top RIA Firms Shook Research 2025. Blue border frames the image.

Forbes
2022-2025

Ranking announced in October of the same year.

Top 150 Fee-Only RIAs

Text logo reading Financial Planning 2024 RIA Leaders Top 10 Fee-Only RIA with a geometric design in dark blue and teal.

FinancialPlanning
2020-2025

Ranking announced in November of the same year.

America's Top RIAs

A round badge with a blue and black border reads FA Americas Top RIAs 2025 in bold text, with a crown replacing the dot over the I in RIAs.

Financial Advisor Magazine
2010-2025

Ranking announced in July of the same year.

5-Star RIA
Firms

A gold and red badge labeled InvestmentNews 2025 5-Star RIA Firms with stars around the border and the word InvestmentNews in a red banner at the bottom.

InvestmentNews
2025

Ranking announced in September of the same year.

Please see important disclosure information regarding awards and recognition

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Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.