Business Operations

Business Operations

Behind-the-scenes professionals powering the HB Wealth mission

From marketing and technology to HR and administration, our business operations team helps ensure the firm runs smoothly, supporting our brand, systems, and people to help deliver a consistent, quality client experience.

A smiling man wearing glasses, a dark suit, white shirt, and patterned tie, poses in front of a blurred, modern office background with soft lighting.

Dave Adams, CPA

Controller

A person with long black hair wearing a beige blazer and green top smiles at the camera. Blurred office windows are visible in the background.

Syeda Ahmed

Senior Operations Associate, Cashiering

A person with long blonde hair is smiling, wearing a red blazer over a patterned blouse. The background is softly blurred, giving a professional portrait feel.

Katie Bigley

Senior Operations Associate

Smiling man with short hair and a beard, wearing a dark suit, white shirt, and green-striped tie, stands against a blurred background with circular light reflections.

David Bostater

Analyst, Business Intelligence

Smiling person wearing a checkered suit, white shirt, and patterned tie against a blurred background.

Tavon Caldwell

Operations Associate, Cashiering

A woman with short brown hair, wearing hoop earrings and a black blazer, smiles at the camera. The background is softly blurred with blue and white tones.

Bettye Chambers

Senior Operations Associate, Portfolio Accounting

A woman with shoulder-length blonde hair smiling, wearing a black polka-dotted blouse and a black cardigan, with a blurred background.

Brigid Cochran

Senior Manager, Investment Operations

Smiling woman with long, wavy hair wearing a black blazer, a patterned shirt, and a pearl necklace. She is standing in front of a blurred background with lights.

Elyse Dawson, CMP, CPCE, DES

Senior Events Manager

A woman with straight, shoulder-length black hair smiles at the camera. She is wearing a red turtleneck sweater and a dark jacket. The blurred background features cool tones and soft lighting.

Ann Desforges

Operations Associate, Portfolio Accounting

A man in a navy suit and white shirt smiles warmly. He has a beard and stands in front of a large window with a blurred cityscape in the background.

John Dolan

VP of Technology

A woman with long brown hair is smiling at the camera. She is wearing a black blazer and a white top. The background is blurred with hints of green and blue, suggesting an outdoor or window view.

Mary Kendall Durrance

Manager, Operations

A person with shoulder-length hair is smiling, wearing a suit, a light blue shirt, and a patterned tie. The background is out of focus.

David Echard

Help Desk Associate

A man with short brown hair, wearing a green checkered shirt and dark blazer, smiles at the camera against a blurred modern indoor background with soft lighting.

Dan Feeser

Director of Investment Reporting

A person with long blonde hair smiles at the camera. They are wearing a dark green shirt and small hoop earrings. The background is softly blurred, featuring light and abstract shapes, suggesting an indoor setting.

Ella Fendley

Marketing Associate

Smiling person with short gray hair wearing a black top and pearl necklace against a blurred background.

Cheryl Gomes

Administrative Associate

A man in a dark suit and white shirt poses confidently with folded arms, smiling slightly. He has short, dark hair and stands against a blurred background with circular lights.

John Goodman

Director of Investment & Cashiering Operations, Shareholder

A woman with straight, shoulder-length black hair and a navy blouse smiles softly at the camera against a blurred, modern indoor background with lights.

Tantania Gregg

Associate, Investment Operations

A woman with long dark hair is smiling, wearing a black blazer over a white top. The background is blurred with lights, giving a professional and airy atmosphere.

Italy Gutierrez

Operations Associate

Woman with shoulder-length, straight brown hair, smiling, wearing a dark purple top and a beaded necklace. Background is blurred with hints of blue and yellow, giving a professional, warm atmosphere.

Amy Hanson, MBA

Director of Marketing and Communications

A man in a suit and tie is smiling against a blurred background. He has short, light brown hair and a beard. The setting appears to be a professional or office environment.

Ryan Hawks

Manager, Business Intelligence

A man with a beard and styled hair is smiling at the camera. He is wearing a navy suit, a white shirt, and a light pink tie. The background is blurred, showing a cityscape through a window.

Sean Hendler, CPA

Senior Manager, Operations

A woman with curly blonde hair smiles at the camera. She is wearing a black blazer over a gray top. The background is blurred, hinting at an outdoor setting.

Bonnie Holland

Director of Operations

A person with long blonde hair and a warm smile is wearing a black blazer and a teal blouse. They are posed against a softly blurred background with circular light shapes, creating a professional appearance.

Emory Howell

Analyst, Business Process

A person with long braided hair is smiling at the camera. They are wearing a patterned shirt against a blurred background.

Ayanna Hunter

Administrative Associate

A person with long, twisted hair, wearing a beige blouse and hoop earrings, smiles against a blurred blue background.

April Jones

Senior Manager, Office Administration

A woman with straight, shoulder-length blonde hair and light skin stands confidently, smiling slightly and wearing a light-colored blouse. The background is blurred with soft lights and glass panels.

Krista Koch

Senior Manager, Fund Administration

A woman with short, light brown hair smiles at the camera. She is wearing a bright pink blazer and a delicate necklace. The background is softly blurred with blue and white tones.

Mela Kuzmenko

Senior Operations Associate, Cashiering

A man with short light brown hair and a beard, wearing a dark blue suit and white shirt, smiles at the camera in front of a blurred, modern background.

Bryan Lopez, CFA

VP of Finance, Shareholder

A man with short hair and a beard is smiling in a professional setting. He is wearing a light gray suit, a white shirt, and a pale pink tie. The background is softly blurred, suggesting an office or business environment.

Nik Malachowski

Operations Associate

A woman with short, light blond hair smiles at the camera. She is wearing a black blazer and a black top. The background is a blurred, light-filled interior setting.

Kathy Malkowski

Manager, Talent Acquisition

A person with long braided hair smiles, wearing a dark green shirt. The background is softly blurred, featuring a gradient mix of light blue and white tones.

Jasmine N. McCammon

Associate, Investment Operations

Travis McKinney

Travis McKinney

Chief Compliance Officer

Smiling person with long light brown hair wearing a blue top and black blazer against a blurred background.

Ashley Miller

Administrative Associate

A man with short brown hair and a trimmed beard, wearing a dark blazer and light shirt, smiles slightly while standing in front of a blurred background with blue and white tones.

Greg Miseta

Director of IT

A person with long red hair and a green top smiles against a blurred background.

Hannah L. Mullins

Human Resources Associate

A middle-aged man with a bald head, glasses, and a gray beard stands confidently in a dark suit and light shirt. The background is blurred with soft lights, suggesting a professional setting.

Ken Myers

Manager, Cashiering

A young woman with braided hair and a neutral expression, wearing a light gray blazer, poses in front of a blurred modern office background with soft lighting.

Dawn Neal

Help Desk Associate

A smiling woman with long dark hair wearing a black cardigan over a blue top, with a patterned neckline, standing in front of a blurred, light blue background.

Ana Peña

Executive Assistant

A person with curly hair and glasses is smiling at the camera, wearing a blue suit and a polka-dot tie. The background is a soft, blurred light blue.

Tremayne Perry

Director, Financial Planning & Analysis

A person with short hair and a mustache is wearing a black suit and red patterned tie. They are smiling and standing against a blurred background with soft lighting.

Danny Reagan

Senior Risk and Compliance Associate

A woman with blonde hair and glasses smiles at the camera. She is wearing a black blazer over a purple patterned top. The background is blurred with soft lights and a blue-gray tone.

Brandi Roberts, CPA

Funds Controller

Naomi Rosales

Associate, Talent Acquisition

A woman with long brown hair and glasses smiles at the camera. She is wearing a black top and a green beaded necklace. The background is blurred, suggesting an outdoor or glass-enclosed setting.

Teri Sebastian

Manager, Operations

A man with short light brown hair and a beard, wearing a checked shirt and a dark blazer, is smiling at the camera. The background is blurred with soft blue and white tones.

Bryan Seger

Team Lead, Investment Operations

A woman with short blonde hair and hoop earrings smiles at the camera. She is wearing a black, long-sleeve top. The background is softly blurred.

Randee Senseney

Administrative Associate, Front Desk

A woman with long, wavy blonde hair smiles at the camera. She is wearing a black blazer over a light-colored top, with a soft-focus blue and white background.

Dianna Silva

Senior Associate, Investment Operations

A woman with blonde hair and a black blazer smiles at the camera. She is wearing a blue necklace. The background is softly blurred, showing an indoor setting and possibly a window.

Kaitlyn Sinnott

Senior Operations Associate, Fund Administration

A man in a suit and tie smiling at the camera, standing in front of a blurred modern glass building background.

Max Sobotka

Senior Risk and Compliance Associate

A person with curly, shoulder-length red hair and glasses, wearing a light lavender blazer over a dark blue top, smiles in front of a blurred background with soft lights.

Samantha St. John, J.D.

Director of Strategic Initiatives

A woman with long, straight hair and a patterned top smiles at the camera. She stands in front of a blurred background, possibly an office building with windows.

Maggie Sudholt, SHRM-CP

Manager, Human Resources

A smiling man in a blue suit and tie stands in front of a blurred office background.

Brian Szabela

Manager, Business Process

A man in a suit and tie smiles while standing against a blurred background of windows and greenery.

Nick Thompson

Senior Systems Administrator

A young woman with long brown hair, wearing a black blazer over a white shirt, smiles while standing in front of a blurred, light-colored background.

Bailey Toms

Analyst, Business Operations

Man with short hair, beard, and glasses, wearing a gray suit, white shirt, and blue checkered tie, smiling against a blurred indoor background.

Isaac Wheaton

Senior Associate, IT Enablement

A woman with short gray hair and glasses smiles at the camera, wearing a plaid scarf and earrings, with a blurred background of soft lights and blue tones.

Jackie Williams

Manager, Portfolio Accounting

A woman with glasses and shoulder-length hair smiles warmly. She is wearing a gray blazer over a black top. The background is a soft, blurred blue gradient.

LaToyia Williams

Manager, Accounts Payable

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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.