John “JT” has spent his long-term career working with wealthy individuals, families, foundations, and institutional clients. JT leads a client service team at HB Wealth, where he provides advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. One of JT’s primary goals is to help clients feel empowered and make more informed decisions so they can be the best possible stewards of their wealth.
He joined HB Wealth in 2007 and has been a shareholder of the company since 2017. In addition to his primary job functions, he has been recognized by HB for his commitment to technology and innovation, leading our internal IDEA team specializing in creating efficiencies and automation within HB Wealth.
JT attended the University of Georgia where he remains active in alumni events and sporting events. He is an avid supporter of the UGA financial planning program through a variety of capacities which have included lectures, Microsoft Excel labs, panel discussions, and alumni advisory board membership. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the CFA Institute.
He was named UGA’s FACS 100 Centennial Honoree by The College of Family and Consumer Sciences in 2017. In 2020 he received the Distinguished Financial Planning Alumni Award from the University of Georgia’s Financial Planning program.
JT and his wife Ruth live in Chastain Park with their three kids (Audrey, Brynn, and John) and dog Frodo. When not in the office you can find JT looking for many outdoor adventures like hiking, fishing, traveling, and golfing.