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
Client Service
Focused on delivering concierge-level care through personalized service
Investments
Experienced professionals navigating public and private markets with discipline
Leadership
Guiding the mission and vision of HB Wealth
Business Operations
Behind-the-scenes professionals powering the HB Wealth mission
In Memoriam
Honoring beloved colleagues who have passed away
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.