HB Wealth

10/07/2026

HB Wealth was proud to be a hole sponsor at this year's Cobb Chamber Reed Leeper Classic hosted by the Cobb County Chamber of Commerce. This event invites members to spend time on the course with fellow business professionals, Chamber leadership, board members, and elected officials. David Kochamba and Owen Murphy represented HB at this great event!

10/06/2026

Kerry Gordon is celebrating 20 years with HB! This milestone represents your commitment to the firm and your clients. Congratulations, and thank you!

Read more about Kerry: https://bit.ly/4u8RiAE

10/05/2026

Cheers to Chris Kowal on 20 years with HB! Congratulations on this impressive milestone, and thank you for your ongoing commitment to your clients and the firm!

Meet Chris: https://bit.ly/4o6qGib

09/30/2026

Who We are Wednesday - Brad Glover

Click the link to read Brad's full bio: https://bit.ly/478R43a

09/22/2026

HB Wealth team members attended the Wealth Management Industry Awards (the "Wealthies") in New York City to celebrate Thomas Carroll being named a finalist for CEO of the Year in the $25B+ AUM category!

Teammates from across multiple offices came together to celebrate Thomas and the firm being recognized among other industry leaders. Kameron Pulliam, Casey Jackman, Thomas Carroll, Michelle Padron, Zachary Pearson, and Cari Elliott attended this wonderful event.

Learn more about the event and awards: https://bit.ly/4irxTsu

09/17/2026

HB Wealth was proud to be a sponsor of the Drake Davis Foundation Speak Up-Reach Out Charity Golf Event this year. The Drake Davis Foundation has a mission of raising awareness for su***de prevention and assisting people whose lives are affected by su***de.

Taylor Hammond, Garrett Liebe, Dhruv Patel, and Kory Gildea represented HB on the course at this wonderful event.

09/15/2026

Congratulations to Ann Desforges and Cari Elliott on celebrating 5 years with HB! Thank you both for your ongoing dedication to the firm and our clients

Learn more about Ann and Cari: https://bit.ly/3HKVmF0

09/14/2026

HB Wealth is honored to be named to Barron's Top 100 RIA Firms list for another year in a row. The annual ranking evaluates independent advisory firms on assets managed, growth, technology spending, succession planning, and other qualitative and quantitative measures.

As we celebrate this recognition, we remain focused on helping clients make informed decisions and plan for what matters most.

View the full list, released on September 11th, and learn more about the methodology: https://bit.ly/48iG6aW

Data for the ranking is as of June 30, 2026. No compensation was provided to be included on this list.

Here are America's best financial advisors.

09/07/2026

Meet some of the newest members of the HB Wealth Team: Julia Barfield, Ella Beck, Josh Burns, Will Herren, Sawyer Hyatt, Carson Leak, Nisha Valluri, and Zach Wassman

Please join us in welcoming them to HB!

Learn more about our new team members: https://bit.ly/3HKVmF0

09/03/2026

We are proud to announce the recent promotions of some of our HB Wealth team members! Thank you all for your ongoing commitment to the firm and all of your hard work.

Congratulations to Sean Anderson, Nzube Anunobi, CFP®, Chantelle Calhoun, Gavron Campbell, CFP®, Connor Carlis, CPA, CFP®, Charlie Gilroy, MBA, Italy Gutierrez, Sarron Hazqiyal, Sarah Smith Holder, CFP®, Bryan Kamau, CFP®, Zach Pearson, Keaton Roberson, Andrew Robertson, CFP®, Matthew Sanders, Fitz Smoak, CFA, CAIA, and Anastashia Stella, CFP®.