HB Wealth

Peter Sorensen is a financial advisor at HB Wealth with a Series 65 designation and less than one year of industry experience. Prior to joining HB Wealth, he was employed at Bucknell University and held positions in education and pool management. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm uses a wide range of investment instruments and conducts both quantitative and qualitative due diligence to align client goals with its capital markets outlook.

Samuel Wishneff is a financial advisor at HB Wealth in Atlanta, GA, holding CFP® and Series 66 credentials with 11 years of industry experience. He has worked at LongView Wealth Management and Cambridge Investment Research, Inc. His outside activity includes selling insurance on a limited basis. HB Wealth provides wealth management and financial planning primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment process aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of instruments and third-party tools for reporting and due diligence.

Michael Stanford is a financial advisor at HB Wealth in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He has been with Homrich Berg since 2009. HB Wealth provides wealth management and financial planning primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, employing a diverse range of instruments and thorough due diligence processes.

Steven Cass is a financial advisor at HB Wealth with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining HB Wealth in 2024, he worked at SunTrust Advisory Services and its affiliated entities from 2011 to 2024. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, supporting community health initiatives. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, employing a diverse range of instruments and conducting thorough manager and private fund due diligence.

Timothy Best is a CFP® with 23 years of industry experience and is currently an advisor at HB Wealth. His prior experience includes roles at SunTrust Bank and its affiliated investment services firms from 2015 to 2024. HB Wealth provides wealth management and financial planning primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of investment instruments and conducting thorough manager and private-fund due diligence.

Jeffrey Hill is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with HB Wealth, where he has worked since 2025, following an 11-year tenure at Wms Partners LLC. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of instruments and conducting both quantitative and qualitative due diligence.

Amy Owen is a CFP® and holds a Series 66 license with five years of experience at HB Wealth. She previously worked at SunTrust and PNC Investments and Bank. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a diverse range of investment instruments and conducting due diligence on managers and private funds.

Trent Arnone is a CFP® professional with four years of industry experience, currently serving at HB Wealth in Atlanta, GA. He previously worked at Fort Washington Investment Advisors and has been with Homrich Berg since 2017. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad array of investment instruments and conducting both quantitative and qualitative due diligence.

Tana Gildea is a CFP® professional with 19 years of experience in financial advising, currently with HB Wealth since 2018. Prior to that, she worked at Compass Financial Consulting, LLC for 12 years. She is the owner of Graduate's Guide, a business focused on financial literacy through writing, speaking, and training, and serves on the Board of Directors for the Georgia Neurodiversity Chamber of Commerce. Gildea also instructs in Kennesaw State University's CFP program. HB Wealth provides wealth management and financial planning primarily to individuals and families, along with services for trusts, retirement plans, corporate entities, foundations, and family offices. The firm employs a comprehensive investment process that aligns client goals with market outlooks using a broad range of instruments and conducts thorough manager due diligence.

David Kochamba is a CFP® professional with 11 years of industry experience, currently serving as an advisor at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2012. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach incorporates a broad range of instruments and emphasizes alignment of client goals and risk tolerances with capital markets outlook.

James Ruff is a CFP® professional with 16 years of experience, currently serving at HB Wealth in Atlanta, GA. He has worked at Homrich Berg since 1999. Outside of his advisory role, he is a Strategic Advisory Board Member for the Atlanta Area Council of Scouting America, contributing to nonprofit volunteering and philanthropic support. HB Wealth provides wealth management and financial planning primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a diverse range of instruments and conducting thorough manager and private-fund due diligence.

Chad Norfolk is a Certified Financial Planner® with 24 years of industry experience. He is currently with HB Wealth Management, LLC, having joined the firm in 2025 after 11 years at WMS Partners, LLC. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of investment instruments and conducting thorough due diligence on managers and private funds.

Nicholas Brink is a CFP® affiliated with HB Wealth in Atlanta, GA, with experience spanning roles at HB Wealth Management, Gratus Capital, Wellspring Associates, Westrock, and the University of Tennessee. He has been active in the financial industry since 2019. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment process aligns client goals and risk tolerances with its capital markets outlook using a diverse range of instruments and conducts manager and private-fund due diligence, offering both discretionary and non-discretionary portfolio management.

Maurice Martin III is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with HB Wealth in Atlanta, GA, where he has worked since 2021. Prior to that, he was with JT Stratford, LLC from 2015 to 2021. HB Wealth provides wealth management and financial planning primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment process aligns client goals and risk tolerances with its capital markets outlook using a broad range of instruments and employs both quantitative and qualitative due diligence in manager and private-fund selection.

Daniel Mento is a CFA® charterholder with four years of industry experience. He is currently with HB Wealth Management, LLC and has previously worked at WMS Partners, LLC and Pinnacle Advisory Group. HB Wealth provides wealth management and financial planning primarily to individuals and families, while also serving trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment process aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of investment instruments and conducting quantitative and qualitative due diligence.