HB Wealth

Peter Sorensen is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 65 designation and joined HB Wealth Management, LLC in 2025. His prior work includes positions at Bucknell University and various educational institutions. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative analysis across public and private investment strategies.

Samuel Wishneff is a CFP® professional with 12 years of experience in the financial services industry. He is currently associated with HB Wealth and has prior experience at firms including M. S. Howells & Co, LongView Wealth Management, Cambridge Investment Research, Inc., and PNC Wealth Management. Outside of his advisory role, he is involved in insurance sales in Atlanta. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

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 previously worked at Homrich Berg for 12 years. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across a variety of public and private investment strategies.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Steven Cass is a CFP® professional with 23 years of experience in the financial services industry. He has worked at HB Wealth Management since 2024 and previously spent over a decade at SunTrust in various advisory and banking roles. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, participating in community health initiatives and organizational oversight. HB Wealth Management is a registered investment adviser offering wealth management, financial planning, and investment management services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a comprehensive investment process that includes both public and private strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Timothy Best is a CFP® with 23 years of industry experience, currently serving as a financial advisor at HB Wealth. He previously worked at SunTrust Bank and its affiliated investment services and advisory firms from 2015 to 2024. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combined quantitative and qualitative investment process across public and private strategies, managing accounts primarily on a discretionary basis.

Jeffrey Hill is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at HB Wealth Management, LLC since 2025 and was previously with Wms Partners LLC for 11 years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Amy Owen is a CFP® and holds a Series 66 license with five years at HB Wealth and a total of nine years in the financial services industry, including prior roles at SunTrust and PNC Investments. She is based in Palm Beach Gardens, FL. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth and investment management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Trent Arnone is a CFP® at HB Wealth with nine years of industry experience, primarily at Homrich Berg since 2017 and a prior year at Fort Washington Investment Advisors. He is based in Atlanta, GA. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients through outsourced chief investment officer (OCIO) and advisory services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Tana Gildea is a CFP® and Series 65-registered financial advisor with 19 years of industry experience. She currently practices at HB Wealth and previously worked at Homrich Berg and Compass Financial Consulting, LLC. Outside of advising, she owns Graduate’s Guide, a financial literacy company focused on writing, speaking, and training, and serves on the board of directors for the Georgia Neurodiversity Chamber of Commerce. She also teaches courses in Kennesaw State University's CFP program. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a quantitative and qualitative investment process across a range of public and private strategies and manages accounts primarily on a discretionary basis.

David Kochamba is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He worked at Homrich Berg for nine years prior to joining HB Wealth. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

James Ruff is a CFP® professional with 17 years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 22 years. Outside of his advisory role, he serves on the Strategic Advisory Board for the Atlanta Area Council of Scouting America, engaging in nonprofit volunteer and philanthropic activities. HB Wealth Management provides wealth management, investment management, and financial planning services to a broad client base, including individuals, families, trusts, retirement plans, corporations, foundations, and family offices, as well as institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services such as discretionary portfolio management and outsourced chief investment officer solutions.

Chad Norfolk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at HB Wealth Management, LLC. He previously worked for 11 years at WMS Partners, LLC. Norfolk holds the Series 66 license and is based in Towson, MD. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Emilio Egea is a Series 65-licensed financial advisor with two years of industry experience. He has worked at HB Wealth (formerly WMS Partners, LLC) for four years and spent one year at Circle Wealth Management, LLC. Prior to his advisory career, he was affiliated with Loyola University for five years. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers both discretionary portfolio management and institutional advisory services.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.