Alpharetta, GA Office

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.

Margo Bryk is a financial advisor at HB Wealth with Series 63 and Series 65 licenses and eight years of industry experience. She has been with HB Wealth Management, LLC since 2008. 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 disciplined investment process that includes both public and private strategies.

Jennifer Bachelor is a CFP® with 23 years of industry experience. She is currently with HB Wealth and previously worked at Homrich Berg, Compass Financial Consulting, LLC, and Henssler Financial. 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 combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer (OCIO) and institutional advisory services.

Wayne Moss is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked at Homrich Berg for 13 years, Synovus Securities, Inc. for 2 years, and Creative Financial Group Ltd for 5 years. 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 provides wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

John Bochniak is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked for Homrich Berg for three years and Compass Financial Consulting, LLC for seventeen 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, and institutional clients. The firm manages discretionary portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Kevin Kraus is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He currently works at HB Wealth and previously spent 19 years at Compass Financial Consulting, LLC, followed by three years at Homrich Berg. 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 provides wealth management, investment management, and financial planning, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

James Pullen II is a CFP® professional at HB Wealth with four years of industry experience. His work history includes roles at Homrich Berg, Atlanta Financial Associates, and Secure Life Benefits. 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 discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative approach across a broad range of public and private investment strategies.

Cynthia Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at HB Wealth. Her work history includes roles at Homrich Berg, Wealth Enhancement Group, and Minnesota Life Insurance Company, among others. 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 employs a disciplined investment process combining quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer and institutional advisory services.

Anastashia Stella is a CFP® professional with one year of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management, she worked for six years at The Law Offices of T. Andrew Miller. 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 provides discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Kelsey Stone is a CFP® professional with eight years of industry experience. He has worked at Homrich Berg for seven years before joining HB Wealth in Alpharetta, GA. 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 discretionary portfolio management aligned with clients' objectives and risk tolerance.