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Associates

Associates

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Talented Team Members Working for You

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A smiling person with long brown hair wearing a black blazer and a light top. The background is softly blurred, suggesting an indoor setting.

Jennifer Bachelor, CFP®

Senior Associate
Woman with long blonde hair smiling, wearing a white textured jacket and hoop earrings, against a blurred blue and white background.

Gavron Campbell, CFP®

Senior Associate
A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.

Connor Carlis, CPA, CFP®

Senior Associate
A man in a blue suit and light blue tie smiles at the camera. The background is blurred, with soft lighting.

Benjamin DePalmo

Senior Associate
A person in a blue suit and red patterned tie is smiling. The background is blurred with soft lighting.

Jonathan Gerrard, CFP®, EA

Senior Financial Planner
A person in a suit and blue tie smiling in front of a blurred office window background. The scene suggests a professional setting.

Kory Gildea, CFP®

Senior Associate
A person with short dark hair and glasses is smiling, wearing a suit, white shirt, and dark red tie. The background is blurred, suggesting an office environment.

Rory Glatt, CFP®

Senior Associate
A man with short brown hair and a beard is smiling. He is wearing a dark pinstripe suit, white shirt, and a maroon patterned tie. The background is blurred, featuring shades of blue and gray.

Taylor Hammond, CFP®

Senior Associate
A smiling man in a business suit and striped tie poses against a blurred background.

Stephen Jackson, CFP®

Senior Associate
A man in a business suit and tie is smiling against a blurred indoor background.

Bryan Kamau, CFP®

Senior Associate
A smiling man with short dark hair is wearing a light green suit jacket, a white dress shirt, and a patterned tie with small orange designs. The background is a blurred cityscape.

Samuel Leech, CFP®

Senior Associate
A smiling person with short, dark hair wearing a suit, white shirt, and red patterned tie. The background is blurred with a mix of blue and light colors.

Garrett Liebe, CFP®

Senior Associate
A person in a blue suit and tie smiles against a blurred background.

Edwin Martin, CFP®

Senior Associate
Demi Olatunbosun

Demi Olatunbosun, CFP®

Senior Associate
Mitchell Phillips

Mitchell Phillips, CFP®

Senior Associate
A smiling person with short hair is wearing a dark suit jacket, a light-colored shirt, and a patterned tie. The background is softly blurred.

Milton Pullen, CFP®

Senior Associate
A person with curly hair and a beard is smiling while wearing a dark suit, light shirt, and striped tie. The background is blurred, showing a cityscape with tall buildings.

Andrew Robertson, CFP®

Senior Associate
A man in a suit and tie is smiling at the camera. The background is softly blurred, featuring geometric lines and a blue hue.

Brian Sipple, CFP®

Senior Associate
A woman with shoulder-length brown hair smiles at the camera. She is wearing a black blazer over a patterned blouse. The background is softly blurred.

Ashley Tucker, CFP®

Senior Financial Planner
A person with short hair is wearing a dark suit, white shirt, and blue tie, smiling at the camera. The background is softly blurred, featuring muted tones and circular light spots.

Harrison Wiger, CFP®

Senior Associate
A man with curly hair and a beard smiles while wearing a gray suit and patterned tie. The background is blurred with soft, out-of-focus lights.

Nate Wilinski, CFP®

Senior Associate
A smiling man in a suit with a green tie poses against a blurred background.

Stephen Amason, CPA, CFP®

Associate
A person wearing a black suit and a patterned gray tie is posing in front of a blurred background. The individual has medium-length dreadlocks and facial hair, looking directly at the camera with a neutral expression.

Nzube Anunobi

Associate
A smiling person with long, straight light brown hair is wearing a beige blazer and a black top. The background is blurred with soft lights and a blue-gray tone.

Lauren Baccari, CFP®

Associate
A smiling man in a business suit and blue tie stands against a blurred background. The setting appears professional with a soft, out-of-focus backdrop.

Nick Brink, CFP®

Associate
A person in a navy suit and red tie smiles at the camera. The background is softly blurred with a mix of lights and shadows, suggesting an indoor setting.

Solomon Cohen

Associate
A person in a black suit and red polka dot tie smiles at the camera. The background is a soft blue gradient.

Alex Colovos

Associate
Man in a blue suit and pink patterned tie smiling, with a blurred background of soft lights and blue tones.

Ian Davis

Associate
A woman with long blonde hair is smiling at the camera. She is wearing a light-colored blazer over a white top. The background is softly blurred, featuring some light streaks and round light spots.

Kate Edmunds

Associate
A woman with long brown hair wearing a dark green blouse smiles against a blurred blue and white background.

Rett Evans

Associate
Michael Fernandez

Michael Fernandez

Associate
Smiling woman with long blond hair, wearing a black blazer. She is in front of a blurred cityscape background.

Casey Forbes

Associate
A smiling man in a business suit and pink tie stands against a blurred background with warm lights.

Charlie Gilroy, MBA

Associate
A woman with long, wavy blonde hair smiles at the camera. She is wearing a dark textured blazer over a light top. The background is blurred, giving the image a professional and friendly appearance.

Kathleen Griffis

Associate
Professional man in a navy suit with a light blue tie stands against a blurred office background.

Ryan Lefler, MBA

Associate
A person with brown hair and glasses, wearing a dark suit, a white shirt, and a patterned tie, smiles at the camera. The background is blurred, with abstract light shapes.

Riley Groves

Associate
Jeannie Heerlein

Jeannie Heerlein

Associate
A young man wearing a dark suit, blue shirt, and patterned tie is smiling with a blurred background of bright lights.

Alex Keiss

Associate
A woman with long brown hair and a beige jacket smiles against a blurred office background.

Lydia Knoll

Associate
A person in a blue suit and patterned tie smiles warmly. The background is softly blurred with bokeh lights.

Garrett Mashburn

Associate
A smiling person with short hair is wearing a dark suit, white shirt, and patterned tie. The background is blurred, featuring soft lights.

Garrett Owen, CPA, CFP®

Associate
A man in a dark suit and tie smiles warmly at the camera. The background is softly blurred with a mix of neutral colors, suggesting a professional indoor setting.

Dhruv Patel

Associate
A man in a blue suit and patterned tie smiles at the camera. The blurred background shows circular lights and a softly colored wall, suggesting a professional setting.

Zach Pearson

Associate
A man in a light gray suit, white shirt, and striped tie is smiling at the camera. The background is blurred with blue and white tones, giving a professional, modern office feel.

Todd Reinhardt

Associate
A man with light brown hair, a short beard, and glasses is wearing a dark suit, white shirt, and light-colored tie, smiling at the camera against a blurred, professional background.

Keaton Roberson

Associate
A person with long, straight hair and a slight smile is wearing a black blazer over a white shirt. The background is softly blurred with abstract, circular lights.

Cambria Russell, CRPC®

Associate
A person with long blonde hair wearing a black blazer over a beige top is smiling against a blurred blue and white background.

Sarah Smith, CFP®

Associate
Smiling woman with long blonde hair and wearing a black top, standing against a blurred background.

Sharon Snyder, CFP®

Associate
A person with long brown hair smiling, wearing a sleeveless red top. The background is softly blurred with circular lights, creating a light and airy atmosphere.

Ana Stella, CFP®

Associate
Smiling woman with long light brown hair wearing a pearl necklace and blue top with a black blazer, set against a blurred background.

Christen Tucker

Associate
A young man in a suit and tie stands against a blurred background. He has short brown hair and is looking directly at the camera with a subtle smile.

Benjamin Van Zee

Associate

Our Locations

GEORGIA

Atlanta (HQ)
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Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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