At HB Retirement, our team is composed of nearly 30 retirement plan consultants, financial advisors, investment analysts, and service professionals focused solely on retirement planning. We have years of experience in the retirement industry and are familiar with designing various types of retirement plans, engaging with plan participants, and promoting all aspects of financial wellness.

Our team of professionals are licensed and hold several accredited certifications, including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), Behavioral Financial Advisor (BFA™) and Certified Investment Management Analyst (CIMA®), which require hours of specialized training, examinations, work experience and adherence to ethical and conduct standards. All teams are conscientiously built with the client’s needs in mind, which allow us to build strong, lasting relationships.

As an independent firm, our primary goal is to provide you, our client, with a holistic and customized approach to retirement planning. We strive to offer value, integration, communication and efficiencies to keep your life in balance and, most importantly, maximize your time. Learn more about our team and their respective areas of experience below.


Institutional Retirement Leaders

Wealth Management Leader

Investment Team

Consulting Team

Advisor Team

Service Team