About Us

Barney Hellenbrand

Chief Executive Officer

Barney Hellenbrand has been helping people problem solve for over 40 years. He was originally licensed in 1974. Currently his licenses include real estate, life, accident and health (CA Insurance License #0775635). He also holds Series 6, 7, 63, 65, and 26 securities registrations.

After graduation from UCLA, Barney started in the financial services industry in 1979 and by 1984, attained the rank of vice president with his first company. Having built an extensive sales organization, Barney was nationally recognized and became a member of the company’s first two All American teams. After a change of management and philosophy, Barney made the difficult decision to leave and join a new startup in 1989 as senior vice president and within nine months was promoted to national sales director, having added over 1,500 advisors within his first 18 months.

As a founding principal of HBW in 1991, Barney is proud to offer an extraordinary company with an extraordinary staff well-equipped to problem solve for individuals, families, associates and business owners alike, well into the future.

Whether guiding associates, clients or corporations toward a more secure future, his enthusiasm and determination have been a trademark. Barney’s personal philosophy is simple: NFL Hall of Fame receiver, Raymond Berry, always played his heart out in every game in order to give the fans that bought the tickets and watched on TV their money’s worth. He realized that he was able to play the game he loved because of these people. We have taken the same approach at HBW in serving our clients. We love helping people accomplish their financial goals and strive to earn and keep the trust of our advisors and their clients, which they so truly deserve.

Barney and his wife, Bonnie, support multiple charities, including missionaries overseas and locally, the Young America’s Foundation and St. Jude Children’s Hospital, a remarkable organization to which we encourage all who can to give.

Read Barney's StoryHome

The Management Team

Our core staff has been with us 20+ years. Over the decades while supporting our advisors, HBW kept their eye on the future. As market conditions evolve, new product offerings emerge, regulatory compliance tightens, and market consolidation continues to increase, HBW has continued to provide broader back-office support and services, stronger company relationships, and compliance support through HBW Advisory Services LLC. The expanding government regulatory, licensing and compliance changes have transformed the new advisor profile.

2655 1st Street Ste 250
Simi Valley, CA 9306
(800) 473-3856 x.128

Raymond Berry

Honorary Chairman

Joe Bonanno

Chief Operations Officer President, HBW Advisory Services LLC

Joel Broersma, CFP®

President of HBW Partners Tax Services LLC

Lisa Betances

Sr. Vice President, Administration & Controller

Mike Linder

Vice President, Sales & Marketing

Sarah Linder

Registered Principal

Todd Penrod

Chief Compliance Officer, Advisory, Registered Principal

Shannon Kent

New Account Liaison, HR Personnel Manager