About Us

About HBW Partners

Established in October of 1991 and incorporated in September of 1994, HBW was founded with the express purpose of providing advisors with greater market capabilities, dramatically expanding product and service offerings, managing against potential negative market conditions, providing advisors with the ability to spend more time focusing on serving their clients while spending less time managing the back office. Further, HBW Partners aims to provide advisors with a compensation structure that enables the advisor to focus on personal production and/or build a sales team when qualified. The compensation structure empowers qualified advisors to build a sales team as well as bringing new and experienced people to HBW.

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