About Us

Mike Linder

Vice President, Sales & Marketing

Mike Linder has been with HBW since 1994 and has an extensive knowledge of the company’s history and internal operations. He is the internal liaison for carrier relationships, as well as advisor training and development. Mike’s field experience allows him to relate to and serve our field force. He also works directly with the CEO to support recruiting and training of new advisors. Mike holds a Series 65 securities registration.

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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

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