About Us

Sarah Linder

Registered Principal

Sarah Linder joined HBW Insurance & Financial Services, Inc. in 2004 and transitioned into the commissions manager/ operations supervisor for our broker-dealer in 2006. In July of 2009, she became chief compliance officer for HBW Securities LLC. Sarah worked extensively with the field to help enhance their viability and success, as well as to make sure they succeeded in an everchanging regulatory environment. She now holds a Series 65 securities registration and assists with operations for HBW Advisory Services LLC.

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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 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