About Us

Shannon Kent

New Account Liaison, HR Personnel Manager

Shannon Kent started working at HBW in 2000 as the assistant to the CEO of the company. In 2003, she began working in the licensing division for securities, and she managed the licensing and registration for our broker-dealer through 2017. In 2020, she began assisting with our advisory firm as the new account liaison. In addition, she is the HR personnel manager for our firms’ employees. She loves working with the advisors and our home office staff.

Shannon graduated from California State University, Northridge with a bachelor’s degree in psychology. Shannon is married to her husband, Greg, and they have a son and a daughter.

Home

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