Our Advisors

Believing is Seeing: Meet Our Advisors

We believe that we are all born with the feeling that we are special, having something inside us that makes us want to do extraordinary things. We want the world to look at us and say that we are somebody great. Somehow, over time, most of us let the world suppress those feelings, and we succumb to a life of monotony and ordinariness, settling for less than what we really believe we are worth. Many learn to make excuses to justify and rationalize their situation. Many blame their circumstances, our parents, teachers, bosses, spouses, children, and society as to why they are not who they think they should be and deserve to be. Sadly, so many people then just give up and settle.

Services for AdvisorsContact Us

Living An

Extraordinary Life

What is living an extraordinary life? We think it is being free to do exciting things and go to interesting places, having access to what you most desire. It is becoming a person that many other people may view as special and is something that many fantasize about, but few actually attain. Turning your dreams into a reality takes discipline, focus, commitment and long-term thinking. Many people decide this is just way too difficult to attempt. What most people fail to realize is that living a life of mediocrity and regret is a much higher price to pay in the long-run than going for your dreams. Pursuing your goals and dreams with all of the opportunities and challenges, resulting in great victories and even daunting defeats, is a life definitely worth choosing, and it is this choice that separates someone from the masses of humanity living small, unfulfilled lives. A life of discipline, focus and commitment is the most exciting, fulfilling and gratifying life of all.

Changing Your Life

Where do you start, when you understand that in order to change the way things are, you have to change the way you are? While we know that the first step to doing something great requires a total commitment, before you can make that commitment, you should decide if being successful, accomplishing great goals, and living a big, exciting life is really for you.

If you have made the decision to do something great, the first thing you will learn is that the effort and sacrifice required will have deep and powerful emotional ramifications. The growth we see in people who lay it on the line and do something significant with their lives is a wonderful thing to behold. Accomplishing tough, challenging goals causes us to grow as people and the ensuing increase in personal confidence is life-changing for most people.

The realization of what it means to have a business that works even when you don’t or can’t is amazing. Knowing you have built something that is real and solid, something that people can cling to and believe in, something that makes a huge difference for our associates and their clients, brings a level of contentment and emotional security that is difficult to quantify.

The impact on your children can be remarkable as well. Children of independent business people grow up with a different, and often success minded, mentality. They see their parents as successful and assume that they can do the same thing, starting out with far more confidence than someone coming from a disadvantaged background.

Beliefs & MissionAbout HBW Partners

Living Your Best Life As An Advisor

Surveys of the elderly reveal that if most of them could do one thing differently in their lives, it would be that they would have taken most risks, tried more things, and have simply gone for it more. This is a regret that people who pursue their dreams with an unrelenting focus never have. Don’t let that happen to you. Become an HBW partner and we will help you find your personal “why,” and give you the tools you need to succeed.

In an effort to familiarize you with what kind of people a company like HBW attracts, we would like to introduce you to some of our advisors. Read about some of their incredible stories and how our advisors have had a dramatic, positive influence on the lives of families across America.

What makes HBW so special? We believe it is the people involved and the relationships they develop. Click through some of these articles to meet some of the best and most successful people we know. And please reach out to us if you’d like to join our team. There are many, many examples of people having tremendous success at HBW, and we hope those who have stories are sharing them with others, and that you will make a story of your own.

Meet Paul BrandweinHBW Advisors

Meet Paul Brandwein

Paul Brandwein is the founder of Playbook Wealth Partners, a fee-only fiduciary practice based in St. Charles, Illinois. He works with three groups: employees with concentrated stock positions (RSUs, ISOs,…
Meet Chad FrancisHBW Advisors

Meet Chad Francis

Chad Francis joined HBW Partners in 2017 and works in the Sacramento area and surrounding communities. He is an investment advisor representative (IAR) who holds his Series 65 securities representative…
Meet Brian MalkinsonHBW Advisors

Meet Brian Malkinson

Brian Malkinson's ability to recognize trends and adapt to shifts in the marketplace have been the foundation of his career. Brian’s career has spanned more than a decade, and he…
Meet Kerri HerlickHBW Advisors

Meet Kerri Herlick

Kerri Herlick believes in teaching her three children how to thrive in the world. “I believe in teaching them how to reach out to each other despite the 3,000 miles…
Meet Brad RudkinHBW Advisors

Meet Brad Rudkin

As an ENTP (Extraverted, Intuitive, Thinking, Perceiving) personality type, Brad loves to be around people. He says, “Every job I’ve had since college has involved working collaboratively with large groups…
Meet Neal DavisHBW Advisors

Meet Neal Davis

A smart man once said, "it's not just a sum of money, it's someone's lifetime of hard work...so treat it accordingly." Neal Davis applies this simple mandate to each and…
Meet Bryan BradfordHBW Advisors

Meet Bryan Bradford

Bryan Bradford brings his personal approach to each client's financial planning process. He has been securities registered since 1993 and obtained his Series 65 securities registration making him an Investment…
Meet Robert P. SullivanHBW Advisors

Meet Robert P. Sullivan

Robert Sullivan began his professional career as an associate attorney at one of Southern California‘s premier litigation firms. Deciding to follow his true passion, he entered the financial services industry…
Meet Kenjo SaitoHBW Advisors

Meet Kenjo Saito

Kenji Saito decided to become a stockbroker during a trip to the New York Stock Exchange with his football team. He was attracted to the hustle and bustle of the…
Meet Tim SteeleHBW Advisors

Meet Tim Steele

Tim Steele currently holds his Series 65 securities registration and recently joined HBW as an advisor. He has been married to his beautiful, strong, and patient wife, Guillermina, since 2012…
Meet Taylor DavisHBW Advisors

Meet Taylor Davis

Taylor Davis’s desire to serve others is what led him to joining HBW. He served four years in the United States Marine Corps and served on three tours in Iraq.…
Meet Bill DeckerHBW Advisors

Meet Bill Decker

Bill Decker specializes in helping people financially prepare for retirement; what he calls the “fourth quarter of life.” He uses a holistic approach, managing clients’ finances for the big picture.…