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HBW Advisory Attains $2 Billion in Assets Under ManagementHBW

HBW Advisory Attains $2 Billion in Assets Under Management

Simi Valley, CA. This year, as of May 2026, HBW Advisory Services LLC, we hit a significant milestone in reaching the $2 billion mark in assets under management (AUM). This…
Random Acts of KindnessHBW

Random Acts of Kindness

From the desk of Barney Hellenbrand At a meeting in Washington D.C., Pete Muckley of Trust Company of America sat next to me at a dinner and described an idea…
2026: HBW Celebrates 35 Years In BusinessHBW

2026: HBW Celebrates 35 Years In Business

2026 marks HBW’s 35th year of doing business as HBW Partners. In the last 35 years, we have recruited and developed many amazing advisors who have helped thousands of clients,…

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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.…
Meet Bill & Linda MuseHBW Advisors

Meet Bill & Linda Muse

Bill and Linda Muse joined HBW Advisory in June after having spent over 25 years at Primerica Financial Services. Linda Muse grew up in rural Southside Virginia on a farm.…