Our Team

Richard started in financial services in 2001 and joined the HBW family in 2004. He has clients throughout the US and holds his Series 65 investment license andCalifornia Life Agent Insurance License #0D90304

Jeff has been helping clients reach their financial goals for over 30 years; obtaining his securities registration in October of 1987. He is a trusted Advisor with the heart of a teacher who enjoys helping people and building relationships.

Brian joined HBW after more than a decade of business ownership and the CEO of an international corporation. Currently a Partner with HBW, he serves as the COO for Northern California and holds his Series 65 Investment Advisor Registration.

Financial decisions can feel complicated. My goal is to give clients the clarity, insight, and trustworthy service they need to make confident choices that support their financial goals. I know my clients well, and my clients know me.

Steven holds several professional licenses and registrations. He holds a Life & Health Agent License and fee-based Investment Advisor Representative Series 66 registration.

Steve lives in Meridian, ID with his wife Heather. Steve spent most of his professional life leading teams in the pharmaceutical field. He currently holds a fee-based Investment Advisor representative Series 65 registration.

Taylor’s desire to serve others is what led him to HBW. He served four years in the United States Marine Corps and received a bachelor's degree in international relations with and emphasis in global financial management from USC.

Dillon is a licensed Investment Adviser Representative who joined HBW as an Advisor in 2025. With a passion for empowering individuals on their financial journeys, he specializes in budgeting, investing, and retirement planning.