Barney Hellenbrand has been helping people problem solve for over 40 years. He was originally licensed in 1974. Currently his licenses include Real Estate, Life, Accident and Health, Securities Series 6, 63, 65, and 26.
Barney started at A.L. Williams in 1981 and attained the rank of VP. Having built an extensive sales organization, Barney became a member of the company's first two All American teams. Barney joined Amerishare Investors in 1989 as Senior VP and within 9 months was promoted to National Sales Director, having added over 1,500 agents within his first 18 months.
Whether guiding associates, clients or corporations toward a more secure future, his enthusiasm and determination have been a trademark.
As a founding principle of HBW, Barney is proud to offer an extraordinary company with an extraordinary staff well-equipped to problem solve for individuals, families, associates and business owners alike, well into the future.
Barney is a graduate of UCLA, with a B.A. Political Science. At UCLA, he was honored to be a member of the UCLA Bruins football team. That said, he'll tell you that his time there as bench warmer and tacking dummy lead directly to his love of golf, which he proudly plays at a low handicap.
A true family man, Barney is devoted to his lovely wife Bonnie, his beautiful daughter Samantha, and her growing family as well.
Barney and Bonnie support multiple charities, including missionaries overseas and locally, St. Jude Children’s Hospital, a remarkable organization to which we encourage all who can to give.
Mr. Berry enjoyed great success during his thirty-seven years in the National Football League, culminating in his acceptance into the NFL Hall of Fame.
Raymond was part of the great Baltimore Colts teams of the late 50’s and 60’s and along with Quarterback Johnny Unitas formed one of the most potent passing tandems in NFL history. As a player, he changed the game, and held the record for most receptions in an NFL playoff game for almost three decades.
He spent 18 years as an Assistant Coach and 6 years as a Head Coach, of the New England Patriots. As Head Coach of the New England Patriots, Raymond guided them to their first ever Super Bowl appearance and was voted the 1985 NFL Coach of the Year.
Mr. Berry is a founding principal of HBW, and is a Graduate of SMU with degrees in Real Estate and Insurance. Licenses include Life and Health.
Special Consultant to the CEO
Mr. Streiff is President of TFS Resources where he uses his 30 years of experience to assist firms like HBW Securities in adapting and thriving in today’s investment environment. Most recently Tom was a Senior Managing Director and Head of Retirement Income Products and Distribution for TIAA-CREF & Nuveen. Prior to joining TIAA, Tom spent 6 years as an Executive Vice President and Head of Retirement Solutions for PIMCO. Prior to PIMCO Tom was a Managing Director at UBS where he spent time as Head of Insurance Sector Relationships in the Investment Bank and Head of Investment Solutions at UBS Wealth Management. Tom also has significant experience in the independent broker-dealer space, having served as President of IAC Securities and First Variable Life.
Tom’s investment experience includes frequent appearances and contributions to: the U.S. Supreme Court, New York Superior Court, New Jersey State Assembly, U.S. Congress Government Accountability Office, U.S. Securities and Exchange Commission and Various Regulatory Task Forces.
Tom is currently a Member of the Board of Directors of the Insured Retirement Institute (IRI). Additionally he has been a frequent speaker at industry conferences including: National Endowment for Financial Education (NEFE), American Institute of Certified Public Accountants (AICPA), Insured Retirement Institute (IRI) and Retirement Income Industry Association (RIIA).
Tom has written over 100 articles for the financial trade press and been interviewed and/or quoted by: Kiplinger’s, Barron’s and the Wall Street Journal to name a few.
Tom has also co-authored 3 books: “Annuities”, “Distributions from Qualified Plans” and “Equity-Indexed Annuities”
As a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant Tom also holds the following degrees: Masters of Business Administration, Pepperdine University and a Bachelor of Science Nuclear & Mechanical Engineering (Magna Cum Laude), University of Utah.
A great family man, Tom has been married for over 35 years and has two very accomplished sons.
Chief Operations Officer
President, HBW Advisory Services LLC
Joe serves as both Chief Operations Officer and President of HBW Advisory Services LLC. As HBW’s chief technology architect, he has more than 20 years' experience building and maintaining mission critical data systems. During his career, Joe has created internal forecast and reporting applications for academic institutions, government agencies, and Fortune 500 companies. He developed and manages the system HBW uses today, which provides an unsurpassed level of automation, flexibility and scalability. As President of HBW Advisory Services Joe has built multiple platforms to support the needs of various strategies advisors may choose to implement. He also manages one of HBW’s most successful strategies in our investment portfolio.
Joe is a graduate of UCLA. Originally securities licensed in 1988, he currently holds series 28 and 65 securities licenses.
He is married to his beautiful wife Kelly; they have two sons and a rescue dog, Cocoa.
Joel Broersma, CFP
As President of HBW Securities Joel has implemented collaborative compliance between advisors and Home Office staff. While keeping the focus on maintaining compliance he has also been determined to simplify the paperwork and approval process, working both with advisors in the field as well as Home Office staff.
As the former President of HBW Tax Services Joel built a platform where advisors can become tax certified and integrate this into their existing business becoming a trusted advisor for their clients.
Joel attended The College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ Professional. He is licensed in Life, Health, Property and Casualty, Series 6, 63 and 26, and is also registered as an Investment Advisor Representative. The Enrolled Agent designation gives him the authority to prepare tax returns, offer tax planning and represent clients before the IRS.
He is married to Sue and they have two daughters and a son. One of their daughters works in the business as an integral part of the office staff.
Sr. Vice President, Administration & Controller
Lisa Mann has been in the Operations and Financial Services industry since October of 1993. She set her sights on the banking industry to start her career early on in life. Then, once reaching her goal of Operations Manager and after 8 years with a local bank, she decided to explore other business options.
Lisa joined what was then HBW Insurance & Financial Services, Inc. - a single entity - in January 2001. She is now Senior Vice President of Administration and Controller for all three HBW entities: HBW Securities LLC, HBW Advisory Services LLC and the parent company, HBW Insurance and Financial Services, Inc.
As an executive, Lisa continues to play a vital role in the management and operation of all these entities, as well as managing the home office personnel. She is very focused and passionate about her work and fully understands that her position is extremely important to the advisors in the field and the HBW Home Office staff. Lisa takes great pride in her strong relationships, both personal and business.
She’s been married to her husband David since 1998 and they have 5 children and several grandchildren.
Vice President, Sales & Marketing
Mike has been with HBW since 1994 and has an extensive knowledge of the company’s history and internal operations. He is the internal liaison for carrier relationships, as well as advisor training and development. As a licensed life agent, Mike’s field experience allows him to relate to and serve our field force. He also works directly with the CEO to support recruiting and training of new advisors.
Mike is life and health licensed.
He is married to Sarah Linder, HBW’s Chief Compliance Officer, and they have 2 adorable daughters.
Chief Compliance Officer, Securities
Sarah joined HBW Insurance & Financial Services, Inc. in 2004 and transitioned into the Commissions Manager/ Operations Supervisor for HBW Securities LLC in 2006. In July 2009, she became Chief Compliance Officer. Sarah works extensively with the field to help enhance their viability and success, as well as to make sure they succeed in an ever changing regulatory environment. She constantly participates in seminars, FINRA conferences and workshops to stay on the cutting edge of regulation.
Sarah is Life, Health and Variable licensed and holds the Series 6, 63, 26, 7 & 51 registrations.
She is married to Mike Linder, HBW’s Vice President of Sales & Marketing, and they have 2 adorable daughters.
Chief Compliance Officer, Advisory
As Chief Compliance Officer for HBW Advisory Services LLC, Todd Penrod is responsible for overseeing all aspects of the Company’s on-going compliance program. Todd helps ensure the activities of management, its employees and investment advisor representatives remain in compliance with the rules and regulations, that company policies and procedures are being adhered to, and that behavior in the organization meets the company’s Standards of Conduct.
Todd started his career in the financial services industry in 2000 and eventually discovered his passion for compliance. In 2008 he pursued his goals and started working as a Compliance Examiner and Senior Compliance Analyst prior to joining HBW Advisory Services LLC.
He graduated California State University, Northridge with a bachelor degree in Finance and currently holds the series 7, 24, 51, 63 and 65 registrations.
Todd and his lovely wife June enjoy seeing the world through their child’s eyes.
Securities Licensing Manager, HR Personnel Manager
Shannon started working with HBW in 2000 as the assistant to the CEO of the company. In 2003, she began working in the licensing division for securities and has been managing the licensing and registration for HBW Securities LLC since 2005. She loves working with the advisors and strives to make new advisors transition into our firm as smooth as possible. As the HR Personnel Manager for our firm’s employees, Shannon is universally loved and respected by all the employees of HBW.
Shannon graduated California State University, Northridge with a bachelors degree in Psychology.
Shannon is married to Greg and they have a son and a daughter.
Vice President, Business Development
Samantha Ball, Barney Hellenbrand’s daughter and a graduate from University of California Santa Barbara, joined HBW Partners in 2004, after other career experiences. Before joining HBW Partners, Samantha became a top sales associate at Nordstrom, a U.S. Sales Coordinator for GBMI and worked in restaurant supply sales. Early on with HBW Partners, Samantha became licensed, worked directly with clients and helped recruit new associates to the firm before transitioning into organizing and coordinating company training events across the country. From these experiences within HBW Partners, Samantha has evolved into her current role as VP Business Development. This position suits her personality and strengths, and as a wife, mother of two and daughter, Samantha is proud of the amazing platform HBW has built and continues to develop and grow. Samantha is one of the first people an interested party speaks with when considering HBW Partners and also remains a go to person for the seasoned professionals that have been with us for years.
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services may also be offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.