Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
As a senior wealth advisor and shareholder at HB Wealth, Sammy J. Grant, J.D., CPA, CFP®, CLU brings more than two decades of experience advising high-net-worth individuals and families through complex financial decisions. He began his career in wealth management at HB Wealth in 2002, after joining Arthur Andersen’s Private Client Services group, where he built a strong foundation in technical expertise and client-focused planning.
An attorney, CPA, CERTIFIED FINANCIAL PLANNER® professional, licensed real estate salesperson, and Chartered Life Underwriter, Grant integrates investment management, tax planning, insurance, and estate strategies into cohesive financial plans. Clients consistently describe him as responsive and deeply trustworthy and value the way he makes complex issues easy to understand while always keeping their best interests at the forefront.
Grant later founded SG Financial Advisors, a fee-only firm based in Sandy Springs, before reuniting with HB through a merger in early 2021. The firm was twice recognized as one of the fastest-growing companies owned by a University of Georgia alumnus. A graduate of the University of Georgia Honors Program and the University of Georgia School of Law, he was named a 40 Under 40 Up & Comer by the Atlanta Business Chronicle and remains active in the Atlanta community.
Beyond work, Grant is an accomplished IRONMAN triathlete and devoted family man.
333 Sandy Springs Circle, Suite 121, Sandy Springs, GA 30328
404 459 0027
sammy.grant@hbwealth.com
linkedin.com/in/sammy-grant-b33b404
hbwealth.com
Sammy Grant
J.D., CPA, CFP®, CLU
Senior Wealth Advisor and Shareholder HB Wealth
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2000–2002
2002–2005
2005–2021
Present
2025
Senior Associate at Arthur Andersen’s Private Client Services group
2000–2002
Lead Associate at HB Wealth
2002–2005
Founded SG Financial Advisors, a fee-only firm based in Sandy Springs, GA, which was recognized twice as one of the fastest-growing companies owned by a University of Georgia alumnus
2005–2021
Senior Wealth Advisor and Shareholder at HB Wealth since 2021
Present
Launched Drucker Tax, integrating tax planning and tax preparation directly into the firm’s wealth management offering to better serve high-income clients
2025
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.