Headquarters:

3550 Lenox Rd NE #2700, Atlanta, GA 30326

Year founded:

1989

Number of employees:

338

Phone:

404 264 1400

Email:

info@hbwealth.com

Website:

hbwealth.com

LinkedIn:

linkedin.com/company/hbwealth

Palm Beach – HB Wealth

Kevin Campbell, CFA

Senior Wealth Advisor and Shareholder

Amy Owen, J.D., LL.M., Esq., CFP®

Senior Wealth Advisor, Wealth Strategist, and Shareholder

Jessica Hall

Associate Advisor

Leadership

Kevin Campbell is a senior wealth advisor and shareholder in HB Wealth’s Family Office division, where he advises ultra-high-net-worth families through a comprehensive, fiduciary, fee-only approach. With more than 20 years of experience exclusively serving UHNW families and family offices, he delivers integrated investment, tax, and estate planning guidance tailored to complex, multigenerational needs. A co-founder of HB Wealth’s Florida office, he previously spent over 15 years at Truist Wealth | GenSpring, ultimately serving as senior vice president and investment manager. Campbell is known for building long-standing, trust-based client relationships.

Senior Wealth Advisor and Shareholder

Kevin Campbell, CFA

Amy Owen is a senior wealth advisor, wealth strategist, and shareholder in HB Wealth’s Family Office division, advising ultra-high-net-worth families with complex, multigenerational planning needs. As a former trust and estates attorney, she delivers integrated guidance across estate and gift planning, tax strategies, financial planning, philanthropy, risk management, and family governance. Clients value her ability to provide clear, practical guidance while coordinating long-term wealth and estate strategies that build confidence and peace of mind. Prior to HB Wealth, Owen served in senior wealth strategist roles at Bank of America Private Bank, Hawthorn PNC Family Wealth, and Truist Wealth | GenSpring.

Senior Wealth Advisor, Wealth Strategist, and Shareholder

Amy Owen, J.D., LL.M., Esq., CFP®

Jessica Hall has worked in financial services since 2013 and joined Certified Financial Group®, Inc. in 2021 to provide clear, client-first advice. She left large corporate firms because she believes clients deserve guidance free from pressure to sell proprietary products. Hall is a CFP® professional and Accredited Investment Fiduciary® designee, taking a holistic approach that coordinates investments, retirement, tax awareness, insurance, and estate planning around clients’ goals. She serves on the board of the Financial Planning Association and holds an M.S. in Personal Financial Planning. At home, she shares a blended family with her husband, Chris, stepson Austin, and their two dogs, Sunni and Shady

Associate Advisor

Jessica Hall

Shad McKnight

Chief Underwriting Officer

Shad McKnight joined ISC in July 2019, bringing 20+ years of experience in the P/C space in leadership roles in underwriting, product development/management, actuarial, analytics, marketing, claims, strategy, and IT. His career also includes serving as senior VP of underwriting, product, and actuarial with Merchants Insurance Group, VP product management at CUNA Mutual, and regional AVP product and underwriting with Nationwide Insurance.

Chief Underwriting Officer

Shad McKnight

Brad Nebel

President, Wholesale & New Programs

Brad Nebel joined ISC in 2024, bringing nearly 20 years of experience in the wholesale, MGA, and program business space. He served as Senior Vice President – Chicago P&C Branch Manager for BMS Re, where he specialized in treaty placements for MGA program business. His career also includes serving as Senior Vice President - Global Facultative & North America Facilities Manager at Willis Towers Watson. Additionally, Nebel spent 12 years at The Jack Nebel Companies (MGA) as Senior Underwriter & Broker, where he led teams for P&C general binding authorities, programs, and Lloyd’s binders.

President, Wholesale & New Programs

Brad Nebel

HB Wealth’s Palm Beach team delivers highly personalized, sophisticated wealth management for ultra-high-net-worth families through a fully integrated, fee-only fiduciary model. Kevin Campbell and Amy Owen were integral in establishing the Palm Beach office, bringing sophisticated approaches to tax-efficient investing and a keen focus on asset location across a family’s broader wealth enterprise. The team operates at an institutional scale while maintaining a deeply personal approach, serving as a central point of coordination across every facet of a client’s financial life. Capabilities include access to private market opportunities, integrated tax and estate planning, and consolidated reporting across complex asset structures. With a dedicated “family CFO” model, the team brings together attorneys, accountants, and other trusted advisors around clearly defined client goals to deliver a seamless, strategic approach to wealth management. Serving both multigenerational families and first-generation wealth creators, the team specializes in guiding clients through complex financial landscapes. With expertise in advanced tax strategies and Florida residency and homestead planning, HB Wealth’s Palm Beach team provides clarity, confidence, and continuity at every stage of wealth. HB Wealth, founded in 1989 and headquartered in Atlanta, is a national, independent firm managing over $29 billion across 12 offices.

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Name Risk Placement Services

Mark Bernacki

Chief Underwriting Officer

Mark Bernacki

Chief Underwriting Officer

Julie Prewitt

Senior Vice President, Marketing

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Mark Bernacki is the chief underwriting officer of Amwins, the first to serve in the role. Prior to that, he served as president of Amwins Special Risk Underwriters. In addition to his leadership in underwriting, Bernacki runs the Amwins Alternative Risk Transfer Team for Amwins.

Chief Underwriting Officer

Mark Bernacki

Chief Underwriting Officer

Mark Bernacki

Julie Prewitt has worked on nearly every aspect of marketing and advertising in her nearly 20 years in the industry. Her team at REInsurePro manages branding, advertising, events, content, digital campaigns, and agent engagement and plays a key role in product development.

Senior Vice President, Marketing

Julie Prewitt

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

maintaining an in-house team of more than 20 programmers to facilitate fast improvements direct bill options to streamline the payment process for the agent and the insured providing IVANS policy downloads that enable up to 30 percent labor savings to independent agencies delivering online capabilities including rating, policy documents, payments, and claims reporting

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relationships and teamwork embracing and driving change holding teammates accountable pursuing excellence with humility giving back to the community

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