BarneyBarney Hellenbrand
CEO

Originally licensed in 1974, Barney started at A.L. Williams as a full-time recruiter 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 recruited over 1,500 agents within his first 18 months. At Amerishare, Barney became the company’s largest recruiter, producing the most new agents and becoming the highest paid recruiter for the company. Founding principal of HBW in 1991, married with a daughter and 2 grandchildren, Barney is a graduate of UCLA, with a B.A. in Political Science. Licenses include: Real Estate, Life & Disability, Securities Series 6, 63, 65, and 26.

joel-broersmaJoel Broersma, CFP
President, HBW Securities LLC
Joel has been in the Financial Services business since April of 1996. After about 8 years with a large international financial services company he decided to go independent and join HBW Partners which allowed him to expand his business and offer more competitive products. He attended The College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ Professional, became a Partner with HBW, as well as an Enrolled Agent with the IRS and is the President of HBW Securities LLC. 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. His goal is to build strong relationships with HBW Securities LLC producers and give them the best options and service available in financial services today. Joel is very passionate about his work and the effect it has on the producers lives and future.

joe-bonannoJoe Bonanno
Chief Operations Officer

Joe serves as HBW's chief technology architect. Joe 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. A graduate of UCLA, Joe holds series 28 and 65 securities licenses.


SarahSarah Linder
Chief Compliance Officer

Sarah joined HBW Insurance & Financial Services, Inc. in 2004 and transitioned into the Commissions Manager/ Operations Supervisor for HBW Securities LLC in 2006. She began working directly with the Chief Compliance Officer as the Compliance Director/Commissions Manager and in July 2009 accepted the position of Chief Compliance Officer. Sarah is Life, Health & Variable licensed and holds the Series 6, 63, 26, 7 & 51 registrations.


JenniferJennifer Clark
Compliance Officer, HBW Securities LLC

Jennifer has over 15 years of compliance experience focusing on a variety of products. She worked in the corporate life insurance compliance department for Prudential Insurance, in the compliance department for a full service broker/dealer and has been with HBW Securities LLC compliance since 2010. She has held positions such as Compliance Specialist, Compliance Manager, Trade Principal and Compliance Officer. She currently holds her Series 7, 24, 51 and 66 licenses.


AnnetteAnnette Golden
Trade Principal

Before joining HBW Securities LLC, Annette was Director of Compliance, Operations and Client Services for Marathon Financial Group, Inc., a FINRA member broker-dealer in Chicago that specializes in alternative investment transactions for family offices and select high net worth individuals. Annette has been in the Financial Services Industry for over 10 years and has direct and relevant experience with FINRA examinations, broker/dealer operations & start-ups, business and staff management. Before financial services, Annette held the position of Practice Manager at Chicago Consulting Physicians from 1994 to 2003, a high volume, multi-specialty medical practice serving the indigent population in Chicago. Her accomplishments there include effectuating the startup of an immediate care facility from concept to opening day; recruiting, training and managing all support employees for up to 60 physicians; establishing an internship program; and handling both vendor negotiations and regulatory issues. Annette has successfully completed audits by FINRA, the National Futures Association (NFA), the State of Illinois Securities Division and numerous regulators in the medical field. Conversational in Spanish, trained in Tai Kwon Do (Black Belt) and Navy Seals Fitness Training, Annette volunteered in hospice care in Chicago and hopes to resume this activity here in California soon. Annette attended the University of Illinois Chicago and DePaul University College of Commerce, and is a FINRA Registered Representative with Series 7, 63, 54, 79, 99, 24, registrations.
LisaLisa Mann
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. Joining what was then HBW Insurance & Financial Services, Inc. (a single entity) in January 2001, Lisa has grown into the Executive position of 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 & 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 the home office personnel. She is very strong willed and passionate about her work and fully understands that her position is extremely important to the agents in the field and the HBW home staff and takes great pride in her strong personal relationships with all parties. Lisa has been married to David L. Mann since 1998 and they have 5 children and 4 grandchildren.

louise-cowenLouise Cowen
In-House Legal Counsel

Louise has been an attorney since 1975 and ran her own office for 25 years handling both general civil and criminal litigation. During those years she regularly sat as a Judge Pro Tempore in the Los Angeles Superior Court, Central District, Northwest District, and Southeast District handling cases involving small claims, small claims appeals, traffic arraignments, traffic trials, and other civil trials.
Louise received her Bachelor of Arts in 1972 at the University of California at Los Angeles and received her Juris Doctor degree in 1975 at the University of San Fernando Valley College of Law. Louise has been employed as In-House Counsel for HBW Insurance & Financial Services, Inc. and HBW Securities LLC, a broker dealer, on a part-time basis since June, 2004 and full-time since January, 2005. Louise is currently Series 6, 63, and 26 licensed.

ShannonShannon Kent
Securities Licensing Manager, HR Personnel Manager

Shannon started working with HBW in 2000 as the assistant to the President 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 representatives and strives to make their transition into our firm as smooth as possible. In addition to licensing, she also manages the Human Resources for the firms’ employees.


DebbieDebbie Wolfe
Commissions Specialist

Before joining HBW, Debbie worked for a large insurance company in various positions in the automobile insurance area for 27 years. She received her Bachelor of Science in Business Management in 2004 from California Lutheran University. She was given the opportunity to join HBW Securities LLC in 2006 and started in the position of Securities Associate, preparing trades for approval and entering client information into the system. In 2008, she moved to her current positon of Commission Specialist where she processes the downloads from the fund companies and enters all the commission checks that are received.