Broker Check

Our Team

Meet Our Team

Rick I. Harbus

Investment Advisory Representative, Chartered Federal Employee Benefit Consultant (ChFEBC) & Partner

(805) 901-7468

rick.harbus@hbwadvisory.com

At an early age I learned something valuable about myself. I was at my happiest when I was being of service to others. Back then, it was mowing the neighbor’s lawns, washing their cars, helping my dad around the house or simply...

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Kyra Harbus-King

Investment Advisor Representative | CA Insurance License # 0L09337

(805) 258-9973

kyra.king@hbwadvisory.com

Kyra graduated with Honors and Magna Cum Laude from Lesley University in Cambridge, MA where she attained a bachelor’s  degree in Business Management. She has been in the Financial Industry for 8 years, with the last 4 years...

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Rita O'Connor

Administrative Assistant

(805) 279-1285

rita.oconnor@hbwadvisory.com

Rita joined HBW Advisory Services in 2017 as the administrative assistant to Rick Harbus. She provides customer services and support and is a liaison with the HBW administrative team in processing client transactions.  Rita...

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Barney Hellenbrand

CEO

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 (CA Insurance License #0775635). He also holds...
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Joe Bonanno

Chief Operations Officer & President

Joe is a long-time veteran of HBW and serves as President of HBW Advisory Services LLC.Joe and the HBW staff have built multiple platforms to support the needs of the various business models and investment strategies advisors may...
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Todd Penrod

Chief Compliance Officer

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Shannon Kent

New Account Liaison & HR Personnel Manager

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Lisa Betances

Sr. Vice President, Administration & Controller

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Sarah Linder

Registered Principal

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