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Our Team

Three Northeast Ohio Locations To Serve You

At HB Wealth Advisors, LLC, our focus is to understand your goals and help you take advantage of the unprecedented opportunities in today's investment climate.


We accomplish this by providing tools, strategies and hands-on experience to help you obtain your financial goals.  We will meet with you to present an analysis and discuss our recommendations.


Together, we will implement the recommendations and monitor your progress.  



Kim Hersman, ChFC®

Senior Partner

Mentor, Ohio Office

Randall L. Bliss, CFP®

Senior Partner

Concord, Ohio Office

Harvey Kotler, CLU®

Life Insurance Specialist

Pepper Pike, Ohio Office



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