I have benefitted so greatly from my relationship with Tana. Her steady and effective financial guidance helped me through my divorce. We had a unique goal of being amicable and not splitting assets due to our later age of divorce (64!) and desire to protect our assets. Tana led us well through this soon and through ongoing financial decisions like buying homes and navigating my business growth.

Diana M.

Apr 26, 2025

Amazing! Extremely helpful, friendly, and confidemt.

Stephen S.

Apr 26, 2025

She is very trustworthy Easy to contact Explains things well Very personable

Mary W.

Apr 26, 2025

Tana is always willing to help and probably answers my inquiries. If she is unavailable at a particular time, she always has one of her assistants handle my situations. I highly recommend her to anyone needing financial assistance.

Marcia Z.

Apr 25, 2025

Takes very good care of my portfolio.

Cheryl L.

Apr 25, 2025

We have discussed in the past my interests and risks to be taken, and she has done a fine job representing me. She has not bothered my wife or I about investments and over the past couple of years, our Family Trust account as continued to grow. I have failed to set up conference calls when she has inquired. For my wife and I, she is doing a good job.

Ron W.

Apr 25, 2025

Tana is like a member of our family. We trust her completely! After my father passed away several years ago, my sister and I were completely lost financially. Tana has expertly guided us through every situation imaginable; she’s held our hands through it all with patience, kindness, and grace. We will forever be grateful to her!

Lucy D.

Apr 25, 2025

She is kind listens and always responds promptly when I call her office

Doris S.

Apr 25, 2025

For a family with a child on the autism spectrum, Tana’s years of advice and guidance about all areas of our financial life has been invaluable. It has allowed us to focus our energy on what is most important to us a family, without the stress of potentially making uninformed decisions that could derail our financial wellbeing and our child’s long term support.

Anonymous

Apr 25, 2025

Warm, wise, friendly, funny, and super smart, Tana far exceeds expectations as she has helped secure our family for years. Thank you Tana.

Gareth F.

Apr 25, 2025

Tana is great to work with

Susanne B.

Apr 25, 2025

Tana isn't just a financial advisor, she's a true partner in my financial well-being. Her deep knowledge and insightful questions have been invaluable in understanding my needs and aspirations. What truly sets her apart is her generous dedication of time and her ability to blend ambitious dreams for the future with practical, grounded advice. Our conversations are both inspiring and realistic, giving me confidence and clarity.

Lorraine O.

Apr 25, 2025

Professional. Knowledgeable. Responsive. Top rated. Definitely very much appreciated by my wife and I. Her supporting staff is also of the same qualities. Trust is an important element of our relationship with Tana and overall HB.

Claude S.

Apr 25, 2025

Tana is the best. We love working with her.

Mark M.

Apr 25, 2025

Tana is excellent! She’s open, direct, and supportive of my financial goals.

Patrick D.

Apr 25, 2025

Tana has worked with me for a number of years now and has become not only a trusted advisor but also a dear friend. She responds quickly to any needs. I may have our questions that I need answers to. Always pleasant, courteous, and caring. A very professional advisor and extremely trustworthy.

Sarah E.