Kelly Nowottnick

Kelly joined HB Wealth in January 2025 after working with WMS Partners. She is a Senior Wealth Advisor with HB Wealth Family Office whose focus centers on helping clients identify and pursue the impact they wish to create in their families, their communities, and the world. Kelly works with individuals and families who are navigating the complexities of sudden wealth–whether that wealth is derived from the sale of a business, an inheritance, a divorce, or some other life event. Kelly has over 15 years of experience coaching individuals and families through the intricacies of business succession planning, estate planning, the creation of charities, generational gifting, trust creation and administration, financial literacy, financial stewardship, philanthropy, and impact investing.