HBKS Wealth Advisors
Industry: Company
DescriptionFounded: 2001 Parent organization: HBKS Wealth Advisors LLC Subsidiary: Presque Isle Capital Management Inc.
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HBKS Wealth Advisors Employees
Employee
Years
Job
Industry
Christopher Zehner, CFP® Christopher Zehner, CFP®'s HBKS Wealth Advisors Experience January 2001 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors January 2001 - Present
Skills
Insurance, Financial Services, Retirement Planning, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Investments, Wealth, Investment Management, Portfolio Management, Leadership, Retirement, Accounting, Financial Planning, Finance
Education
Slippery Rock University of Pennsylvania 1994 — 1998
Business Administration, Marketing
HBKS Wealth Advisors January 2001 - Present
Skills
Insurance, Financial Services, Retirement Planning, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Investments, Wealth, Investment Management, Portfolio Management, Leadership, Retirement, Accounting, Financial Planning, Finance
Education
Slippery Rock University of Pennsylvania 1994 — 1998
Business Administration, Marketing
Ryan Furtwangler Ryan Furtwangler's HBKS Wealth Advisors Experience September 2014 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors 2005 - September 2014
Edward Jones August 2003 - April 2005
Parker/Hunter April 2002 - April 2003
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Financial Planning, Investments, Philanthropy, Planned Giving, Family Office, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi-generational..., Personal Income Tax..., Income Tax, Estate & Gift Taxation, Charitable Giving
Education
College for Financial Planning 2009 — 2012
CERTIFIED FINANCIAL PLANNER TM, Financial Planning and Services
University of Pittsburgh 2000 — 2003
Bachelor's Degree, Finance major, Economics minor, Cum Laude
Embry-Riddle Aeronautical University-Worldwide 1999 — 2000
Bachelor's Degree, Aerospace Engineering major, Finance minor
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors 2005 - September 2014
Edward Jones August 2003 - April 2005
Parker/Hunter April 2002 - April 2003
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Financial Planning, Investments, Philanthropy, Planned Giving, Family Office, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi-generational..., Personal Income Tax..., Income Tax, Estate & Gift Taxation, Charitable Giving
Education
College for Financial Planning 2009 — 2012
CERTIFIED FINANCIAL PLANNER TM, Financial Planning and Services
University of Pittsburgh 2000 — 2003
Bachelor's Degree, Finance major, Economics minor, Cum Laude
Embry-Riddle Aeronautical University-Worldwide 1999 — 2000
Bachelor's Degree, Aerospace Engineering major, Finance minor
Christine A. Kujan Christine A. Kujan's HBKS Wealth Advisors Experience January 2006 - Present
Job Advisor Associate at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors January 2006 - Present
Presque Isle Capital Management, Inc. July 1997 - January 2006
Evans Capital Management 1991 - 1997
Skills
Microsoft Word, Estate Planning, Strategic Financial..., Investments, Microsoft Office, Insurance, Retirement Planning, Wealth Management, Financial Advisory, Wealth, Finance
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science, Human Resources
HBKS Wealth Advisors January 2006 - Present
Presque Isle Capital Management, Inc. July 1997 - January 2006
Evans Capital Management 1991 - 1997
Skills
Microsoft Word, Estate Planning, Strategic Financial..., Investments, Microsoft Office, Insurance, Retirement Planning, Wealth Management, Financial Advisory, Wealth, Finance
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science, Human Resources
Brittany Taylor, CFP® Brittany Taylor, CFP®'s HBKS Wealth Advisors Experience 2001 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors 2001 - Present
Skills
Series 7, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Research, Retirement Planning, Budgets, Insurance, Risk Management, Financial Planners, Finance, Financial Advisory, Wealth Management, Financial Analysis, Public Speaking, Investment Management, Financial Services, Analysis, Asset Management, Accounting, Microsoft Word, Retirement, College Education...
Education
Mercyhurst University 1998 — 2002
BA, Finance and Management
HBKS Wealth Advisors 2001 - Present
Skills
Series 7, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Research, Retirement Planning, Budgets, Insurance, Risk Management, Financial Planners, Finance, Financial Advisory, Wealth Management, Financial Analysis, Public Speaking, Investment Management, Financial Services, Analysis, Asset Management, Accounting, Microsoft Word, Retirement, College Education...
Education
Mercyhurst University 1998 — 2002
BA, Finance and Management
Christopher Allegretti Christopher Allegretti's HBKS Wealth Advisors Experience May 2015 - Present
Job Student at Penn State University
Industry Financial Services
Experience
HBKS Wealth Advisors May 2015 - Present
Arc of Crawford County June 2014 - August 2014
Skills
Finance, Athletics, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Customer Service, Social Media, PowerPoint, Teamwork, Microsoft Word, Management, Strategic Planning, Financial Analysis
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
HBKS Wealth Advisors May 2015 - Present
Arc of Crawford County June 2014 - August 2014
Skills
Finance, Athletics, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Customer Service, Social Media, PowerPoint, Teamwork, Microsoft Word, Management, Strategic Planning, Financial Analysis
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Chad D. Tillery, CFP®, AIF® Chad D. Tillery, CFP®, AIF®'s HBKS Wealth Advisors Experience July 2011 - September 2014
Job Retirement Plan Consultant at Lee Memorial Health System
Industry Financial Services
Experience
Lee Memorial Health System September 2014 - Present
HBKS Wealth Advisors July 2011 - September 2014
Naples Capital Advisors August 2010 - May 2011
BKD Wealth Advisors February 2004 - August 2009
Skills
Qualified Retirement..., Fiduciary Services, Financial Planning, Retirement
Education
Kansas State University 1999 — 2003
Bachelor of Science, Personal Financial Planning
Lee Memorial Health System September 2014 - Present
HBKS Wealth Advisors July 2011 - September 2014
Naples Capital Advisors August 2010 - May 2011
BKD Wealth Advisors February 2004 - August 2009
Skills
Qualified Retirement..., Fiduciary Services, Financial Planning, Retirement
Education
Kansas State University 1999 — 2003
Bachelor of Science, Personal Financial Planning
Donna Kline, MBA, CDFA™'s HBKS Wealth Advisors Experience September 2015 - Present
Job Financial Advisor at HBKS® Wealth Advisors
Industry Financial Services
Experience
HBKS® Wealth Advisors September 2015 - Present
Wells Fargo Advisors, LLC December 2013 - September 2015
DLK Industries April 2010 - November 2013
DLK Industries March 2009 - November 2013
DLK Industries January 2003 - November 2013
Bloomberg News November 1999 - January 2003
Fox Investments November 1995 - October 1999
First American Discount Corporation November 1992 - November 1996
Skills
Trading, Commodity, Options, Financial Markets, Economics, Investments, Public Speaking, Technical Analysis, Entrepreneurship, Television, Electronic Trading, Fixed Income, Trading Strategies, Equities, Mutual Funds, Alternative Investments, Derivatives, Financial Services, Bonds, Capital Markets, Sales, Technical Seminars, Technical Writing, Energy, Customer Service, Marketing, Investment Strategies, Media Relations, Customer Relations, Self-starter
Education
Santa Clara University - Leavey School of Business 1990 — 1992
MBA, Agricultural Business
University of California, Davis 1985 — 1990
B.S., Genetics
HBKS® Wealth Advisors September 2015 - Present
Wells Fargo Advisors, LLC December 2013 - September 2015
DLK Industries April 2010 - November 2013
DLK Industries March 2009 - November 2013
DLK Industries January 2003 - November 2013
Bloomberg News November 1999 - January 2003
Fox Investments November 1995 - October 1999
First American Discount Corporation November 1992 - November 1996
Skills
Trading, Commodity, Options, Financial Markets, Economics, Investments, Public Speaking, Technical Analysis, Entrepreneurship, Television, Electronic Trading, Fixed Income, Trading Strategies, Equities, Mutual Funds, Alternative Investments, Derivatives, Financial Services, Bonds, Capital Markets, Sales, Technical Seminars, Technical Writing, Energy, Customer Service, Marketing, Investment Strategies, Media Relations, Customer Relations, Self-starter
Education
Santa Clara University - Leavey School of Business 1990 — 1992
MBA, Agricultural Business
University of California, Davis 1985 — 1990
B.S., Genetics
David Darwish, CFP® David Darwish, CFP®'s HBKS Wealth Advisors Experience February 2005 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors February 2005 - Present
Morgan Stanley October 2000 - February 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Wealth, Strategic Financial..., Portfolio Management, Financial Planners, Wealth Management..., Equities, Asset Management, Investment Management, Bonds, Investment Advisory, Insurance, Mutual Funds, Asset Allocation, IRAs, Securities, Alternative Investments, Financial Services, 401k, High Net Worth..., 401k Rollovers, FINRA, Fixed Income, Roth IRA, Financial Planning
Education
University of Alabama at Birmingham 1992 — 1995
Bachelor of Science (B.S.), Finance
HBKS Wealth Advisors February 2005 - Present
Morgan Stanley October 2000 - February 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Wealth, Strategic Financial..., Portfolio Management, Financial Planners, Wealth Management..., Equities, Asset Management, Investment Management, Bonds, Investment Advisory, Insurance, Mutual Funds, Asset Allocation, IRAs, Securities, Alternative Investments, Financial Services, 401k, High Net Worth..., 401k Rollovers, FINRA, Fixed Income, Roth IRA, Financial Planning
Education
University of Alabama at Birmingham 1992 — 1995
Bachelor of Science (B.S.), Finance
Rita Stikelether's HBKS Wealth Advisors Experience 2009 - Present
Job Principal at Hill, Barth & King, LLC
Industry Accounting
Experience
HBKS Wealth Advisors 2009 - Present
Hill, Barth & King LLC 2009 - Present
Stikelether & Associates, P.A. July 2007 - January 2009
Skills
Retirement Planning, Estate Planning
Education
The University of Georgia 1977 — 1979
HBKS Wealth Advisors 2009 - Present
Hill, Barth & King LLC 2009 - Present
Stikelether & Associates, P.A. July 2007 - January 2009
Skills
Retirement Planning, Estate Planning
Education
The University of Georgia 1977 — 1979
Brian Sommers, CFA Brian Sommers, CFA's HBKS Wealth Advisors Experience June 2014 - Present
Job Director of Asset Management at HBKS Wealth Advisors
Industry Investment Management
Experience
HBKS Wealth Advisors June 2014 - Present
Boulder Crest Retreat for Wounded Warriors June 2013 - May 2015
Fusion Investment Group, LLC July 2012 - July 2014
McKinley Carter Investment Management November 2007 - July 2012
MDL Capital Management June 2001 - October 2007
Skills
Asset Management, Investments, Equities, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 63, Series 7, Fixed Income, Equity Research, ETFs, Retirement Planning, Bonds, Strategic Financial..., Wealth Management..., Separately Managed..., Private Equity, Bloomberg, Fund Of Funds, Securities, Financial Advisory, Options
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA, Finance, General
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Arts (B.A.), Economics
HBKS Wealth Advisors June 2014 - Present
Boulder Crest Retreat for Wounded Warriors June 2013 - May 2015
Fusion Investment Group, LLC July 2012 - July 2014
McKinley Carter Investment Management November 2007 - July 2012
MDL Capital Management June 2001 - October 2007
Skills
Asset Management, Investments, Equities, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 63, Series 7, Fixed Income, Equity Research, ETFs, Retirement Planning, Bonds, Strategic Financial..., Wealth Management..., Separately Managed..., Private Equity, Bloomberg, Fund Of Funds, Securities, Financial Advisory, Options
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA, Finance, General
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Arts (B.A.), Economics
Carissa Giordano's HBKS Wealth Advisors Experience February 2015 - Present
Job Administrative Assistant at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
R. Dean Piccirillo, CFP®, CRPS®, AIFA® R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s HBKS Wealth Advisors Experience 1995 - Present
Job Principal/Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors 1995 - Present
Education
Slippery Rock University of Pennsylvania 1985 — 1989
BS, Business Administration, Emphasis Finance and Economics
HBKS Wealth Advisors 1995 - Present
Education
Slippery Rock University of Pennsylvania 1985 — 1989
BS, Business Administration, Emphasis Finance and Economics
Kevin Pascale Kevin Pascale's HBKS Wealth Advisors Experience July 2015 - Present
Job Investment Analyst Intern at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors July 2015 - Present
The Intrieri Family Student Managed Fund May 2015 - Present
The Intrieri Family Student Managed Fund January 2015 - Present
Skills
Microsoft Excel, Bloomberg, Data Analysis, PowerPoint, Microsoft Word, Leadership, Public Speaking, Customer Service
Education
Penn State University 2014 — 2015
Bachelor of Science (B.S.), Finance
University of Dayton 2009 — 2013
Bachelor of Science (BS), Psychology
HBKS Wealth Advisors July 2015 - Present
The Intrieri Family Student Managed Fund May 2015 - Present
The Intrieri Family Student Managed Fund January 2015 - Present
Skills
Microsoft Excel, Bloomberg, Data Analysis, PowerPoint, Microsoft Word, Leadership, Public Speaking, Customer Service
Education
Penn State University 2014 — 2015
Bachelor of Science (B.S.), Finance
University of Dayton 2009 — 2013
Bachelor of Science (BS), Psychology
Jessica Walters, CRPS®, AIF® Jessica Walters, CRPS®, AIF®'s HBKS Wealth Advisors Experience December 2006 - Present
Job Retirement Plan Supervisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors December 2006 - Present
Skills
Retirement Planning
Education
Tri-State Business Institute 2004 — 2005
A.S.B, Business Administration
Edinboro University of Pennsylvania 2001 — 2003
HBKS Wealth Advisors December 2006 - Present
Skills
Retirement Planning
Education
Tri-State Business Institute 2004 — 2005
A.S.B, Business Administration
Edinboro University of Pennsylvania 2001 — 2003
Gregory Sorce, CFP®,MSFS Gregory Sorce, CFP®,MSFS's HBKS Wealth Advisors Experience 1982 - Present
Job Founding Partner HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors 1982 - Present
Sorce Financial 1995 - 2001
Skills
Strategic Financial..., Insurance, Estate Planning, Asset Managment, Valuation, Business Development, Investment Management, Wealth, Financial Advisory, Asset Management, Management, Analysis, Investments, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Planning, Accounting, Small Business, Business Strategy, Portfolio Management, Investment Banking, High Net Worth..., Retirement Planning, Retirement, Financial Services, Series 7, Investment Advisory, Investment Strategies, Asset Allocation, Private Equity, Trust Services, Tax, Venture Capital, Mutual Funds, Mergers & Acquisitions, Securities, Financial Planning
Education
Boston University 1974 — 1977
BS
College for Financial Planning
CFP®
The American College 2003 — 2007
MSFS, Masters in Financial Servces
HBKS Wealth Advisors 1982 - Present
Sorce Financial 1995 - 2001
Skills
Strategic Financial..., Insurance, Estate Planning, Asset Managment, Valuation, Business Development, Investment Management, Wealth, Financial Advisory, Asset Management, Management, Analysis, Investments, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Planning, Accounting, Small Business, Business Strategy, Portfolio Management, Investment Banking, High Net Worth..., Retirement Planning, Retirement, Financial Services, Series 7, Investment Advisory, Investment Strategies, Asset Allocation, Private Equity, Trust Services, Tax, Venture Capital, Mutual Funds, Mergers & Acquisitions, Securities, Financial Planning
Education
Boston University 1974 — 1977
BS
College for Financial Planning
CFP®
The American College 2003 — 2007
MSFS, Masters in Financial Servces
Quinto F. Ambrosetti, CFP®'s HBKS Wealth Advisors Experience September 2014 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors July 2007 - September 2014
National City Bank 2006 - 2007
AmTrust Bank 2003 - 2006
National City Bank 2002 - 2003
National City Bank 2001 - 2002
Skills
Investments, Asset Allocation, Public Speaking, Wealth Management, Investment Management, Insurance, Budgets, Estate Planning, Strategic Financial..., Financial Advisory, Social Media, Analysis, Retirement Planning, Microsoft Word, Finance, Wealth, Accounting, Financial Planning, Loans, Portfolio Management, Series 7
Education
John Carroll University 1998 — 2002
B.S.B.A., Marketing
College for Financial Planning 2009 — 2010
CFP®
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors July 2007 - September 2014
National City Bank 2006 - 2007
AmTrust Bank 2003 - 2006
National City Bank 2002 - 2003
National City Bank 2001 - 2002
Skills
Investments, Asset Allocation, Public Speaking, Wealth Management, Investment Management, Insurance, Budgets, Estate Planning, Strategic Financial..., Financial Advisory, Social Media, Analysis, Retirement Planning, Microsoft Word, Finance, Wealth, Accounting, Financial Planning, Loans, Portfolio Management, Series 7
Education
John Carroll University 1998 — 2002
B.S.B.A., Marketing
College for Financial Planning 2009 — 2010
CFP®
Joseph E. Kloecker, MBA, CPA Joseph E. Kloecker, MBA, CPA's HBKS Wealth Advisors Experience April 1996 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors April 1996 - Present
PNC Bank March 1976 - March 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Estate Planning, Insurance, Analysis, Portfolio Management, Investments, Accounting, Budgets, Mergers & Acquisitions, Finance, Series 7, Tax, Retirement, Investment Management, Asset Management, Financial Analysis, Mutual Funds, Financial Planning
Education
Gannon University 1970 — 1974
Bachelor of Science (B.S.), Accounting
Cathedral Prep
HBKS Wealth Advisors April 1996 - Present
PNC Bank March 1976 - March 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Estate Planning, Insurance, Analysis, Portfolio Management, Investments, Accounting, Budgets, Mergers & Acquisitions, Finance, Series 7, Tax, Retirement, Investment Management, Asset Management, Financial Analysis, Mutual Funds, Financial Planning
Education
Gannon University 1970 — 1974
Bachelor of Science (B.S.), Accounting
Cathedral Prep
Christopher Sorce's HBKS Wealth Advisors Experience April 1976 - Present
Job Senior Financial Advisor/Principal at HBK Sorce Financial, LLC
Industry Investment Management
Experience
HBKS Wealth Advisors April 1976 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Strategic Planning, Mergers, Fundraising, Public Speaking, Accounting, Real Estate, Investments, Budgets, Retirement, Insurance, High Net Worth..., Portfolio Management, Asset Management, Mergers & Acquisitions, Project Management, Entrepreneurship
Education
College for Financial Planning 1981 — 1983
CFP, Financial Planning and Services, Certificate
Boston University 1972 — 1974
Liberal Arts, American/United States Studies/Civilization
Alliance Francaise 1972 — 1972
French Language and Literature, Sophmore Year Abroad
Baldwin Wallace College 1970 — 1972
Strong Vincent 1968 — 1970
High School Diploma
HBKS Wealth Advisors April 1976 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Strategic Planning, Mergers, Fundraising, Public Speaking, Accounting, Real Estate, Investments, Budgets, Retirement, Insurance, High Net Worth..., Portfolio Management, Asset Management, Mergers & Acquisitions, Project Management, Entrepreneurship
Education
College for Financial Planning 1981 — 1983
CFP, Financial Planning and Services, Certificate
Boston University 1972 — 1974
Liberal Arts, American/United States Studies/Civilization
Alliance Francaise 1972 — 1972
French Language and Literature, Sophmore Year Abroad
Baldwin Wallace College 1970 — 1972
Strong Vincent 1968 — 1970
High School Diploma
Brett Henninger, CFP®, CPA/PFS's HBKS Wealth Advisors Experience January 2013 - Present
Job Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors January 2013 - Present
HBKS Wealth Advisors April 2012 - January 2013
Stiles Corporation December 2010 - October 2011
Stiles Corporation August 2007 - March 2011
Ernst & Young January 2006 - August 2007
Skills
Portfolio Management, Investments, Finance, Valuation, Property Management, Accounting, Analysis, Strategy, Due Diligence, Auditing, Management, Business Strategy, Commercial Real Estate, Strategic Financial..., Asset Management
Education
Nova Southeastern University 2005 — 2006
Master, Business Administration
Furman University 2000 — 2004
BA, Accounting
HBKS Wealth Advisors January 2013 - Present
HBKS Wealth Advisors April 2012 - January 2013
Stiles Corporation December 2010 - October 2011
Stiles Corporation August 2007 - March 2011
Ernst & Young January 2006 - August 2007
Skills
Portfolio Management, Investments, Finance, Valuation, Property Management, Accounting, Analysis, Strategy, Due Diligence, Auditing, Management, Business Strategy, Commercial Real Estate, Strategic Financial..., Asset Management
Education
Nova Southeastern University 2005 — 2006
Master, Business Administration
Furman University 2000 — 2004
BA, Accounting
Steven Rinn, CFP®'s HBKS Wealth Advisors Experience September 2005 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors September 2005 - Present
HBKS Wealth Advisors September 2005 - October 2014
New York Life Insurance Co. January 2003 - September 2005
Skills
Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Microsoft Office, Analysis, Budgets, Microsoft Word, Retirement, Accounting, Research, Insurance, Mergers & Acquisitions, Public Speaking, Financial Services, Financial Analysis, Tax, Financial Advisory, Series 7, Investment Management, Financial Planning
Education
Edinboro University of Pennsylvania 1999 — 2002
Bachelor of Science, Finance
Mercyhurst Preparatory School 1994 — 1998
HBKS Wealth Advisors September 2005 - Present
HBKS Wealth Advisors September 2005 - October 2014
New York Life Insurance Co. January 2003 - September 2005
Skills
Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Microsoft Office, Analysis, Budgets, Microsoft Word, Retirement, Accounting, Research, Insurance, Mergers & Acquisitions, Public Speaking, Financial Services, Financial Analysis, Tax, Financial Advisory, Series 7, Investment Management, Financial Planning
Education
Edinboro University of Pennsylvania 1999 — 2002
Bachelor of Science, Finance
Mercyhurst Preparatory School 1994 — 1998
Brian Mallette, CFP®'s HBKS Wealth Advisors Experience June 2008 - Present
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors June 2008 - Present
Countrywide April 2003 - May 2008
Skills
Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Finance, Wealth, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Mortgage Lending, Credit, Loans, Banking, Estate Planning, Financial Planning, Retirement, Asset Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Economics, Economics
HBKS Wealth Advisors June 2008 - Present
Countrywide April 2003 - May 2008
Skills
Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Finance, Wealth, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Mortgage Lending, Credit, Loans, Banking, Estate Planning, Financial Planning, Retirement, Asset Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Economics, Economics
Jason Rundorff, CFP®'s HBKS Wealth Advisors Experience January 2007 - Present
Job Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors January 2007 - Present
AmSouth Bank June 2005 - January 2007
Gulf Coast HS 2000 - 2004
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Real Estate, Retirement Planning, Retirement, Finance, Financial Services, Financial Advisory
Education
The College of Wooster 1992 — 1996
BA, English
HBKS Wealth Advisors January 2007 - Present
AmSouth Bank June 2005 - January 2007
Gulf Coast HS 2000 - 2004
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Real Estate, Retirement Planning, Retirement, Finance, Financial Services, Financial Advisory
Education
The College of Wooster 1992 — 1996
BA, English
Melissa Conti Cox's HBKS Wealth Advisors Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
HBKS Wealth Advisors August 2015 - Present
PNC April 2015 - August 2015
Merrill Lynch March 2008 - April 2015
Skills
Customer Service, Finance, Sales, Marketing
Education
Penn State University 2002 — 2005
B.S., Finance
HBKS Wealth Advisors August 2015 - Present
PNC April 2015 - August 2015
Merrill Lynch March 2008 - April 2015
Skills
Customer Service, Finance, Sales, Marketing
Education
Penn State University 2002 — 2005
B.S., Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY