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HBKS Operations

Principal, Chief Operating Officer
HBKS® Chief Operating Officer Scott Cross is responsible for the day-to-day operations of the firm, including company financials, firm policies and procedures, new technology implementation and evaluation of acquisition candidates, as well as various human resources and compliance activities. He oversees the firm’s investment advisory representatives and his work extends to ensuring the firm and its representatives meet regulatory compliance...
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Operations and Project Manager
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Operations Specialist
Matt Dundulis is an operations specialist in our Erie, PA office. In this position he handles back office operations including managing our CRM system, data analysis on the performance reporting side, and creating proposals for client service teams. Matt started his career at HBKS® as an intern in our Erie office. He graduated Summa Cum Laude with a Bachelor of Science,...
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Director, Client and Advisor Experience
As director of Client and Advisor Experience, Megan is focused on strategic initiatives that ensure HBKS® advisors have the resources they need to deliver on the firm’s commitment to helping clients achieve their financial goals. She assists in many areas, including hiring, training, human resources and marketing. Prior to joining HBKS®, Megan spent 12 years at Vanguard in a variety...
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