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Naples, Florida – Sorce Team/Suite 201

Principal, Senior Financial Advisor
A founding principal of HBKS® Wealth Advisors, Christopher Sorce serves clients throughout the U.S. from his offices in Erie and Naples, Florida. As a senior financial advisor and principal of the firm, he directs a team of ten professionals, including five certified financial planners. Chris began his career as a financial advisor in 1976, joining the firm in his hometown...
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Principal, Senior Financial Advisor
David Darwish is a principal and senior financial advisor in the HBKS® Naples and Fort Myers, Florida, offices. He has extensive experience in the areas of financial planning, retirement planning and asset allocation analysis. Along with his client responsibilities, he works on a team with Christopher Sorce, Jason Rundorff and Amanda Mahland in the Naples offices. Dave began his financial...
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Senior Financial Advisor
Jason Rundorff serves as a senior financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He provides clients with comprehensive financial planning services and investment management strategies. Along with having his own financial advisory clients, Mr. Rundorff works with Christopher Sorce and David Darwish in the Naples office. After working as an English teacher, Jason began his...
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Senior Financial Advisor
Mark Matos serves as a senior financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He provides clients with comprehensive financial planning services and investment management strategies to affluent individuals and families. Along with having his own financial advisory clients, Mark works with Christopher Sorce in the Naples office. Mark began his financial services career in 2006...
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Advisor Associate
Amanda began her financial services career in 1999. She joined the Naples office of HBKS® as an advisor associate in 2008. Amanda attended Pasco Hernando Community College and Edison Community College.
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Administrative Assistant