Principal, Senior Financial Advisor
Rich Morrow is a partner in HBK CPAs & Consultants, and a principal and senior financial advisor with HBKS® Wealth Advisors. As both a CPA and Certified Financial Planner ™, he offers his clients tax-wise financial planning and investing strategies. Rich began his financial services career in Cleveland in 1991 as a CPA with Price Waterhouse. Initially in the Auditing...
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Principal, Senior Financial Advisor
Tom Taranto has been with HBKS® since 2011. He has extensive experience working with high net-worth families on comprehensive financial planning, estate planning, insurance planning and asset management services. While having worked with a wide array of clients, including institutional investors, major donors, small businesses and non-profit organizations, he specializes in retirement feasibility and sustainability for clients nearing or currently...
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Senior Financial Advisor
Anthony Scrocco is a senior financial advisor in the Youngstown, Ohio office of HBKS® Wealth Advisors (HBKS®). Anthony is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined HBKS® in September of 2013. Anthony began his professional career as a CPA with Hill, Barth & King LLC (HBK) in December 2004, working first in the...
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Advisor Associate
Ms. Roberts is an advisor associate in the HBKS® Wealth Advisors office in Youngstown, Ohio. She has been with the firm since 2002. Robin’s primary focus is on client service issues. Robin earned her Bachelor of Science degree in Financial Economics from Westminster College. In addition, she holds her Ohio life, health and variable annuity insurance licenses.
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Advisor Associate
Jessica began her professional career as an Assurance Associate at Ernst & Young. From there, she worked in industry at a start-up tech firm as a Financial Analyst before transitioning back into the accounting field at HBK CPAs & Consultants. Jessica’s experience with large corporate clients at one of the largest accounting firms, coupled with the more granular experience of...
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