Principal, Senior Financial Advisor
As principal of HBKS®, Greg Sorce collaborates with the firm’s partners and senior financial advisors to plan the firm’s strategic direction. As a senior financial advisor, he leads a team of HBKS® licensed advisors and administrators working directly with clients in Pennsylvania and across the country to plot their financial course and help them achieve their financial objectives. Greg began...
Read more
Principal, Senior Financial Advisor
As a Principal and Senior Financial Advisor with HBKS® Wealth Advisors, Brittany Taylor guides her clients in achieving their overall financial goals, by establishing and overseeing a plan of action that is specific to their unique economic and life situation. She does this through a holistic approach helping them to preserve and grow wealth and developing investment and wealth protection...
Read more
Senior Financial Advisor
Christopher Zehner is a senior financial advisor in the Erie, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). He specializes in comprehensive financial planning and investment advisory services. Chris’s keen attention to detail has allowed him to help high-net-worth families achieve their financial and estate planning goals. Chris began his financial services career in 2000 and became a part of HBKS®...
Read more
Senior Financial Advisor
Drew Deimel joined HBKS® Wealth Advisors in 2013. He works as a senior financial advisor with HBKS® clients from the firm’s offices in Erie, Pennsylvania, providing comprehensive financial planning, investment proposals, retirement planning, and insurance management. Drew works with a wide range of individuals and businesses, specializing in medical practices and individual physicians, from graduating residency to owning their own...
Read more
Senior Advisor Associate
Irene Buettner is an senior advisor associate and works with Greg Sorce in all aspects of his practice primarily focusing on client service issues in addition to working her own book of business. She began her financial services career as a cashier at Prudential Securities in 1998. In a few short years she became a registered customer service associate at...
Read more