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Erie, Pennsylvania (Wright House Team 6)

Senior Financial Advisor
Joseph Kloecker offers his clients broad financial expertise amassed over more than 35 years — as a senior financial accounting officer in a large bank and as a financial planning and wealth management professional. Joe has an MBA and is also a CPA. Based in the Erie, Pennsylvania office of HBKS® Wealth Advisors (HBKS), Mr. Kloecker works holistically with clients...
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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®...
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Advisor Associate
Christine is an Advisor Associate in the Erie, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She has accumulated significant experience in the financial services industry since starting her career. She previously held the positions of Office Administrator and Compliance Officer for Presque Isle Capital Management, Inc. (PICM). She joined the Erie office of HBKS® Wealth Advisors in 2006 when PICM...
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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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