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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Director of Financial Planning
As Director of Financial Planning at HBKS Wealth Advisors, Paul brings a wealth of expertise and a deep commitment to helping clients achieve their financial goals. With over 20 years of experience in the financial services industry, Paul has a proven track record of providing comprehensive financial planning to a diverse clientele. He is responsible for the firm’s delivery of...
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Director of Operations
Lauren Oldham is the Director of Operations in the HBKS® Wealth Advisors Pittsburgh office. Lauren began her career at HBKS® in May 2023, after spending eight years at Fort Pitt Capital Group LLC as a Business Analyst and Operations Manager. Lauren earned her Bachelor of Science in Information Science, from The University of Pittsburgh in the Spring of 2015.
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Reconciliation and Reporting Manager
Jason Alward is the Reconciliation and Reporting Manager and is based in our Erie, Pennsylvania office. Jason has been an integral part of our Asset Management Group since he joined HBKS. His expertise in financial data aggregation and performance reporting has been invaluable to our team and clients. Jason will continue to build on his experience under Operations, continuing to...
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Data Feed Specialist
Nolan Nuara is a Data Feed Specialist in our Erie, PA office. In this position, he assists with data aggregation and other operational items. Nolan started his career at HBKS in October 2022. He graduated cum laude with a Bachelor of Science in Finance from Penn State Erie, The Behrend College.
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Reconciliation Specialist
Michael Douds serves as a Reconciliation Specialist for our Operations department in Erie, PA office. Mike joined HBKS after earning his Bachelor of Arts in Criminal Justice from Westminster College.
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