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HBKS Operations

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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Scott Cross
Director, Client and Advisor Experience
As director of Client and Advisor Experience, Megan is focused on strategic initiatives that ensure HBKS® advisors have the resources they need to deliver on the firm’s commitment to helping clients achieve their financial goals. She assists in many areas, including hiring, training, human resources and marketing. Prior to joining HBKS®, Megan spent 12 years at Vanguard in a variety...
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Director, Technology & Operations
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Operations Specialist
Matt Dundulis is an Operations Specialist in our Erie, PA office. In this position, Mr. Dundulis manages the CRM system, performs data analysis and creates proposals. Mr. Dundulis started his career at HBKS as an intern in our Erie office. He graduated Summa Cum Laude with a Bachelor of Science, Business Administration: Accounting/Personal Financial Planning from Edinboro University of Pennsylvania.
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Operations Specialist
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Operations Assistant
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