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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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Operations and Project Manager
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Operations Specialist
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Operations Assistant
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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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