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Naples, Florida – Baer Team/Suite 100

Principal, Senior Financial Advisor
Dan Baer leads one of HBKS®‘ client-servicing teams. His career work has been helping individuals and families negotiate the wide range of complex financial issues that impact people who have amassed substantial wealth. His work and expertise extends to estate planning, philanthropic issues, family business matters, cash management, personal tax matters and retirement planning. Dan joined HBK CPAs & Consultants...
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Dan Baer
Principal, Senior Financial Advisor
Brian Mallette is a senior financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He joined HBKS in June of 2008. Brian works closely with his team members, Dan Baer and Brent Wauterlek, servicing client relationships and asset management. Because each client’s portfolio is customized to meet their unique individual needs, Brian also focuses on the construction...
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Brian Mallette
Portfolio Manager
Brent Wauterlek is a Portfolio Manager in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He specializes in securities research, portfolio construction and management. Brent works closely with his team members, Dan Baer, Brian Mallette and Denise Williams; concentrating on the macroeconomic outlook in developing efficient asset allocations. Each client’s portfolio is customized to meet his or her unique...
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Financial Advisor
Denise Williams is a financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). She joined HBKS® in April 2017. Denise began her professional career in 2005 as an auditor at HBK CPAs & Consultants, LLC while earning her CPA designation. Denise’s industry expertise includes construction, agriculture, and workers’ compensation. Most recently Denise served as CFO of Taylor...
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Client Support Specialist
Nicole Jackmack
Client Support Specialist

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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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