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Naples, Florida – Baer Team/Suite 100

Principal, Senior Financial Advisor
Dan Baer leads one of HBKS®‘ client-servicing teams in Naples Florida. He is also the National Director of Level3 Wealth Services, which is the segment of HBKS designed to serve the needs of individual families utilizing expertise from across the HBK/ HBKS brand. His career work has been helping individuals and families negotiate the wide range of complex financial issues...
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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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Senior Financial Advisor
Denise Williams is a Senior 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...
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Senior Financial Advisor
Matthew A. Chlopek, CRPC, is a senior financial advisor in the HBKS offices in Naples, Fla. He joined the firm in the spring of 2024 following three years with the Naples office of Fidelity Investments. He started his career as a financial advisor in Rolling Meadows, Ill., in 2016 with the Merrill Lynch Wealth Transition Team. Matthew is a service-oriented...
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Assistant Portfolio Manager
Pat Brown is an Assistant Portfolio Manager in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®), supporting the financial advisors and portfolio management teams. Pat began his professional career with BlackRock in New York, specializing in alternative investments.  While at BlackRock, he was selected to relocate to Ireland to aid the expansion of its renewable power and infrastructure investment...
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Director of Operations
Jonathan Stava is the Park Shore Partners LLC Director of Operations and works in the Naples, Florida office. In addition to supporting clients, financial advisors and portfolio management teams, he oversees hedge fund financial reporting, legal and regulatory filing, and business management duties for the Park Shore Opportunity funds. He began his professional career with Deloitte, has worked as a...
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Advisor Associate
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Advisor Associate
Jenny DiLorenzo is an advisor associate in our Naples office. Jenny works closely with team members, Dan Baer, Brian Mallette and Denise Williams focusing on operational needs as well as client communication. She works closely with our group at Park Shore Partners assisting in investor relations.
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Client Support Specialist