Principal, Senior Financial Advisor
David Darwish is a principal and senior financial advisor in the HBKS® Naples and Fort Myers, Florida, offices. He has extensive experience in the areas of financial planning, retirement planning and asset allocation analysis. Along with his client responsibilities, he works on a team with Christopher Sorce and Amanda Mahland in the Naples offices. Dave began his financial services career...
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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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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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Senior Financial Advisor
Ryan Hawk joined HBKS® in 2019 as a financial advisor in the Naples, Florida office. As a Certified Financial Planner®, he works with high net worth families in the design, management and understanding of advanced estate plan designs. He began his financial services career in 2004 and prior to joining HBKS® held positions with a large Wall Street firm, a...
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Senior Financial Advisor
Jason Rundorff rejoined HBKS in 2025 as a Senior Financial Advisor in the Naples, Florida office, bringing more than two decades of experience in the financial services industry. Since beginning his career with HBKS in 2007, Jason has served primarily in a fiduciary capacity as a Registered Investment Advisor, committed to putting clients’ interests first. Before entering the financial field,...
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Financial Advisor
Tyler Holes, CFP®, is a financial advisor in the Naples, Florida office of HBKS Wealth Advisors. Since joining the firm in 2022, Tyler has primarily focused on delivering comprehensive financial planning in a fiduciary capacity as a Registered Investment Advisor—always committed to acting in the best interests of his clients. He earned the Certified Financial Planner® certification in 2025, reflecting...
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Senior Advisor Associate
Nicole has transitioned from Client Support Specialist to Advisor Associate and is now Senior Advisor Associate. Nicole been an integral part of the Naples team and their success for over 14 years. Her in depth understanding of client’s needs has been critical in building long-term family relationships. Nicole also recently obtained her Bachelor of Arts degree in Business Administration with...
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Senior Advisor Associate
Amanda began her financial services career in 1999 as a Credit Service and Account Retention Associate for Capital One in Tampa, Florida. She joined the Naples office of HBKS® Wealth Advisors as an Advisor Associate in 2008. Amanda works closely with David Darwish and Ryan Hawk, focusing on high-level client service matters. Amanda attended Pasco Hernando State College and Edison...
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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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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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