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Pittsburgh, Pennsylvania

Principal, Senior Financial Advisor
As principal of HBKS®, Greg Sorce collaborates with the firm’s partners and senior financial advisors to plan the firm’s strategic direction. As a senior financial advisor, he leads a team of HBKS® licensed advisors and administrators working directly with clients in Pennsylvania and across the country to plot their financial course and help them achieve their financial objectives. Greg began...
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Principal, Senior Financial Advisor
Matthew Costigan is a principal and senior financial advisor in the HBKS® Pittsburgh office. He began his public accounting career specializing in individual and trust taxation in 2003 with a Big Four firm. He joined HBK CPAs & Consultants in 2006 and began working as a personal financial advisor with HBKS® in 2008. His clients benefit from his extensive knowledge...
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Financial Advisor
Donna Kline combines experience as an investment broker and wealth manager, a proven approach to long-term financial planning and the unique skills of a Certified Divorce Financial Analyst™ (CDFA®) to help a divorcing client understand and address the associated financial issues and helping them in obtaining a fair and equitable divorce settlement. She directs the HBKS® CDFA® practice out of the firm’s...
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Financial Advisor
Ian is a financial advisor in the Pittsburgh, Pennsylvania office of HBKS® Wealth Advisors. Upon earning an accounting degree from Mercyhurst University in 2012, Ian continued pursuing his dream of playing professional football when he signed with the Buffalo Bills of the NFL. Throughout his career he has played for various teams in the NFL and most recently the Canadian...
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Financial Advisor
Craig Slaubaugh is a financial advisor in the Pittsburgh, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Craig joined HBKS® in 2018 after working as a relationship manager with Key Investment Services and PNC Investments. Prior to that he spent several years splitting time as an advisor with Lincoln Investment dealing primarily with defined benefit plans and teaching economics and global...
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Advisor Associate
Carissa is an advisor associate in the Pittsburgh, Pennsylvania office of HBKS® working with Greg Sorce, Matthew Costigan and Donna Kline. She began her career working as a Registered Financial Assistant at a local investment firm. She joined HBKS® in 2015. Carissa holds her Bachelor of Science degree in Business Administration/Management from Clarion University. She is also insurance licensed in...
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Client Support Specialist