Back to Advisors

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...
Read more
Greg Sorce
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...
Read more
Matt Costigan
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...
Read more
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...
Read more
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...
Read more
Client Support Specialist
Sarah Tepe

Stay Connected

Receive the latest financial and investments insights.

 
 
 

Connect with our
professionals

Find a Professional

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.

© 2011-2020 HBKS Wealth Advisors. All rights reserved.

Broker Check badge