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Retirement Plan Services

Principal, Senior Financial Advisor
Dean Piccirillo is a principal, senior financial advisor and client service team director advising HBKS® Wealth Advisors clients in the firm’s Fort Myers and Sarasota, Florida offices. Additionally, he works with a number of families out of the firm’s offices in his hometown of Erie, Pennsylvania. Dean also directs the HBKS® Wealth Advisors Retirement Plan Unit which provides investment consulting...
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Dean Piccirillo
Retirement Plan Manager
Rod Diaz serves as Manager of the Retirement Plan Services Unit for HBKS Wealth Advisors. Prior to that Rod served as Manager of Retirement Plan Services for McKinley Carter Wealth Services. Early in his career, Rod was an Investment Banking Analyst for Parker/Hunter and later as their Syndicate Manager. He worked on taking public several Pittsburgh area companies including Carnegie...
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Senior Financial Advisor
Anthony Scrocco is a senior financial advisor in the Youngstown, Ohio office of HBKS® Wealth Advisors (HBKS®). Anthony is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined HBKS® in September of 2013. Anthony began his professional career as a CPA with Hill, Barth & King LLC (HBK) in December 2004, working first in the...
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Financial Advisor
Jon Frawley is a Financial Advisor working in our Erie, Pennsylvania office. He assists the Retirement Plan Unit with developing proposals, investment analysis, retirement plan reporting, employee education meetings and employer plan review meetings. Prior to joining HBKS, Jon worked as an Associate Wealth Manager for Fairway Wealth Management in Cleveland, Ohio. Jon graduated summa cum laude from Edinboro University...
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