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Stuart/West Palm Beach, Florida

Principal, Senior Financial Advisor
Stephen is a principal and senior financial advisor in the Stuart and West Palm Beach, Florida offices. He directs an HBKS® team of financial advisors, tax professionals and administrators who customize financial plans and investment strategies to meet client-specific needs and goals. His primary focus is on integrating each component of a client’s comprehensive financial picture into a coordinated plan....
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Stephen Schramm
Principal, Senior Financial Advisor
Ryan Furtwangler is a principal and senior financial advisor in the Stuart, Florida, offices of HBKS®. He began his career in 2002 with a regional brokerage firm in Pittsburgh, Pennsylvania, then transferred to Edward D. Jones where he was an advisor and ultimately managed its Harborcreek office. During his tenure there, he became aware for the need for comprehensive financial...
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Ryan Furtwangler
Senior Financial Advisor
Steven Swindler is a senior financial advisor in the Stuart, Florida office of HBKS® Wealth Advisors (HBKS®). He began his career in 2002 working for the Schramm Company, P.A. and the Schramm Investment Company, LLC founded by Principal and Senior Financial Advisor, Stephen Schramm. The firm merged with HBKS® in 2004. Steven currently specializes in providing comprehensive financial services to...
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Senior Financial Advisor
Gina is a Senior Financial Advisor at HBKS Wealth Advisors. She joined the team after moving to Florida from Cincinnati, Ohio. Gina delivers integrated wealth strategies and forward-thinking objective advice to her clients, which include individuals and families, professionals, retirees, business owners, executives and other high-net-worth clients. A highly experienced professional, Gina guides clients through the wealth management process, coordinating...
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Financial Advisor
Knight is a Financial Advisor in the Stuart, Florida office of HBKS Wealth Advisors. He has spent his professional career working with business owners and families as a consultant and advisor. Knight works with the team in Stuart to deliver outstanding value to our clients through financial planning, tax mitigation, and wealth protection strategies. Knight earned his bachelor’s and master’s...
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Financial Advisor
Jason Nunnery is a Financial Advisor in our Stuart, Florida office. As a Financial Advisor, Jason leverages his investment expertise to customize financial plans for individuals and families. Prior to joining HBKS in December 2022, Jason worked for Wilmington Trust as a Wealth Client Portfolio Manager, overseeing the investment portfolios for a handful of clients. Earlier in his career, Jason...
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Financial Advisor
W. Michael Lofley is a Financial Advisor in our Stuart, Florida office. Prior to joining HBKS Wealth Advisors, he worked in tax, alternative investments, and wealth management in various capacities. Michael leverages his experience to help our clients reach their financial goals through financial planning, tax mitigation, and wealth protection strategies. Michael earned a Bachelor of Business Administration (BBA) in...
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Financial Advisor
Stephen Burleson is a Financial Advisor in the HBKS offices in Stuart, Fla. As a Financial Advisor, Stephen uses his background in relationship management to deliver a high-level, consistent, and customized experience. Focusing on client relationships and new business development, Stephen enjoys working closely with his clients to build a customized strategy that considers their full financial profile. Stephen started...
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Client Support Specialist
Jenny Laychur
Client Support Specialist
Natalie Baecher
Client Support Specialist
Kandy Hillan