Principal, Senior Financial Advisor
Stephen is a principal and senior financial advisor in the Stuart, Florida office. 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. He believes that a...
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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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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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Financial Advisor
Knight Suffich is a Financial Advisor with HBKS Wealth Advisors in Stuart, Florida. He’s spent his career helping business owners and families make confident financial decisions—first as a labor consultant for nearly a decade, where he worked closely with light industrial and construction businesses to solve workforce challenges, and now as a trusted advisor focused on financial planning, tax strategies,...
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Financial Advisor
Jason Nunnery is a Financial Advisor in Stuart, Florida, where he partners with successful families, business owners, and nonprofits to develop comprehensive, goals-based financial plans that integrate investment strategy, risk management, tax planning, and estate coordination. Jason’s perspective is shaped by more than a decade of experience in private wealth management and grounded in institutional discipline around investment risk and...
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Financial Advisor
Michael Lofley is a financial advisor with HBKS® Wealth Advisors in Stuart, Florida. With a strong foundation in taxation, wealth management, and financial planning, Michael brings thoughtful, experienced guidance to individuals and families seeking to make informed financial decisions. He specializes in turning complex financial matters into clear, practical strategies that align with each client’s unique goals. As a Stuart-based...
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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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