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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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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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Advisor Associate
Seth is an advisor associate in the HBKS offices in Stuart, Fla., where he enjoys serving the needs of clients and supporting the advisory functions of the firm. He entered the financial services industry in 2008 after earning his bachelor’s degree in business management and finance, graduating summa cum laude, from Northwood University. Seth is dedicated to building client relationships...
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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 successful 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,...
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Client Support Specialist
Jenny Laychur
Client Support Specialist
Natalie Baecher
Client Support Specialist
Jennifer Riegelsberger