“Understanding your dreams and helping you achieve them is our mission. We deliver world-class resources in ways our clients want and appreciate, to accommodate their goals and provide for their futures.”

Christopher M. Allegretti
Managing Principal and CEO

Chris Allegretti
Christopher M. Allegretti, CPA Managing Principal and CEO
Quinto Ambrosetti
Quinto F. Ambrosetti, CFP® Principal, Senior Financial Advisor
Jim Arcoraci
James A. Arcoraci, CRPC® Principal, Senior Financial Advisor
Dan Baer
Dan E. Baer, CPA, PFS Principal, Senior Financial Advisor
William Casey
William F. Casey, III Principal, Senior Financial Advisor
Matt Costigan
Matthew Costigan, CFP®, CPA/PFS Principal, Senior Financial Advisor
Scott Cross
Scott Cross, CFA Principal, Chief Operating Officer
David Darwish
David Darwish, CFP® Principal, Senior Financial Advisor
Ryan Furtwangler
Ryan Furtwangler, CFP® Principal, Senior Financial Advisor
Jerry Hall
Gerald W. Hall, WMS Principal, Senior Financial Advisor
Brian Mallette
Brian Mallette, CFP® Principal, Senior Financial Advisor
Rich Morrow
Richard C. Morrow, CPA, CFP® Principal, Senior Financial Advisor
Dean Piccirillo
R. Dean Piccirillo, CFP®, CRPS®, AIFA® Principal, Senior Financial Advisor
Augustine Repetto
Augustine A. Repetto, MST, CFP® Principal, Senior Financial Advisor
Steven Rinn
Steven Rinn, CFP® Principal, Senior Financial Advisor
Stephen Schramm
Stephen C. Schramm, CFP®, CPA/PFS Principal, Senior Financial Advisor
Brian Sommers
Brian Sommers, CFA Principal, Chief Investment Officer
Christopher Sorce
Christopher N. Sorce, CFP® Principal, Senior Financial Advisor
Greg Sorce
Gregory J. Sorce, CFP®, MSFS Principal, Senior Financial Advisor
Tom Taranto
Tom Taranto, CFP®, AIF® Principal, Senior Financial Advisor
Brittany Taylor
Brittany Taylor, CFP® Principal, Senior Financial Advisor

Working Together
Sets Us Apart.

HBKS advisors and teams are independent and strategic, and backed by superior intelligence and technologies.

Join Our Team