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Our professionals are experts across a wide range of financial disciplines.

  • Financial Advisor Teams
  • Asset Management
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Operations Professionals

photo of Scott Cross
Scott Cross , CFA

Principal, Chief Operating Officer

scross@hbkswealth.com

tel: (814) 836-5776

photo of Paul Taylor
Paul Taylor , CFP®

Director of Financial Planning

PTaylor@hbkswealth.com

tel: (814) 463-1017

photo of Lauren Oldham
Lauren Oldham

Director of Operations

LOldham@hbkswealth.com

tel: (724) 934-8200

photo of Steven Heere
Steven Heere , CPA

Chief Financial Officer

SHeere@hbkswealth.com

tel: (814) 564-7079

photo of Jason Alward
Jason Alward

Reconciliation and Reporting Manager

jalward@hbkswealth.com

tel: (814) 836-5776

photo of Dakota Mezzacapo
Dakota Mezzacapo

Operations Specialist

dmezzacapo@hbkswealth.com

tel: (814) 836-5776

photo of Nolan Nuara
Nolan Nuara

Data Feed Specialist

NNuara@hbkswealth.com

tel: (814) 836-5776

photo of Victoria Willis
Victoria Willis

Operations Specialist

VWillis@hbkswealth.com

tel: (814) 564-7080

photo of Michael Douds
Michael Douds

Reconciliation Specialist

MDouds@hbkswealth.com

tel: (814) 836-5776

photo of Jeremy Williams
Jeremy Williams

Business Analyst

JWilliams@hbkswealth.com

tel: (724) 934-8200

photo of Harley Brandt
Harley Brandt

Operations Fee Specialist

HBrandt@hbkswealth.com

tel: (724) 934-8200

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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