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

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Retirement Plan Services Professional

photo of R. Dean Piccirillo
R. Dean Piccirillo , MSFS, CFP®, CRPS®, AIFA®

Principal, Senior Financial Advisor

dpiccirillo@hbkswealth.com

tel: (239) 433-7533

photo of Rod Diaz
Rod Diaz , CRPS®, AIFA®

Retirement Plan Manager

rdiaz@hbkswealth.com

tel: (724) 934-8200

photo of Patrick Gano
Patrick Gano , AIF®, CPFA®

Retirement Plan Manager

pgano@hbkswealth.com

tel: (267) 669-5374

photo of Anthony J. Scrocco
Anthony J. Scrocco , CFP®, CPA

Senior Financial Advisor

ascrocco@hbkswealth.com

tel: (330) 758-0428

photo of Jonathan Frawley
Jonathan Frawley , CRPS®, AIFA®

Retirement Plan Advisor

jfrawley@hbkswealth.com

tel: (814) 836-5776

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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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