Shirl Trefelner, CPA, CSRP

Financial Advisor

Shirl Trefelner, CPA, CSRP is a financial advisor working out of the Pittsburgh, Pennsylvania, HBKS® office. She is a seasoned financial professional with a strong background in accounting and a passion for guiding clients toward comprehensive financial success. As a Certified Public Accountant (CPA) and a Certified Specialist in Retirement Planning (CSRP), Shirl brings a unique blend of technical expertise and strategic insight to her role as a Financial Advisor at HBKS.

With a distinguished career in the financial industry, Shirl has built a reputation for excellence through her dedicated service and commitment to client success. Prior to joining HBKS, Shirl served as a Senior Tax Preparer in addition to her roll a as financial advisor. This combination allowed her to hone her skills as a tax strategist enabling her to incorporate effective tax planning in all her clients’ financial recommendations. She earned her BS/BA in Accounting form Robert Morris University.