Our Team

To best serve each relationship, HB pulls from the various strengths of each of its more than 50 employees. Each client service team includes four to five employees — a principal, a director or senior associate, an associate and an administrator.

Principals

Andrew (Andy) J. Berg, CFP^®

Frank H. Butterfield, CPA, CFP^®, PFS, CFA

Adam L. Fuller, CFA, CFP^®

Anthony J. Guinta, CPA, CFP^®, PFS

Andrew (Drew) R Klepchick, CFP^®

Directors

William H. Bolen, Jr

Christopher V. Casdia, CSCP, Compliance and Operations Manager

Monica H. McDonald, CFP^®

Wayne D. Moss, CFP^®

Tricia Mulcare, CPA, CFP^®, PFS, CDFA™ 

Ashley G. Preisinger, CFA, Director of Client Development

James M. Ruff, CFP^®

Mike Stanford

Frank T. Waterson, CFP^®

Senior Associates

Robin S. Aiken, CFP^®

Christopher R. Kowal, CFP^®

Jeffrey D. Meuter, CFP^® 

Benjamin L. Riddick, CFP^®

Jamie U. Stolz, CFP^®

John H. Taylor, CFP^®

Kerstin A. Wiles, CFP^®, CDFA 

Associates

Missie Beach, CFP^®

Matthew B. Barber, CFP^®

Margo M. Bryk

Chris Campbell

Kyle D. Glenn, CFP^®

Kyle Kvalheim, CFP^®

Amelia C. Ostenson

Jeffrey B. Rosengarten

Steven (Steve) S. Rubinstein, CPA

James K. Underwood, CPA

Junlu Zhang, CPA

Investment Department

Stephanie S. Lang, CFA, Director

Brian P. Hilderbrand, CFA, Investment Analyst

Peter Wietrak, Investment Analyst