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^®, PFS

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^®

Ashley G. Preisinger, CFA, Director of Client Development

James M. Ruff, CFP^®

Mike Stanford

Frank T. Waterson, CFP^®

Senior Associates

Robin S. Aiken, CFP^®

Mandy D. Hewitt, CPA, CFP^®, PFS

Jeffrey D. Meuter, CFP^® 

Tricia Mulcare, CPA, CFP^®, PFS, CFDP^®

Kerstin A. Wiles, CFP^®, CDFA 

Associates

Matthew B. Barber

Margo M. Bryk

Chris Campbell

Kyle D. Glenn

Amanda M. Howerton, CFP^®

Christopher R. Kowal

Kyle Kvalheim

Benjamin L. Riddick, CFP^®

Steven (Steve) S. Rubinstein, CPA

John H. Taylor, CFP^®

Shawna L. Theriault, CFP^®

Jamie E. Underwood, CFP^®

Nicole L. Wright, CFP^® 

Junlu Zhang, CPA

Investment Department

Stephanie S. Lang, CFA, Senior  Analyst

Brian P. Hilderbrand, Investment Analyst

Peter Wietrak, Investment Analyst