We are a diverse group of dedicated, talented professionals who believe that our clients deserve more than what the industry has given them. In a culture based on relentless innovation, business as usual just doesn’t cut it.
At the end of the day, it’s all about giving clients something that they’re not used to experiencing in the financial industry – an empowering, transparent process that puts them first.
Our dynamic team includes 13 CFPs, four CFAs, two CPAs, one Chartered Alternatives Investment Analyst (CAIA), one Retirement Income Certified Professional (RICP) and three MBAs. We also employ a group of professionals to support the technological, marketing and trading operations of our company.
To learn more about each team member, click on the photos below.
Margaret M. Baer, IACCP®
Chief Compliance Officer
Maggie Baer is chief administrative officer and chief compliance officer for Huber Financial Advisors, LLC. Her background and experience span 25 years with a focus on operations, client service and compliance for financial service organizations.
Christopher M. Beckman
Chris Beckman is a client service associate at Huber Financial and has the lead responsibility for servicing the clients of Ed Cruickshank, Bob Witt and Jeremy Joseph. He is responsible for on-boarding, servicing and building relationships with these select clients.
Tony D. Behrens
Tony Behrens is a portfolio services manager for Huber Financial. He manages and maintains the firm’s back-office and technology systems, covering everything from reporting and billing to workflows and the customer relationship management (CRM) system.
Stephen A. Bergman, CFA
Stephen Bergman is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s Investment Committee.
Maxwell C. Bodette, CFP®
Maxwell Bodette is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s investment committee.
Martha E. Conlon
Martha Conlon is communications manager at Huber Financial, responsible for developing and implementing corporate marketing communications strategy. She also manages and helps develop the company’s editorial content.
Edward H. Cruickshank, CFP®
Ed Cruickshank is a wealth advisor and is a member of Huber Financial’s Executive Committee, Senior Leadership Committee and Investment Committee. He also contributes to the firm’s marketing and branding efforts.
Laura T. Daly
Laura Daly is a senior client service associate at Huber Financial with the lead responsibility of servicing the clients of Dave Huber, Pete Doyle and Will Gunlicks. She also oversees a team of client service associates.
Kyle P. Deal, CFP®
Kyle Deal is a financial planner at Huber Financial and works closely with his clients to create, implement and monitor their comprehensive wealth management plans.
J. Peter Doyle, CPA/PFS, CFP®
Pete Doyle is a wealth advisor for Huber Financial. He has more than 30 years of tax planning, wealth management and consulting experience.
Kimberly Spence Drake, CFA,
Kim Drake is a wealth advisor at Huber Financial who specializes in women, specifically their life transitions and how these changes affect their financial lives.
Cheryl A. Ferguson
As director of human resources; compliance administration for Huber Financial, Cheryl Ferguson works with Margaret Baer, the firm’s chief compliance officer, to ensure company-wide compliance and protect client assets.
William V. Gunlicks, CFP®
Will Gunlicks is a wealth advisor at Huber Financial and works closely with his clients to create, implement and monitor their comprehensive wealth management plans.
Carla M. Guthrie
Carla Guthrie is an event planner for Huber Financial and coordinates all the firm’s client appreciation and strategic partner educational events.
John M. Hanley, CFA, CAIA
John Hanley is director of portfolio services for Huber Financial and oversees the firm’s back-office and technology systems. He is responsible for performing business analytics, where he interprets and translates firm-wide data into meaningful and straightforward information to drive business results.
David J. Huber, CFP®
Dave Huber is chief executive officer of Huber Financial. He founded the company in 1988 and has more than 35 years of experience in the financial services industry.
Philip R. Huber, CFA, CFP®
Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions.
Jeremy S. Joseph, CFP®
Jeremy Joseph is a wealth advisor at Huber Financial and works closely with his clients to create, implement and monitor their comprehensive wealth management plans.
Paulina M. Ksiazek
Paulina Ksiazek is a financial planner at Huber Financial and works closely with her clients to create, implement and monitor their comprehensive wealth management plans. She also contributes to the firm’s blog on HuberFinancial.com.
Robert E. Morrison, CFP®
Rob Morrison is president of Huber Financial, oversees the day-to-day operations of the firm, and helps develop its strategic vision.
Douglas R. Morton, CFP®
Doug Morton is a wealth advisor at Huber Financial and works closely with his clients to create, implement and monitor their comprehensive wealth management plans.
Vanessa V. Nelson
Vanessa Nelson is a portfolio administrator on our client service team.
Daniel G. Noonan
Daniel Noonan is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s investment committee.
Janet E. Petran, CPA, CFP®
Janet Petran is a wealth advisor at Huber Financial and works closely with her clients to create, implement and monitor their comprehensive wealth management plans.
Erica D. Simios
Erica Simios is a client service associate at Huber Financial and is responsible for servicing the clients of Rob Morrison, Kim Drake, Janet Petran and Doug Morton. She is responsible for on-boarding, servicing and building relationships with these select clients.
Robert J. Witt, CFP®, RICP®
Bob Witt is a wealth advisor at Huber Financial and directs the Financial Planning Committee.
Maureen D. Wright, CFP®
Maureen Wright is a wealth advisor at Huber Financial and works closely with her clients to create, implement and monitor their comprehensive wealth management plans.
Elena A. Zekic
As a portfolio services associate for Huber Financial, Elena Zekic works on a team that focuses on maintaining Huber Financial’s back-office and technology platforms. She is primarily responsible for account maintenance, data reconciliation, performance reporting and daily trading review.
