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 10 CFPs, three 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, MBA

Margaret M. Baer, MBA

Chief Administrative Officer
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.

Tony D. Behrens

Tony D. Behrens

Portfolio Operations Associate

Tony Behrens is a portfolio operations associate 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

Stephen A. Bergman

Portfolio Manager

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.

Martha E. Conlon, MBA

Martha E. Conlon, MBA

Communications Manager

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®

Edward H. Cruickshank, CFP®

Wealth Advisor

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 T. Daly

Client Service Associate

Laura Daly is a client service associate at Huber Financial with the lead responsibility of servicing the clients of Dave Huber, Pete Doyle and Will Gunlicks. She is responsible for on-boarding, servicing and building relationships with these select clients.

Kyle P. Deal

Kyle P. Deal

Client Service Associate

Kyle Deal is a client service associate at Huber Financial and has the lead responsibility for servicing the clients of Ed Cruickshank and Janet Petran.

J. Peter Doyle, CPA/PFS, CFP®

J. Peter Doyle, CPA/PFS, CFP®

Wealth Advisor

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, MBA

Kimberly Spence Drake, CFA, MBA

Wealth Advisor

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

Cheryl A. Ferguson

Director of Human Resources; Compliance Administration

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<sup>®</sup>

William V. Gunlicks, CFP®

Wealth Advisor

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 M. Guthrie

Event Planner

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 M. Hanley, CFA, CAIA

Director of Portfolio Services

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®

David J. Huber, CFP®

Chief Executive Officer

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®

Philip R. Huber, CFA, CFP®

Chief Investment Officer

Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions.

Paulina M. Iantchev

Paulina M. Iantchev

Senior Client Service Associate

Paulina Iantchev is a senior client service associate at Huber Financial with the lead responsibility of servicing the clients of Rob Morrison, Bob Witt, Kim Drake and Doug Morton. She also oversees a team of client service associates.

Robert E. Morrison, CFP®

Robert E. Morrison, CFP®

President

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®

Douglas R. Morton, CFP®

Wealth Advisor

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.

Daniel G. Noonan

Daniel G. Noonan

Portfolio Manager

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 E. Petran, CPA, CFP®

Wealth Advisor

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 D. Simios

Client Service Associate

Erica Simios is a client service associate at Huber Financial and is responsible for servicing the clients of Rob Morrison, Bob Witt, Kim Drake and Doug Morton. She is responsible for on-boarding, servicing and building relationships with these select clients.

Robert J. Witt, CFP®, RICP®

Robert J. Witt, CFP®, RICP®

Wealth Advisor

Bob Witt is a wealth advisor at Huber Financial and directs the Financial Planning Committee.

Maureen D. Wright, CFP<sup>®</sup>

Maureen D. Wright, CFP®

Financial Planner

Maureen Wright is a financial planner at Huber Financial and works closely with her clients to create, implement and monitor their comprehensive wealth management plans.

Elena A. Zekic

Elena A. Zekic

Portfolio Services Associate

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.