Professionals

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.

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.

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.

Kimberly Spence Drake, CFA

Kimberly Spence Drake, CFA

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.

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.

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.

Maureen D. Wright, CFP®

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.

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.

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.

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.

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.