Management Team

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.

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.

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.

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.

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.

Margaret M. Baer

Margaret M. Baer

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.

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.