HBKS Wealth Advisors
Renee Brunner has extensive experience in the financial and compliance sectors, currently serving as Compliance Supervisor at HBKS Wealth Advisors since June 2019, following a role as Compliance Associate at the same firm. Prior to this, Renee worked at Widget Financial from January 2012 to June 2019, where responsibilities included conducting operational, financial, interim, and compliance audits, as well as reviewing documents and processes to ensure regulatory compliance. Additional experience includes roles as a Mortgage Loan Coordinator and AP Specialist, along with an early internship at Hill, Barth & King LLC that involved tax preparation and audits. Renee holds a Bachelor of Science degree in Accounting from Penn State Erie, The Behrend College, obtained in 2010.
HBKS Wealth Advisors
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.