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Abbie Cone brings knowledge and assistance to her role as Account Manager. She has a passion for helping plan sponsors, participants and fellow team members navigate the landscape of retirement…
Adara Enrique is a Director – Retirement Plan Services at HUB Retirement and Private Wealth, where she specializes in retirement plan fee benchmarking across a wide range of providers and…
Since the age of 16, Mr. Gwilliam knew he wanted to work in the retirement plan industry and has been advising organizations of all sizes since 2001. He is currently…
Addie George is a Vice President at HUB Retirement and Wealth Management. She is responsible for day-to-day administration, marketing, and technology for the firm. Among her duties, Addie is responsible…
Alex Assaley is the Managing Director of HUB International’s Retirement and Wealth division based in Bethesda, Maryland, where he leads a team dedicated to helping employers design smarter retirement programs…
Allison Rosenberg is a Senior Consultant at HUB International in Bethesda, Maryland, where she specializes in retirement plan consulting and financial wellness education. With more than two decades of experience,…
For nearly 40 years, Alp has guided families through the financial decisions that shape their lives — and often, the lives of the next generation. Many of his client relationships…
Alex Garcia is a Senior Wealth Advisor at HUB Investment Partners, where he supports individual clients by addressing their holistic wealth management needs. On a day to day basis, Alex…
Alisha is a local from Pasadena who did not have to travel far to figure out that her heart was in financial literacy and planning. She graduated from University of…
After receiving her bachelor’s degree from Indiana University’s Kelley School of Business in 2020 and three summer internships at BLS Wealth Management (now HUB Retirement and Wealth Management), Allie made…
As a former Olympian, Amanda Banta knows that success starts with a clear vision and the discipline to achieve it. Today, she applies that same drive and focus to her…
Amy Burk is the daughter of Jim Charbonneau & Beverly Ferguson and has lived in South Carolina for over 35 years. She is married to Daniel Burk and they live…
Amy Gomez is an Assistant Vice President at HUB Retirement and Wealth Management. Amy has been a member of the Blue Bell, PA team since 2015. She provides support for…
Andrew DeGroat is a Senior Vice President at HUB Retirement and Wealth Management. Andrew founded WhartonHill Advisors in 1994 and joined HUB International through the acquisition of WhartonHill by HUB…
Andy provides comprehensive consulting and advisory services to corporate and non-profit retirement plan clients and prospects. Andy’s core expertise includes fiduciary investment management and operational best practices, plan design consulting…
Angela Talbot holds over 25 years of comprehensive experience in the financial services industry. A proud third-generation Arizona native, she holds a business degree from Arizona State University. Angela embarked…
Angie Mirrione has over 20 years of experience in the retirement and financial services industry. Angie’s passion is helping people make smart decisions today to pursue their dream of retirement…
Joining HUB Investment Partners in 2011, Antonio Kitt, CFP®, graduated from Virginia Tech with a Bachelor of Science in Applied Economic Management and a concentration in Financial Planning. As the…
Ben Murphy joined HUB Retirement and Wealth Management in 2021. He brings over 10 years of experience in the financial services industry and a passion for helping clients build and…
Beth is Managing Partner of HUB Retirement and Wealth Management office in University Place, WA, where she serves as an advisor while overseeing the office’s day-to-day operations. Her work centers…