Join Our Team of Advisors

Team of advisors

Welcome, financial advisor. We sincerely thank you for your interest in H. Beck, Inc.

We are one of the nation’s top 50 independent broker-dealers by revenue,* and we are proud to have been recognized as Broker-Dealer of the Year (Division III) twice in the past decade. We are eager to provide you the friendly, accessible, business-minded culture and superior service that our representatives say, again and again, are the reasons HBI stands out.

We invite you to learn more about the dedicated transition support we provide, and to meet some of the key team members who will help support your practice. You can also read about our products, our technology suite, Pershing clearing services, and our hybrid RIA platform.

Our Ambassadors

The role of our Ambassadors (sometimes known as recruiters) is to introduce prospective representatives to HBI and to the exceptional advisor experience that we provide. Our Ambassadors look forward to answering your questions about what it's like to work with us. Give one of them a call today and hear firsthand how we can help you move your business forward, or click on the button below to get started now.

Get Started


Violetta Pukas

Fully licensed with more than 15 years of experience in recruiting, training, and marketing in financial services, Vi is an enthusiastic ambassador for HBI's business-building solutions and its culture of openness and superior service.

Matthew Waltrop

Matt joined HBI in 2016 with nearly 10 years of experience in financial services recruiting. He enjoys building relationships and is excited to share with advisors the advantages of independence and the many benefits of HBI’s advisor-focused culture.


* As recognized by several of the industry trade magazines (Financial Planning, InvestmentNews, Financial Advisor) that annually rank firms in the industry by revenue.

“When we were looking into H. Beck, we visited with Rich Merritt, who was very friendly and very open. He kept us abreast of the board's view of us. Jim Dresselaers was very helpful and friendly. I get the feeling we're like a family. It's a friendly culture.”

– Richard H., Pennsylvania

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