3448 Ellicott Center Drive
Phil started his professional career working four years in public accounting. After leaving public accounting, he worked at Legg Mason Wood Walker providing financial planning services to high net worth clients. He helped found Huber, Weakland & Associates, Inc. in 1999 (dba HWA Financial Group) and now serves as the company President. He provides asset management, portfolio consulting and financial planning services.
Phil is a Registered Investment Adviser, Certified Public Accountant and Certified Financial Planner®. He served as the Chairman of both the Finance and Investment Committees at Mount Saint Joseph High School in Baltimore, Maryland. Phil now serves as a member of the Investment Committee. Phil has a B.A. degree from Loyola College. Phil is a member of The American Institute of CPAs (AICPA), Maryland Associates of CPAs (MACPA) and the Financial Planning Association.
JR has over a decade of financial services industry experience. Prior to joining HWA Financial Group, JR served as a Relationship Strategist as part of the PNC Wealth Management team. As part of the team, he served as the primary contact for his clients. At HWA Financial Group, JR is involved in all aspects of a client relationship. He provides asset management, portfolio consulting, and financial planning services, looking at each client's financial situation to provide customized solutions to help clients achieve their financial goals.
JR is a Registered Investment Adviser, Chartered Financial Analyst and a Certified Financial Planner®. He earned a Master of Business Administration in Finance from Hood College and a Bachelor Degree from Maryville College. JR is a member of the Baltimore Chartered Financial Analyst Society.