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 Geld, CFA, CFP®
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.
Danny Pereira, CFP®
Danny began his professional career as a Financial Advisor with Merrill Lynch, where he spent nearly seven years leading client relationships, creating financial plans, overseeing corporate retirement plans for business owner clients and developing new relationships. Danny then spent time at a family office, working closely and exclusively with ultra-affluent families, guiding them through their complex wealth management needs. Danny now joins HWA Financial Group, where he will be involved in every aspect of the client relationship. As part of asset management and financial planning services, he takes pride in getting to know clients at the deepest level to ensure a true understanding of their entire financial picture. From there, providing uniquely tailored guidance and advice to clients.
Danny is a Registered Investment Advisor and a Certified Financial Planner®. He earned his bachelor’s degree from Salisbury University. Danny resides in Mount Airy, MD with his wife and three kids. When he’s not working, you can find him spending time with family and friends, fishing, hunting, golfing, and doing just about anything outdoors.