Canfield, Ohio-based Hill Barth & King CPAs & Consultants (HBK) (FY14 net revenue of $51.2 million) announced the merger of Pittsburgh, Pa.-based Urish Popeck of Florida LLC (UPFL) and its wealth management business, Global Wealth Consultants, into HBK.
“We welcome Rick Swope, Jane Lamberson and Mark Matos and their team of professionals, who have been working with businesses and individuals and their families in the Naples area for more than two decades,” says HBK CEO and managing principal Christopher Allegretti. “The highly respected group has been a fixture in Southwest Florida financial services for many years.” The UPFL group of 14 professionals has moved into the HBK and HBKS Wealth Advisors offices in Naples. They have begun operating as part of HBK.
“In addition to their distinguished tradition of close personal attention to clients, Rick, Jane and their team have a proud history of active involvement with the Naples community and many of its civic and charitable causes,” says Barry Holes, PIC of HBK’s Southwest Florida operations. “We are excited to have them on board. The expanded team of professionals and resulting broadened expertise are certain to be a great benefit to all our clients.”