Chris Allegretti Among Panelists Interviewed for White Paper on RIAs

HBK CPAs & Consultants' Managing Principal/Chief Executive Officer Christopher M. Allegretti & HBKS Wealth Advisors' Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab as contributors to their white paper entitled Forward Momentum: Why Elite Teams Claim Their Future as RIAs.

Read the white paper here.

About the Author(s)
Patty has worked in communications, marketing, and public relations for about 12 years. Additionally, she has served as a freelance print reporter and weekly newspaper columnist since 1995. Patricia has a Bachelor of Arts degree in Speech Communication and a Masters Certificate in Public Writing and Editing from Youngstown State University. She is a blogger and avid volunteer for both the American Heart Association and Salvation Army. Patricia is very involved with the charitable and community initiatives driven through her home parish of St. Christine Catholic Church. She makes her home in Boardman, Ohio with her husband Kerry and their son Kyle.