Our Qualifications

 Partners

Barbara B. Hudock - CIMA^®, Managing Principal, Founding Partner - With over thirty-four years of financial services experience, Barbara is Managing Principal and Founding Partner of Hudock Moyer Wealth Management (HMWM). The prestigious Barron’s Magazine's ranked Barbara's team 12th in the State of Pennsylvania in the Top 1000 Advisors¹ ranked by state listing (February 8th, 2009 issue).She has also been included in the Barron's Top 100 Women's List² each year since its inception (2006-2009) as well as the Barron's Top 100 Independent Advisors³ ranking.   Barbara is a 2007 recipient of the "Wachovia Way Award" "which recognized Barbara's extraordinary personal and professional achievements and her continuing dedication to the quality of life for her family, friends, clients, and community." She was named in Registered Rep's Top 100 Independent Advisors in America in the August 2009 issue ranking as #39 in the country.  She is a Premier Advisor⁴  for Wells Fargo Advisors Financial Network and holds the professional designation of Certified Investment Management Analyst (CIMA).  She is a 2007 graduate of the Securities Industry Institute -- one of the industry's premier education programs and a joint effort of Wharton Business School faculty and the Securities Industry Association (SIA). A member of the Financial Planning Association and the Investment Management Consulting Association, she is actively involved in both giving and receiving continuing education for the betterment of her practice and the financial industry. Her most recent educational experience was attending the "Point & Figure Institute" presented by Dorsey Wright (August, 2009). She is often invited to present at industry conferences. Hudock Moyer Wealth Management was named one of the 85 Forbes 2007 Small Business Enterprise Award recipients at a ceremony at Lincoln Center in NYC. 

Before establishing HMWM, Barbara worked as a Financial Advisor for Merrill Lynch Private Client Group. She rose to become a First Vice President and was an instructor of financial planning for five years at their Princeton professional development center.  Barbara and her team were profiled in The Winner's Circle V; Wealth Management Insights from America's Best Financial Advisory Teams by R.J. Shook.  Barbara was profiled in The Trust Equation by Steven Drozdeck and Lyn Fisher and the HMWM team was profiled in Wealth Management Teams: The Investor’s Guide to Evaluating and Selecting the Best Alliance of Financial Pros by Sydney LeBlanc and Lyn Fisher. 

Jason J. Moyer - CFP^®, Branch Manager, Founding Partner - Jason is a partner of Hudock Moyer Wealth Management, serves as Branch Manager and is Managing Director of the practice's Investment Committee.   He specializes in portfolio management and estate planning. Jason was with Merrill Lynch Private Client Group for five years before helping to establish Hudock Moyer Wealth Management. He holds Series 7, 9, 10 and 24 securities registrations, and is a CERTIFIED FINANCIAL PLANNER™ certificant. A Williamsport native, Jason has served on the boards of several local non-profit organizations, including The Community Arts Center, Williamsport Chamber Choir and Orchestra, Williamsport Symphony Orchestra, Williamsport Community Convert Association and the Community Theater League and is actively involved with other charitable organizations in the area. Jason graduated as salutatorian of the Lycoming College class of 1992 with a bachelor’s degree in three majors. He also attended the Divinity School of Duke University.

Michael J. Hudock Jr. - Partner, Wealth Consultant - Michael is a Partner and Wealth Management Consultant with Hudock Moyer Wealth Management, focusing on helping clients assess life goals and build portfolios around those goals. Before joining the firm in 2003, Michael was employed by Wells Fargo Bank in Atlanta, GA as a Credit Manager in the South Eastern Region, where he consistently ranked in the top three out of two hundred and fifty employees for both his performance and the addition of loans to the bank.  Michael maintains a strong focus on philanthropic efforts for our community, raising over $5,000 for the American Cancer Society in 2005 and over $7,000 for the James V. Brown Library’s new Children’s Addition in 2006, and over $8,000 for The Gatehouse (Hospice) in 2007 through the Hudock Moyer Charity Classic Annual Golf Tournament.  Among his activities in the Williamsport community, an active volunteer for the Susquehanna Health System, a director on the West Branch School Board and a member of John F. Laedlein Lodge Number 707 of the Ancient Accepted Scottish Rite.  He has created a scholarship at West Branch School for children called the Hudock Scholarship Fund and is a supporting member of the University of Alabama Alumni Association. Michael resides in Cogan Station, PA where he is a proud husband and father to his wife Lyneah and son Michael Joseph.

 Staff Members

Wayne L. Dieffenderfer - Wealth Consultant, IT Coordinator - A member of the Hudock Moyer Wealth Management (HMWM) Investment Committee, Wayne focuses on retirement plans, annuities and life insurance needs as well as on-line access for clients. He also serves as our information technology specialist. He holds a Series 7 securities registration and is licensed to sell life and health insurance products. He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ certification program. Wayne is a 1999 cum laude graduate of Lycoming College with a B.A. degree in business administration and a double major in finance and managerial economics.

Deanna L. Gephart - CFP^®, Operations Manager, Wealth Consultant - Dee has over twenty-four years experience in the financial services industry. She was also a longtime Merrill Lynch employee and helped establish Hudock Moyer Wealth Management. Dee focuses on firm operations, assists with compliance issues and services client accounts. She holds the Series 7 securities registration as well as a PA Life and Health Insurance License and is a CERTIFIED FINANCIAL PLANNER™ certificant. Dee and her husband live in Jersey Shore, PA and are avid golfers.  Dee volunteers for the James V. Brown library and the Williamsport Chapter of Habitat for Humanity.

Barbara L. Jennings - CFP^®, Wealth Consultant - Barbara brings over 24 years of financial services experience to Hudock Moyer Wealth Management. She holds the Series 7 securities registration and is a CERTIFIED FINANCIAL PLANNER™ certificant. Prior to joining Hudock Moyer Wealth Management, Barbara was the Wealth Management Specialist in South Jersey for Fulton Financial Advisors. Prior to Fulton, she was also with Merrill Lynch for over 10 years. She was the National Marketing Manager for financial planning for 4 years before earning a position as one of two National Training Managers for Merrill’s 15,000 financial consultants. Her final position at Merrill was with the Family Office Group, serving clients with a minimum net worth of $100 million. Barbara has a Bachelor’s degree from the University of Houston and a Masters degree from Sam Houston State University. Barbara will be working with and helping to grow Hudock Moyer’s presence in the New Jersey/Philadelphia area, and is proud to be a volunteer with the Mercer County Wildlife Rehabilitation Center and the St. Joseph Carpenter Society refurbishing homes for low-income families.

Victoria A. Bartlow - Wealth Consultant -  Vicky brings over twenty years of financial services experience to Hudock Moyer Wealth Management. She holds Series 7 & 63 security registrations as well as a Pennsylvania Life, Health & Fixed Annuity license. Prior to joining Hudock Moyer Wealth Management, Vicky was Vice-President & Trust Officer with First Columbia Bank & Trust Co. in Bloomsburg, PA specializing in Retirement and Estate Planning.  Having graduated with a Bachelors degree from Bloomsburg University, Vicky also has certificates from the Pennsylvania Bankers Association Central Atlantic School of Trust and the American Bankers Association National Graduate School of Trust.   Vicky serves on the Bloomsburg University College of Business Advisory Board as well as the Curriculum Advisory Board for the Department of Finance. She has also served on the Search Committee for the College of Business Dean.   Vicky is Treasurer and Trustee for the Columbia Child Development Program, a non-profit agency serving children in Columbia and Sullivan counties with Head Start, Day Care and Child Information Services. She also serves as Chairperson for the Budget & Finance Committee as well as several other Committees in the program. Vicky is also a member of the Susquehanna Estate Planning Council.  Vicky resides in Muncy, PA with her husband Kevin and enjoys the outdoors with horseback riding, fishing and hiking.

H. Joseph Moyer, III - Registered Associate - Joe began his career at HMWM in 2003 as an intern, and is a graduate of  Lycoming College, majoring in philosophy with a minor in Economics. Along with serving as Administrative Assistant at Hudock Moyer, Joe assists in the preparation of investment planning and asset allocation reports, and holds Series 7 and 66 securities registrations. Joe is originally from Jersey Shore, PA, but now resides in Williamsport and was a member of the Lycoming College Concert Choir and the vice president of the Lycoming College Investment Club. 

C. Jane Hawkins - Coordinator of First and Lasting Impressions - Jane was employed by Merrill Lynch for twenty-eight years before she joined HMWM. Jane is responsible for greeting clients who visit our office and is the ever-pleasant voice you hear when you phone our office. She is the coordinator of first and lasting impressions. Jane is originally from South Williamsport. She serves on the Board of Advisors of the local Chapter of CASA. CASA is the Court Appointed Special Advocates for children in the Court system.

Holly L. Tagliaferri - Communications Specialist - Holly is our Communications Specialist and is responsible for preparing for and scheduling all appointments as well as seminars and educational events. Holly also maintains our computer database and handles other detail work as needed. She has worked in the insurance and annuity business for 29 years prior to joining HMWM.  Holly is very customer service oriented and enjoys working with people. She has completed three sessions of the Life Office Management Association series (LOMA). She is a member of the Veterans association with her previous employer and served as secretary of the Central Pennsylvania Chapter for a year.

Cheryl K. Appleton - Administrative Assistant - With over 20 years of experience in human resources, Cheryl became a full-time Administrative Assistant at Hudock Moyer Wealth Management in April 2007.   Her principal duties include processing client deposits, account opening and maintenance as well assisting the wealth consultants in our office. She lives in Loyalsock and is active in her church and Community Theatre League, both on-stage and behind the scenes and volunteers for a variety of other charitable and non-profit community organizations.

Marcia J. Pauling - Client Service Associate - Marcia comes to us with over 20 years experience in the financial industry.  In past positions she has served as both an operations manager and a financial consultant, and most recently as the Pennsylvania Representative for a mortgage company.  She is currently studying to renew her Series 7 securities registration.  Marcia lives in Elimsport with her husband Allan and is very active in her church and her local community.  Marcia's three sons are all very involved with college and local sports teams and she is their biggest fan.  She travels to as many games as she can, often putting her skills to use acting as official bookkeeper!

Trina N. Stewart - Client Service Associate - Trina started at Hudock Moyer Wealth Management in August of 2008.  She has a Bachelor of Science degree in Human Resource Management from Messiah College.  Trina has worked in both Human Resources at a manufacturing plant and as an Administrative Assistant in the Guidance Office of her high school alma mater.  She is grateful for the on-going learning opportunities she is experiencing in the financial industry. Trina is originally from Southeastern Pennsylvania but now lives outside of Hughesville with her husband, Bill.  She is active in her church and on-stage at the Community Theater League.  Trina also enjoys reading, singing, and playing games with family and friends.

     
Christina J. Cline - Administrative Assistant - Christina began her career at Hudock Moyer Wealth Management in February 2009 serving as an Administrative Assistant. She assists in printing reports, preparing files for appointments, document filing, answering phones, inputting data and any other tasks that may need completed. Christina is looking forward to all of the learning opportunities that she is experiencing in the financial industry. Prior to joining the Hudock Moyer team Christina was a real estate agent with Century 21 for over 7 years receiving numerous awards for outstanding sales, listings, and quality service. Christina also held an Accredited Buyer Representative designation. Christina is originally from Muncy. She now resides in Montoursville with her husband Eric and son Jay.

Shelley S. Whitnack - Registered Associate - Joining Hudock Moyer Wealth Management in April 2009, Shelley has over 10 years of financial services experience, holds a Series 7 and 65 securities registrations, and is licensed to sell life and health insurance in PA. She has also enrolled in the Certified Financial Planner^TM  certification program, and has been actively involved in the National Association of Insurance and Financial Advisors as a member since 2000. A native of Williamsport and 1993 graduate of Philadelphia Biblical University, Shelley recently moved back to Pennsylvania after living and working in Oregon for 15 years. She is happy to be home and enjoys being close to family. As a violist, Shelley is also looking forward to getting involved in the local musical community, and rediscovering her old “neighborhood.”

¹The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.

² Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

³ The rankings, as identified by Barron's Winner’s Circle, reflect each adviser's assets under management, his or her contribution to the firm's revenues and profits, and indications of service quality.  Assets managed for institutions are not counted toward the score. Many of the top independent advisers head up firms, but their scores are based on assets in accounts that they oversee themselves. Investment performance isn't a criterion, because many advisers don't have audited track records.

⁴ The Premier Advisors designation is held by a select group of Financial Advisors within Wachovia Securities Financial Network and reflects a high level of professional achievement based on many factors including production.