Security Capital Management

Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 25 years of industry experience. She has been with the firm since 2014 and holds a Series 66 designation. Hazlett, Burt & Watson, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process that emphasizes asset allocation modeling and ongoing monitoring, offering both discretionary and non-discretionary asset management alongside a range of financial planning services.

Marilynn Echols is a financial advisor at Hazlett, Burt & Watson, Inc. with 50 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hazlett, Burt & Watson since 1971. Echols also serves as Vice President and a member of the board of directors for HB&W, Inc., the holding company owning Hazlett, Burt & Watson, where she oversees bookkeeping and records. Hazlett, Burt & Watson, through its division Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers a range of account types and advisory services across traditional and alternative asset classes.

Shane Pamphilis is a financial advisor with Hazlett, Burt & Watson, Inc. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Hazlett, Burt & Watson in 2021, he worked at PNC Investments and PNC Bank. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an investment approach focused on asset allocation informed by economic forecasting and third-party research, offering a range of portfolio options and integrating brokerage, insurance, and trust services.

Gregory Marquart is a financial advisor at Hazlett, Burt & Watson, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with the firm since 2004. Outside of his advisory role, Marquart serves as a trust advisor for the Paul & Virginia Blake Memorial Foundation, which supports Catholic charities and other community programs. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by third-party research and offers both discretionary and non-discretionary account management across a range of asset classes.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Jason Marsh is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Hazlett, Burt & Watson since 2004. Security Capital Management, a division of Hazlett, Burt & Watson, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account options.

George Weaver is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of traditional and alternative asset classes.

Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.

Michael Barickman is a financial advisor at Hazlett, Burt & Watson, Inc. with 38 years of industry experience. He has been with Hazlett, Burt & Watson since 2000. Barickman holds Series 63 and Series 65 designations. Hazlett, Burt & Watson's division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and manages over $1.19 billion in assets.

William Paras is a financial advisor at Hazlett, Burt & Watson, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Hazlett, Burt & Watson since 2007. Paras also serves as Vice President and Portfolio Manager at Security National Trust Co., where he has worked since 2004. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation modeling and ongoing monitoring across traditional and alternative asset classes, and it offers both discretionary and non-discretionary account programs.

Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.

Joyce Libby is a CFP® professional with 22 years of industry experience. She has worked at Hazlett, Burt & Watson, Inc. since 2019, following prior roles at LPL Financial LLC and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett, Burt & Watson, Inc. that provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and various types of organizations. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of traditional and alternative asset classes.

Walker Holloway is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He has been with Hazlett, Burt & Watson, Inc. since 2013. Hazlett, Burt & Watson’s Security Capital Management division provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows a documented investment process focused on asset allocation across traditional and alternative asset classes, offering both discretionary and non-discretionary account programs.

Harold Burech is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 designations and with 48 years of industry experience. He has been with Hazlett, Burt & Watson since 1977. He is part of Security Capital Management, a division of Hazlett, Burt & Watson, which provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $1.39 billion for about 2,357 clients and offers both asset management and wrap-fee programs, utilizing a defined investment management cycle and a diversified approach including mutual funds, ETFs, equities, fixed income, and alternative asset classes.

Matthew Herink is a financial advisor at Hazlett, Burt & Watson, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at LexAurum Advisors, Carpenter & Associates, and Brokers International Financial Services. Outside of finance, he has experience in the wine industry with Good Mansion Wines and in the golf sector with Bill Casper Golf. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account programs.