CHAIRMAN OF THE BOARD
George set his financial services career in motion in 1982 in the Lancaster Dean Witter Reynolds office where he attained the level of Senior Vice President of Investments. In 1994 he opened the Lancaster office of Hazlett, Burt & Watson, Inc. and presently holds the position of Senior Executive Vice President. George is a member of the board of directors of Hazlett, Burt and Watson Inc., sister company Security National Trust Company (a single purpose, nationally chartered bank providing trust and investment management services) and is the Chairman of the Board of the holding company for these two businesses, HB&W Inc. Additionally, George is chair of the Investment Committee which has oversight for Hazlett, Burt & Watson’s equity Mutual Fund Model Portfolio. George spends most of his day providing investment counsel and managing portfolios under the Registered Investment Advisory (RIA) division of Hazlett Burt and Watson Inc. called Security Capital Management.George obtained a BS Degree in Agriculture - Resource Management and graduated Magna Cum Laude from West Virginia University in 1979. In addition, George holds current FINRA Licenses Series 7, 9, 10, 63, 65, and PA Fixed Life/Variable Life/Annuities and has completed a Senior Account Executive program at the Wharton Business School.George has been active with a number of nonprofit organizations in the Lancaster community including board of director positions with the Sertoma Club of Lancaster, St. Leo the Great School, and served a total of 13 years on the Board of Trustees at the YWCA of Lancaster finally serving as Chairman his last two years. He was honored with the Citizen of the Century Award in 2007. In addition, he has served on the Endowment Fund Committees for the YWCA of Lancaster, PA Dutch Council Boy Scouts of America, the Lancaster County Conservancy and the Fulton Theatre. In 2015, he was appointed to the West Virginia University Foundation Board of Directors whose mission is oversite of approximately $1.7 billion in permanent endowment and operating assets as well as new fund raising initiatives.
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CHIEF EXECUTIVE OFFICER
Jason Marsh is the Chairman of the Board & CEO of Hazlett Burt & Watson, Inc. In this role, he helps develop and oversee the execution of the firm’s strategic business plan. Mr. Marsh is actively involved in all areas of the firm including new talent acquisition, revenue growth, risk management, contract management and capital expenditures. He also currently serves as the Chairman of the company’s 401(k) Profit Sharing Plan Committee.
Mr. Marsh has earned his Certified Public Accountant Designation. In addition, he holds various Financial Industry licenses, including being licensed as a Financial and Investment Advisor as well as numerous Industry Management licenses in his position as a principal of Hazlett Burt & Watson, Inc.
Prior to joining Hazlett Burt & Watson, Inc. in 2004, Mr. Marsh started his professional career in corporate finance and spent four years working for a Certified Public Accounting firm. This experience provided him a broad base of knowledge in areas of corporate finance, tax preparation, planning, auditing and consulting for a variety of business entities including, sole proprietors, corporations, partnerships, Limited Liability Companies and Not-For-Profit organizations. Mr. Marsh received his Bachelor of Science degree in Business Administration, graduating Cum Laude from West Liberty State College. Outside of the office, you will find Mr. Marsh, his wife, children and grand-children enjoying their swimming pool at their Wheeling, WV home.
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EXEC. VICE PRESIDENT, CFO, CCO
Timothy is the Chief Financial Officer, Chief Compliance Officer, and Executive Vice President of Hazlett, Burt & Watson, Inc. He joined Hazlett, Burt & Watson in October 2000. His primary areas of responsibility are regulatory compliance and financial reporting oversight.
Mr. Bidwell began his professional career by with a Certified Public Accounting firm headquartered in Wheeling, WV (1992-2000) specializing in the areas of operational and financial audits of Corporate, Governmental and Non-Profit entities.
Timothy graduated from Wheeling Jesuit University, Wheeling, WV with a BS in Business Administration specializing in Accounting 1991. Timothy currently holds the following FINRA Licenses: 7, 9, 10, 14, 24, 27, 63, 65. Mr. Bidwell has also earned the Certified Public Accountant (CPA) credential. CPA’s are licensed by state Boards of Accountancy, and Mr. Bidwell was authorized to practice as a Certified Public Accountant by the West Virginia Board of Accountancy in 1997.
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EXEC. VICE PRESIDENT/DIRECTOR OF WEALTH MANAGEMENT
Mike is an Executive Vice President and Director of Wealth Management with Hazlett, Burt & Watson, Inc. He serves on the Board of Directors of Hazlett, Burt & Watson, Inc. and parent company HB&W, Inc. He is also an Investment Advisor Representative with Security Capital Management, the SEC Registered Investment Advisory division of Hazlett, Burt & Watson, Inc. Mike is part of the strategic planning and executive management team at Hazlett and supervises all aspects of the firm’s insurance division.
Mike obtained a Bachelor of Arts degree in Economics from West Virginia University in 1986 and has completed Executive Management courses at the Wharton School . In addition, Mike maintains FINRA Licenses Series 7, 24, 63, and 65 and holds Life Insurance credentials in numerous states.
He has 38 years of experience in the securities industry. In 1986, Mike started as an Account Executive with Smith Barney in Columbia, SC where he managed investment and retirement portfolios for individuals, families and businesses. In 1993, he founded and served as President of City Financial Corp, a bank affiliated broker-dealer in Charleston, WV. Mike joined Hazlett, Burt & Watson, Inc. in October 2000 as Senior Vice President and Sales Manager.
Mike is married to Sarah and they keep busy in their respective professions and cherish any time spent with their adult children. He serves; as a Trustee for St. Matthews Episcopal Church, as a Trustee for the Spurr Trust and on the Board of Directors of the Wheeling Chamber of Commerce. Mike is a Past President for the Wheeling Rotary Club and spent nine years on the Board of Directors for Elmhurst-The House of Friendship, four years as President. He supports many other local organizations and charities. He is an avid snowboarder and enjoys golfing, fishing and staying active.
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SENIOR VICE PRESIDENT/COMPLIANCE OFFICER
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SENIOR VICE PRESIDENT AND CHIEF TECHNOLOGY OFFICER
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Vice President/Director of Operations
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