Our Team

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.

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.

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.

• St. Paul’s United Methodist Church, Paden City, WV – Lay Leader, 1999-present
• The Paden City Lions Club, Paden City, WV – Treasurer, 1994-2021
• Greater Pittsburgh Compliance Roundtable – Member, 2015-present
• Paden City Park and Pool Commission, Paden City, WV – Member, 2005-2016

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.

Jeanne is a Senior Vice President with Hazlett, Burt & Watson, Inc. and an Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc. Jeanne M. Miller began her career in 2000 as an Investment Consultant with J.J.B. Hilliard, W.L. Lyons. While with J.J.B. Hilliard, W.L. Lyons, Ms. Miller went thru a comprehensive program concerning the varied aspects of wealth management to obtain her CWA® (Chartered Wealth Advisor) designation. In 2004 PNC Financial Services acquired J.J.B. Hilliard, W.L. Lyons where she was able to further develop her skills in managing investments and advising high net worth individuals and families as a financial consultant with PNC Investments.

Jeanne specializes in comprehensive investment and retirement income strategies for individuals and businesses. Jeanne fundamentally believes in incorporating lower expense solutions and investments that reduce portfolio volatility when possible by utilizing multiple, non-correlating asset classes.

Jeanne recognizes that risks are present in many forms and should be discussed at the outset of a client relationship and revisited during client face to face meetings. These meetings are essential to verify the client’s goals and objectives, monitor portfolio performance, and allow for tactical adjustments to portfolios in light of current market conditions. A successful investment plan is one that assumes there will always be market fluctuations and Jeanne feels her job is to help her clients understand and overcome the emotional responses that often prevent them from making sound financial decisions.

Harold B. Burech is a Financial Advisor with Hazlett, Burt & Watson, Inc. and an Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc. Mr. Burech serves as the head of the trading department, including municipal, corporate and over-the-counter securities. He has been with the firm since 1977 in an investment manager capacity.

Mr. Burech graduated from Case Western Reserve University, Cleveland, OH with a BA Economics and Political Science. Mr. Burech holds current Licenses Series 7, 24, 53, 55, 63 and 65.

Greg Marquart provides independent, objective advice to his clients as it relates to their assets. Upon a thorough review of each client’s unique financial position he prepares, implements and maintains financial solutions that help his clients meet their long-term goals and objectives. He works with individuals from all walks of life including high net worth individuals and business owners. Greg encourages his clients to bring their attorney and accountant into their financial and estate planning for comprehensive coverage of all their needs.

Greg joined Hazlett, Burt & Watson in 2004 after 20 years in the construction industry as Vice President and President of Marquart Inc. His prior experience in operating a successful business and his work with Stuart Bloch at Hazlett, Burt and Watson for over 10 years has provided Greg with a unique perspective on wealth management and addressing his client’s needs.

Greg grew up in the Wheeling area, graduated from Wheeling Central High School in 1980 and from West Virginia University in 1984 with a bachelor’s degree in Mechanical Engineering. He holds FINRA licenses 7, 66 and WV Life/Sickness and Health.

Greg has been active in our community and serves or has served on the boards of the following organizations:

• Children’s Home of Wheeling, Past President
• Ohio County Library
• Our Lady of Peace School Board, Past President
• Bricklayers Pension Fund of WV, Co-Chairman
• VNA Home Support, President
• Salvation Army of Wheeling
• Elmhurst, The House of Friendship
• Wheeling Rotary Club, Past President
• Paul and Virginia Blake Memorial Foundation

In serving his clients, Steve brings a broad overview from his prior experience in insurance, banking and brokerages to help them attain their goals. He joined Hazlett, Burt & Watson, Inc., and its subsidiary Security Capital Management, in 2001. He is currently a Senior Vice President of the firm.

A Millersville University graduate, Steve is also a veteran of the United States Navy, having served aboard the USS Saratoga (CV-60). He holds Series 6, 7, 24, 63, 65 and Pennsylvania Life and Fixed Annuities, Accident and Health, Variable Life, and Variable Annuity Licenses. In addition, Steve has earned the Chartered Financial Consultant® (ChFC®) designation. These licenses and designations require ongoing continuing professional education.

Steve uses his experience and knowledge to design an individualized plan appropriate for his client’s goals, and guides them in maintaining an appropriate asset allocation through varying market conditions. A firm believer that an educated investor is a better investor, he strives to guide his clients in understanding market fluctuations, changing economic conditions, and to maintain the focus on their long-term goals. Steve feels clients’ portfolios should be reviewed on a regular basis. Regular reviews help assure that the asset allocations are still appropriate and take into account the changes in a client’s life.

He is a former four term Treasurer of USA Fencing, Harrisburg Division. He is also the Business Manager for Lancaster Fencing Academy, a USA Fencing member club.

Steve is a former Council member for Royalton Borough in Royalton, PA. He served on the Fire and Electric Committees, and was Chairperson of the Budget and Finance Committee. He also was a delegate to the Dauphin County Tax Collection Committee.

In his free time, Steve enjoys spending time with his wife and son.

Josh is a Vice President with Hazlett, Burt & Watson, Inc. and an Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc. (10/2012-Present). Josh started his career in 2001 with United Bank, where he gained valuable business-related experience as a Branch Manager and Retail Loan Officer. In 2008, Josh joined United Brokerage Services as a financial advisor, where he continued to expand upon his expertise in the areas of financial planning and investment management.

Josh believes that long-term client relationships have a foundation based on trust, integrity and excellent service. He further believes that proper investment and financial advice can only be given when the client’s goals, needs, and risk tolerance are understood. To achieve this, Josh completes a financial evaluation with every client that focuses on their short and long-term financial goals. He then recommends a strategy that is appropriate for these objectives.

Client education is an extremely important component of any long term financial relationship. Josh prides himself on helping clients understand their investments, as well as keeping them informed on economic conditions and situations that may affect their portfolios and goals.

Josh is a true advocate of the tried and tested investment practice of asset allocation. An allocation plan that fits a client’s investment objectives, coupled with rebalancing and tactical changes when necessary, are the key ingredients to meeting and achieving long-term goals.

Josh earned his undergraduate degree in Finance from West Virginia University where he graduated Cum Laude in 2000. In addition, he completed his Master of Business Administration from Wheeling Jesuit University in 2004. He serves as a Board Member for the Ohio River Valley Council Boy Scouts of America and is also a member of the Wheeling Jesuit University Cardinal Athletic Club and Moundsville Rotary.

Walker Holloway is a Senior Vice President and Board Member of Hazlett, Burt, and Watson, and brings over a decade of investment experience. Prior to joining HBW, he was an advisor with AXA Advisors in Orlando, Florida.

His mission is to provide exceptional financial guidance to individuals, families, and small business owners alike. Walker’s collaborative and comprehensive approach focuses on analyzing his client’s unique expectations and goals through the scope of their investments, insurance, and succession plans. Finally, he believes open and clear communication is paramount to a healthy client relationship and the success of their plan.

Walker is a CERTIFIED FINANCIAL PLANNER™ Professional and adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In addition to the CFP®, he holds the Series 6, Series 7, Series 66 and Life/Health Insurance licenses.

Walker’s leadership and financial acumen has been sought after in the community by holding many board positions for local nonprofits. Over the years he has served on Oglebay Institute, United Way of the Upper Ohio Valley, Wheeling Heritage, Wheeling Rotary, and St. John’s Home for Children. His professional and charitable leadership helped him be recognized as a 2019 WV Executive Magazine “Young Gun”. In his spare time, he enjoys travel and ballroom dance.

Thomas J. Morrison is an Associate Vice President with Hazlett, Burt & Watson, Inc. and an Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc. (1996-present). Mr. Morrison encourages his clients to work with him to complete a Financial Analysis review in order to gain a more thorough understanding of their financial outlook. Having an understanding of each client’s unique situation enables Mr. Morrison to align investment recommendations with their current assets and objectives. Each client is unique, as are their risk tolerances, so each plan is designed to make recommendations tailored to adjust portfolio compositions in response to current market activities, and longer-term market trends. His practice emphasizes investment performance first. Achieving a high level of tax efficiency is also a priority. Mr. Morrison further believes strong investor education leads to peace of mind while striving to meet a client’s needs, and he believes in spending the appropriate level of time with each client to help them gain a better understanding of the markets.

Mr. Morrison is a 1981 graduate of the Ohio University College of Business in Athens, OH with a Bachelors of Business Administration Degree. In addition to the Series 7, 63 and 65 securities licenses, Mr. Morrison holds an Ohio Department of Insurance Life, Health, Variable Life and Annuities Insurance License. Mr. Morrison also currently holds Non-resident West Virginia and Pennsylvania Insurance Licenses for Life, Sickness and Health, Variable and Fixed Annuities. All of these licenses require ongoing continuing education.

Mr. Morrison is very active outside of Hazlett, Burt and Watson, Inc. and Security Capital Management. He was the Project Manager and Grant Writer for the St. Clairsville Jr. Sports Softball Field Restoration Project. This project included designing the field restoration needs, applying for a matching grant, implementing the project budget, completing a final accounting and managing the completion of the work on this very successful project. Mr. Morrison is currently an assistant travel team softball coach for the Pittsburgh Lady Road Runners and has coached many softball teams for St. Clairsville Jr. Sports, the Wheeling, WV High School Summer and Fall leagues and another travel softball team from Canton.

The following is a list of other activities:

• Past Church Administrative Board President and Committee Chairperson
• Past St. Clairsville Chamber of Commerce Board Member
• Past St. Clairsville Public Library Endowment Board Member
• Statistician for the St. Clairsville High School Softball Team

Joseph D. Hess, CFA® is a Senior Vice President and Financial Consultant in the Lancaster, PA office. Prior to joining Hazlett, Burt & Watson in January 2025, Joe spent 15 years at Vanguard in various investment-focused and leadership roles and led a team of investment professionals serving as outsourced chief investment officers for nonprofits across the northeast United States. He also served as an investment consultant, providing investment counseling and advice on topics ranging from investment policy design and portfolio construction to capital market research and performance evaluation.

Joe earned his BBA in finance and risk management from Temple University and his MBA from the Wharton School at the University of Pennsylvania. He is a CFA® charter holder, Chartered Alternative Investment Analyst (CAIA), and member of the CFA Society of Philadelphia. He holds a Certificate in Performance Measurement (CIPM) and FINRA 6, 7, 24, and 63 licenses.

He currently serves as the Investment Committee Chair for the Lancaster County Community Foundation and is a member of the Board of Trustees.

As an 11^th generation Lancastrian, Joe is humbled at the opportunity to serve members of the local community looking to steward and grow their financial resources. He enjoys staying physically active through running and cycling and mentally sharp through mentorship and reading and studying history. Joe and his wife Angela live in East Lampeter with their three children – a fourth is expected in April 2025.

Joyce is a Vice President with Hazlett, Burt & Watson, Inc. and an Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc. Joyce A. Libby began her career in 1990 with Pennsylvania National Bank in Commercial Services before transitioning her career to Fulton Financial Advisors in 2003 and PNC Bank a few years later as a Wealth Advisor. Since becoming a Certified Financial Planner® Joyce has provided financial planning services to her clients, which include both individuals and businesses.

Joyce specializes in comprehensive investment and retirement income strategies for individuals and businesses. Joyce fundamentally believes in incorporating lower expense solutions and investments that reduce portfolio volatility when possible by utilizing multiple, non-correlating asset classes.

Joyce recognizes that risks are present in many forms and should be discussed at the outset of a client relationship and revisited during client face to face meetings. These meetings are essential to verify the client’s goals and objectives, monitor portfolio performance, and allow for tactical adjustments to portfolios in light of current market conditions. A successful investment plan is one that assumes there will always be market fluctuations and Joyce feels her job is to help her clients understand and overcome the emotional responses that often prevent them from making sound financial decisions.

Lew joined Hazlett, Burt & Watson (HBW) in June of 2009. He has served as a financial advisor and branch office manager starting with Wheat, First Butcher & Singer in 1980 and most recently spent 10 years with Merrill Lynch in the same capacity prior to joining HBW.

Lew is a lifelong resident of Parkersburg WV with two Children (Matt and Brad). Lew also served in the United States Air Force and is a graduate of Marshall University with a Bachelors of Business Administration in Finance and Accounting.

Lew Currently holds the following licenses in the financial industry, Series 3 – Commodity Representative; Series 5 – Interest Rate Options; Series 7 – General Securities Representative; Series 8 – General Securities Supervisor; Series 63 – Uniform Securities State Representative; and Series 65 – Investment Advisor Representative. These licenses require ongoing and continuing professional education.

Lew is an active member of the community and is a member of the Masons Mount Olivet Lodge 3, and Nemesis Shrine, Parkersburg WV (2003 to present), President of the Shrine Motorized Unit 2011 to present. Lew is also associated with the Boy Scouts of America, Allohok Council, as Chairman of the Annual Leadership Dinner 1999, and has been a committee member from 1988 to present

Melanie is Sr. Vice President with HB&W and is a Registered Investment Advisor with Security Capital Management, a division of Hazlett, Burt & Watson, Inc.

Melanie Herbst was raised in Parkersburg, WV. She earned a Bachelors in Business Administration from West Virginia University in 2008. Then went on to earn her MBA from Murray State University. In 2014, Melanie began her career as a Financial Advisor in Texas, where she successfully managed an office for one of the largest financial firms in the U.S. In 2017, Melanie returned to Parkersburg to join Hazlett, Burt & Watson.

Melanie completed her Certified Financial Planner ™ education from Northwestern University and became certified in 2018. Melanie specializes in comprehensive investment and retirement income strategies for individuals and families. In addition to the CFP®, she holds FINRA licenses Series 7 & 63 and her Life/Health Insurance licenses.

Melanie lives in Parkersburg with her husband and three children. She is active in her community as a member of the Chamber of Commerce of the Mid-Ohio Valley, Parkersburg Rotary Club and her church.

In 2021, Shane Pamphilis joined Hazlett, Burt & Watson, Inc. as Vice President and Financial Advisor. Shane maintains Series 7, Series 66 and Life/Health Insurance licenses, certifying him as both a securities agent and an investment advisor representative. He serves clients based out of Ohio, West Virginia and Pennsylvania.

Shane utilizes a tailored approach in helping his clients meet their short-term needs and long-term financial goals. He takes pride in assessing their objectives and providing comprehensive retirement planning and investment advice personalized for each individual. He is committed to informing, evaluating risk tolerance, and assisting clients so they feel confident in their preparedness for the future.

Shane received a bachelors degree in Business Administration with a specialization in Finance, from The Fisher College of Business at The Ohio State University. After graduating, he began his career as an Insurance Broker for Insphere Insurance Solutions where he provided life, health, and disability insurance to help clients protect their financial wealth. In 2012, Shane joined PNC and gained further industry insight as he advanced through several roles in the Ohio Valley and Pittsburgh region before transitioning to Financial Advisor in 2017.

In his leisure, Shane enjoys spending time with his wife and daughter, playing softball and attending sporting events.

Matthew Herink joins Hazlett, Burt & Watson after moving back to the Ohio Valley. Matt began his career with the FDIC in Denver, Colorado, before returning to Athens, Ohio—the home of his alma mater, Ohio University. He went on to work as a financial planner, gaining valuable experience serving retirees, small business owners, and nonprofit organizations.

Matt later earned the CERTIFIED FINANCIAL PLANNER® designation after completing the rigorous education requirements set by the CFP Board and passing the comprehensive two-part, six-hour exam. Achieving this credential demonstrates his commitment to a lifelong career in financial planning and his dedication to the clients he serves.

Along with the CFP® certification, Matt holds FINRA Series 7, Series 66 Licenses and OH Life/ Health Insurance License.

Matt currently resides in Belmont County with his Golden Retriever, Pencil. When he’s not in the office, you’ll likely find him on the golf course or at the practice area working on his game.