Rick Speicher, CFP®
Founder/Senior Financial Planner
It has been my passion since high school to enter the financial field as a personal financial professional. After graduating from Conrad Weiser in 1980, I decided to attend college at Penn State University to pursue my goal of running my own financial planning practice. I graduated from Penn State in 1984 with a BS in Finance and, in 1986, earned my CERTIFIED FINANCIAL PLANNER® certification. My goal was realized in 1990 when I began Berks Financial.
After years of helping clients achieve their financial goals, I'm proud to see Berks Financial grow and evolve as a family-run business. I've been able to expand the business beyond Berks County to a second location in Florida. Just as we have helped generations of families, I'm confident that Berks Financial will also be around for generations.
Rick Speicher is proud to have been recognized as a Founder’s Club advisor for 2024—a distinction based on annual production that places him among the top 32 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Skylar (Speicher) Hoffmaster, CFP®
Financial Planning Associate
I've been part of Berks Financial since 2015 and am proud to work alongside my father, Rick Speicher, CFP®, as part of a father-daughter planning team. Together, we help individuals and families feel confident about their financial future.
Before joining the firm, I graduated from the Fashion Institute of Technology in NYC with a B.S. in Production Management in Apparel. After working in the garment district for two years, I realized that wasn't the path I wanted to follow. Finance had always interested me, so when Rick offered me the chance to learn the business, I knew it was an opportunity I couldn't pass up.
Over the years, I've earned my securities registrations (Series 6, 63, 65, and 7) and my life insurance license. In 2024, I proudly achieved my CERTIFIED FINANCIAL PLANNER® certification.
Outside the office, I'm happiest spending time with my husband, Justin, and our son, Hendrik—along with two dogs and a flock of chickens that add plenty of fun to the mix. Whether enjoying simple moments at home or exploring the community, I believe balance is key—both in life and in financial planning.
Heidi Zerbe
Administrative Assistant
I’ve been working for Rick since August 1999. What I enjoy most about my work at Berks Financial is the relationships I’ve developed with our clients. I strive to give our clients one-to-one service they can rely on when they call our office.
Along with my husband of 29 years, I enjoy camping and have visited many states, making lasting friendships. We enjoy our children and grandchildren and all the fun things a family does together. Travel and family keep us very busy in a good way.
Logan Speicher
Marketing Coordinator
I joined Berks Financial in 2025 as the firm’s first dedicated Marketing Coordinator, bringing six years of graphic design experience in the financial services industry. I graduated from Drexel University in 2020 with a B.S. in Graphic Design, and I began my professional design career in the financial field while still completing my degree. My experience spans print and digital work, including brochures and flyers for financial professionals, sponsorship and publication ads, social media graphics, email and web assets, photo-retouching, and custom patterns.
At Berks Financial, my focus is on modernizing and elevating our brand. I’m developing a refreshed branding system, collaborating with our web developers on our new website, coordinating with print vendors, and creating materials such as invitations and cards. As we expand our marketing efforts, I’ll also be designing future social media and email graphics. In addition to design, I support the team with general technology needs and am overseeing upgrades to our conference room.
Outside of work, I love staying creative—tie-dying, making handmade cards, and crafting memes and video edits for my friends and family. I enjoy taking the backroads in my Jeep Wrangler and spending time with my two cats, Ruby and Rambo, who proudly know five tricks. I truly believe that laughter makes life better.
