Expect an Expert

Renee Anderegg

Senior Associate

Gabriel Antoni CFP®

Financial Advisor

Anthony Barone AIF®

Financial Advisor

William Beale AIF®

Chief Operating Officer

Tiffany Benigni CFP®, CPFA®, AIF®

Financial Advisor

Amanda Bigley

Client Services Associate

Kevin Bove AIF®

Manager of Wealth Management

Sierra Christian

Client Service Associate

Max Cizauskas

Senior Associate

Brendon Costa AIF®

Director of Investments and Planning

John Kirkpatrick CIMA®, AIF®

Investment Research Associate

Joseph Cravotta AIF®

Manager of Institutional Services

Evan Hirsh AIF®

Relationship Manager

Arleen Hobaugh

Office Manager

Patrick McCallister AIF®

Manager of Institutional Sales

Michael Parsons CPFA®, AIF®

Internal Plan Consultant

Benjamin Rathfon CPFA®, AIF®

Financial Advisor

Diane Ritter

Senior Retirement Plan Consultant

Jack Ryan CFP®, J.D., MBA, AIF®

Financial Advisor

Chris Securcher

Senior Retirement Plan Consultant

Christopher Shaffer

Account Service Representative

Carla Ward

Administrative Assistant

Megan Warzinski AIF®

Managing Director, HB Retirement

Benjamin Wasson CFP®, MBA

Financial Advisor

Connor Wasson MBA

Client Services Associate

Craig Yochum CFP®, CPFA®, AIF®

Financial Advisor