Experience in:
Corporate Retirement Plans, Fiduciary Liability Support, Plan Sponsor Education and Fiduciary Training, Retirement Plan Vendor Searches, Vendor Benchmarking
Contact
William Beale
412.261.3333
412.261.3332
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
William B. Beale, AIF®
Director, Defined Contribution Retirement Plans
412-261-3333 x401
412-904-6743
Brendon P. Costa, AIF®
Sales Manager
412-261-3333 x405
412-904-6734
Experience in:
Income Planning for Retirees, Alternative Income Strategies, Participant Education, Mutual Funds, Succession Planning, Deferred Compensation, Life Insurance, ‘Key Man’ Protection
Megan M. Warzinski, AIF®
Manager of Consulting Services
412-261-3333 x404
412-904-6788
Megan M. Warzinski, AIF®
Manager of Consulting Services
[email protected]
T: 412-261-3333 x404
F: 412-904-6788
Nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.
Experience in:
Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Fiduciary
Kevin Bove, AIF®
Financial Advisor
412-261-3333 x412
412-566-4312
Experience in:
Retirement Services, Wealth Management, Education Specialist
William E. Ferguson, AIF®
Financial Advisor
412-261-3333 x414
412-566-4314
Experience in:
Individual Wealth Management, Income Need Analysis, Alternative Income Strategies, Participant Education, Non-Profit Retirement Plans, TIAA-CREF Retirement Plans
Evan Hirsh, AIF®
Relationship Manager
412-261-3333 x413
412-566-4313
Experience in:
Administration support associated with Retirement Plan Design Assistance, 403(b) Regulations, Non-Profits, Retirement Plan Vendor Searches, Vendor Benchmarking, Investment Due Diligence, Investment Fiduciary Support
John M. Kirkpatrick, CIMA®, AIF®
Investment Research Associate
412-261-3333 x415
412-566-4315
John M. Kirkpatrick, CIMA®, AIF®
Investment Research Associate
[email protected]
T: 412-261-3333 x415
F: 412-566-4315
Experience in:
Administrative support associated with Investment Analysis, Portfolio Construction, Plan Lineup Construction, Retirement Plan Design Assistance
Max V. Cizauskas
Senior Associate
412-261-3333 x407
412-904-6759
Experience in:
Participant Questions, Distribution Assistance, Client Support, Administrative Support
Amanda Benner
Client Services Associate
412-261-3333 x417
412-566-4317
Experience in:
Participant Questions, Distribution Assistance, Client Support, Administrative Support
Arleen E. Hobaugh
Office Assistant
412-261-3333 x239
412-904-6739
Experience in:
Marketing, Meeting Planning, Administrative Support
Benjamin Rathfon, AIF®
Financial Advisor
412-261-3333 x406
412-904-6771
Experience in:
Financial Planning, Retiree Income Planning, Life Insurance, Investor Education, Wealth Management, Retirement Plan Analysis
Christopher DeAndrea, AIF®, CPFA®
Retirement Plan Consultant
412-261-3333 x402
412-904-6731
Christopher DeAndrea, AIF®, CPFA®
Retirement Plan Consultant
[email protected]
T: 412-261-3333 x402
F: 412-904-6731
Experience in:
Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary
Brian Stout, AIF®, CRPS®
Retirement Plan Consultant
412-261-3333 x422
412-566-4324
Brian Stout, AIF®, CRPS®
Retirement Plan Consultant
[email protected]
T: 412-261-3333 x422
F: 412-566-4324
Experience in:
Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary
Craig Yochum, AIF®
Financial Advisor
412-261-3333 x419
412-566-4319
Experience in:
Comprehensive Financial Planning, Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis
Renee Anderegg
Senior Associate
412-261-3333 x418
412-566-4318
Experience in:
Participant Questions, Distribution Assistance, Client Support, Administrative Support
Jack Ryan, JD, MBA, AIF®
Financial Advisor
412-261-3333 x421
412-566-4323
Experience in:
Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis, Estate Planning
Patrick R. McCallister, AIF®
Retirement Plan Consultant
412-261-3333 x423
412-566-4328
Patrick R. McCallister, AIF®
Retirement Plan Consultant
[email protected]
T: 412-261-3333 x423
F: 412-566-4328
Experience in:
Fiduciary and Communication Services for Retirement Plan Sponsors of Defined Contribution, Defined Benefit and Nonqualified Plans.
Anthony Barone, AIF®
Financial Advisor
412-261-3333 x420
412-566-4320
Experience in:
Retirement Services, Wealth Management, Education Specialist
Tiffany M. Benigni, CFP®, AIF®
Financial Advisor
412-261-3333 x431
412-566-4300
Tiffany M. Benigni, CFP®, AIF®
Financial Advisor
[email protected]
T: 412-261-3333 x431
F: 412-566-4300
Experience in:
All aspects of Financial Planning, Investor Education, Wealth Management
Carla Ward
Administrative Assistant
412-261-3333 x408
412-904-6785
Experience in:
Client and administrative support with insurance and retirement plans.
Address
920 Fort Duquesne BoulevardPittsburgh, PA
15222
