Contact

William Beale

Phone: 412.261.3333

Fax: 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

William B. Beale, AIF^®

Director, Defined Contribution Retirement Plans
T: 412-261-3333 x401
F: 412-904-6743

Experience in:

Corporate Retirement Plans, Fiduciary Liability Support, Plan Sponsor Education and Fiduciary Training, Retirement Plan Vendor Searches, Vendor Benchmarking

Brendon P. Costa

Brendon P. Costa, AIF^®

Sales Manager
T: 412-261-3333 x405
F: 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

Megan M. Warzinski, AIF^®

Manager of Consulting Services
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

Kevin Bove, AIF^®

Financial Advisor
T: 412-261-3333 x412
F: 412-566-4312

Experience in:

Retirement Services, Wealth Management, Education Specialist

William E. Ferguson

Financial Advisor
T: 412-261-3333 x414
F: 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

Evan Hirsh, AIF^®

T: 412-261-3333 x413
F: 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

John M. Kirkpatrick, AIF^®

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
T: 412-261-3333 x407
F: 412-904-6759

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Amanda Benner

Client Services Associate
T: 412-261-3333 x417
F: 412-566-4317

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Arleen E. Szczypinski

Office Assistant
T: 412-261-3333 x239
F: 412-904-6739

Experience in:

Marketing, Meeting Planning, Administrative Support

Benjamin Rathfon

Financial Advisor
T: 412-261-3333 x406
F: 412-904-6771

Experience in:

Financial Planning, Retiree Income Planning, Life Insurance, Investor Education, Wealth Management, Retirement Plan Analysis

Christopher DeAndrea, AIF, CPFA

Christopher DeAndrea, AIF^®, CPFA^®

Retirement Plan Consultant
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

Brian Stout, AIF^®, CRPS^®

Retirement Plan Consultant
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

Craig T. Yochum

Financial Advisor
T: 412-261-3333 x419
F: 412-566-4319

Experience in:

Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis

Renee Anderegg

Senior Associate
T: 412-261-3333 x418
F: 412-566-4318

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Jack Ryan

Financial Advisor
T: 412-261-3333 x421
F: 412-566-4323

Experience in:

Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis, Estate Planning

Patrick R. McCallister

Patrick R. McCallister, AIF^®

Retirement Plan Consultant
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

Anthony J. Barone

Financial Advisor
T: 412-261-3333 x420
F: 412-566-4320

Experience in:

Retirement Services, Wealth Management, Education Specialist

Tiffany M. Benigni, CFP

Tiffany M. Benigni, CFP^®

Financial Advisor
T: 412-261-3333 x431
F: 412-566-4300

Experience in:

All aspects of Financial Planning, Investor Education, Wealth Management

Carla Ward

Carla Ward

Administrative Assistant
T: 412-261-3333 x408
F: 412-904-6785

Experience in:

Client and administrative support with insurance and retirement plans.

Address

920 Fort Duquesne Boulevard
Pittsburgh, PA
15222

You are here

Contact

William Beale

William B. Beale, AIF

William B. Beale, AIF®

Experience in:

Corporate Retirement Plans, Fiduciary Liability Support, Plan Sponsor Education and Fiduciary Training, Retirement Plan Vendor Searches, Vendor Benchmarking

Brendon P. Costa

Brendon P. Costa, AIF®

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

Megan M. Warzinski, AIF®

Experience in:

Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Fiduciary

Kevin Bove

Kevin Bove, AIF®

Experience in:

Retirement Services, Wealth Management, Education Specialist

William E. Ferguson

William E. Ferguson

Experience in:

Individual Wealth Management, Income Need Analysis, Alternative Income Strategies, Participant Education, Non-Profit Retirement Plans, TIAA-CREF Retirement Plans

Evan Hirsh

Evan Hirsh, AIF®

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

John M. Kirkpatrick, AIF®

Experience in:

Administrative support associated with Investment Analysis, Portfolio Construction, Plan Lineup Construction, Retirement Plan Design Assistance

Max V. Cizauskas

Max V. Cizauskas

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Amanda Benner

Amanda Benner

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Arleen E. Szczypinski

Arleen E. Szczypinski

Experience in:

Marketing, Meeting Planning, Administrative Support

Benjamin Rathfon

Benjamin Rathfon

Experience in:

Financial Planning, Retiree Income Planning, Life Insurance, Investor Education, Wealth Management, Retirement Plan Analysis

Christopher DeAndrea, AIF, CPFA

Christopher DeAndrea, AIF®, CPFA®

Experience in:

Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary

Brian Stout, AIF, CRPS

Brian Stout, AIF®, CRPS®

Experience in:

Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary

Craig Yochum

Craig T. Yochum

Experience in:

Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis

Renee Anderegg

Renee Anderegg

Experience in:

Participant Questions, Distribution Assistance, Client Support, Administrative Support

Jack Ryan

Jack Ryan

Experience in:

Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis, Estate Planning

Patrick R. McCallister

Patrick R. McCallister, AIF®

Fiduciary and Communication Services for Retirement Plan Sponsors of Defined Contribution, Defined Benefit and Nonqualified Plans.

Anthony Barone

Anthony J. Barone

Experience in:

Retirement Services, Wealth Management, Education Specialist

Tiffany M. Benigni, CFP

Tiffany M. Benigni, CFP®

All aspects of Financial Planning, Investor Education, Wealth Management

Carla Ward

Carla Ward

Experience in:

William B. Beale, AIF^®

Brendon P. Costa, AIF^®

Megan M. Warzinski, AIF^®

Kevin Bove, AIF^®

Evan Hirsh, AIF^®

John M. Kirkpatrick, AIF^®

Christopher DeAndrea, AIF^®, CPFA^®

Brian Stout, AIF^®, CRPS^®

Patrick R. McCallister, AIF^®

Tiffany M. Benigni, CFP^®