Director
Phone: 412-261-3333 x401
Email: [email protected]
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®
Brendon P. Costa, AIF®
Sales Manager
Phone: 412-261-3333 x405
Email: [email protected]
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
Phone: 412-261-3333 x404
Email: [email protected]
Experience in: Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Fiduciary
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.
Kevin Bove, AIF®
Financial Advisor
Phone: 412-261-3333 
x412
Email: [email protected]
Experience in: Retirement Services, Wealth Management, Education Specialist
William E. Ferguson, AIF®
Financial Advisor
Phone: 412-261-3333 x414
Email: [email protected]
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
Phone: 412-261-3333 x413
Email: [email protected]
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
Phone: 412-261-3333 x415
Email: [email protected]
Experience in: Administrative support associated with Investment Analysis, Portfolio Construction, Plan Lineup Construction, Retirement Plan Design Assistance
Max V. Cizauskas
Senior Associate
Phone: 412-261-3333 x407
Email: [email protected]
Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support
Amanda Benner
Client Services Associate
Phone: 412-261-3333 x417
Email: [email protected]
Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support
Arleen E. Hobaugh
Office Assistant
Phone: 412-261-3333 x239
Email: [email protected]
Experience in: Marketing, Meeting Planning, Administrative Support
Benjamin Rathfon, AIF®
Financial Advisor
Phone: 412-261-3333 x406
Email: [email protected]
Experience in: Financial Planning, Retiree Income Planning, Life Insurance, Investor Education, Wealth Management, Retirement Plan Analysis
Christopher DeAndrea, AIF®, CPFA®
Retirement Plan Consultant
Phone: 412-261-3333 x402
Email: [email protected]
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
Phone: 412-261-3333 x422
Email: [email protected]
Experience in: Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary
Craig Yochum, CFP®, AIF®
Financial Advisor
Phone: 412-261-3333 x419
Email: [email protected]
Experience in: Comprehensive Financial Planning, Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis
Renee Anderegg
Senior Associate
Phone: 412-261-3333 x418
Email: [email protected]
Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support
Jack Ryan, JD, MBA, AIF®
Financial Advisor
Phone: 412-261-3333 x421
Email: [email protected]
Experience in: Retirement Plan Administration and Implementation Support, Assisting Plan Participants, Investment Analysis, Estate Planning
Patrick R. McCallister, AIF®
Retirement Plan Consultant
Phone: 412-261-3333 x423
Email: [email protected]
Experience in: Fiduciary and Communication Services for Retirement Plan Sponsors of Defined Contribution, Defined Benefit and Nonqualified Plans.
Anthony Barone, AIF®
Financial Advisor
Phone: 412-261-3333 x420
Email: [email protected]
Experience in: Retirement Services, Wealth Management, Education Specialist
Tiffany M. Benigni, CFP®, AIF®
Financial Advisor
Phone: 412-261-3333 x431
Email: [email protected]
Experience in: All aspects of Financial Planning, Investor Education, Wealth Management
Carla Ward
Administrative Assistant
Phone: 412-261-3333 x408
Email: [email protected]
Experience in: Client and administrative support with insurance and retirement plans.
Stephen Margaria
Associate
Phone: 412-261-3333 x306
Email: [email protected]
Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support
Joseph Cravotta, AIF®
Joe Cravotta, AIF®
Retirement Plan Consultant
Phone: 412-261-3333 x354
Email: [email protected]
Experience in: Retirement Plan Design Analysis, Retirement Benefit Benchmarking, Financial Wellness Program Implementations, Vendor Searches and Fee Analysis, Employee Education and Participant Readiness Strategies, Investment and Fiduciary Support
Marc Zabicki, CFA®
Chief Investment Officer
Phone: 412-261-3333 x430
Email: [email protected]
Experience in: Global Financial Asset Allocation, Portfolio Management, Global Financial Market Strategy and Macro-Economic Research, Defined Contribution Plan Lineup Design Assistance, Manager Research
Benjamin Wasson, MBA
Financial Advisor
Phone: 412-261-3333 x416
Email: [email protected]
Experience in: Financial Planning, Financial Wellness Implementation Assistance, Client Support, Assisting Plan Participants, Distribution Assistance Support, Administrative Support
Andy Cooper, AIF®, CPC
Phone: 412-261-3333 x352
Email: [email protected]
Experience in: Retirement Plan Design Assistance and Education, Retirement Plan Compliance Assistance and Education, Plan Sponsor Education and Investment Fiduciary
Address
920 Fort Duquesne BoulevardPittsburgh, PA
15222
