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Contact

William Beale

412.261.3333
412.535.5569
[email protected]

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.


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William B. Beale, AIF®

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

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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

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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.

 

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Kevin Bove, AIF®

Financial Advisor

Phone: 412-261-3333  x412

Email: [email protected]

Experience in: Retirement Services, Wealth Management, Education Specialist

 

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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

 

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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

 

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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

 

 

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Max V. Cizauskas

Senior Associate

Phone: 412-261-3333  x407

Email: [email protected]

Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support

 

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Amanda Benner

Client Services Associate

Phone: 412-261-3333  x417

Email: [email protected]

Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support

 

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Arleen E. Hobaugh

Office Assistant

Phone: 412-261-3333  x239​

Email: [email protected]

Experience in: Marketing, Meeting Planning, Administrative Support

 

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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

 

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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

 

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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

 

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Renee Anderegg

Senior Associate

Phone: 412-261-3333  x418

Email: [email protected]

Experience in: Participant Questions, Distribution Assistance, Client Support, Administrative Support

 

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Jack Ryan, CFP®, JD, AIF®, MBA

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

 

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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.

 

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Anthony Barone, AIF®

Financial Advisor

Phone: 412-261-3333  x420

Email: [email protected]

Experience in: Retirement Services, Wealth Management, Education Specialist

 

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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

 

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Carla Ward

Administrative Assistant

Phone: 412-261-3333  x408

Email: [email protected] 

Experience in: Client and administrative support with insurance and retirement plans.

 

Joseph Cravotta, AIF®

Retirement Plan Consultant

Phone: 412-261-3333  x354

Email: [email protected]

Experience in:

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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 

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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

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Benjamin Wasson, CFP®, MBA

Financial Advisor

Phone: 412-261-3333  x416

Email: [email protected]

Experience in: Comprehensive Financial Planning, Income Need Analysis, Investment Analysis, Retirement Plan Administration and Implementation Support, Assisting Plan Participants

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Andy Cooper, AIF®, CPC®

Retirement Plan Consultant

Phone: 412-261-3333  x352

Email: [email protected] 

Experience in: Plan Design Consulting, Plan Administration and Compliance Support, Plan Health Analysis and Enhancement Strategies, Participant Retirement Readiness and Financial Wellness Strategies, Employee Education, Vendor Fees Analysis, Investment and Fiduciary Support.

Andy Cooper, AIF®, CPC

AndyCooper_5x7_3861web.jpg

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

 

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Gabriel Antoni, CFP®

Financial Advisor

412-261-3333 x433
[email protected]

Experience in: Comprehensive Financial Planning, Income Need Analysis, Investment Analysis, Retirement Plan Administration and Implementation Support, Assisting Plan Participants

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Connor Wasson, MBA

Client Services Associate

Phone: 412-261-3333  x391​

Email: [email protected]

Experience in: Plan Administration and Compliance Support, Plan Lineup Construction, Client and Participant Administrative Support.

 

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Trey Harper III

Client Services Associate

Phone: 412-261-3333  x424​

Email: [email protected]

Experience in: Financial Wellness Implementation, Assisting Plan Participants, Distribution and Administrative Support

 

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Michael Parsons

Internal Plan Consultant

Phone: 412-261-3333  x409

Email: [email protected]

Experience in: Investment Research and Analysis, Investment Advisory Compliance, Vendor Searches and Fee Analysis, Employee Education, Investment and Fiduciary Support

 


Address

920 Fort Duquesne Boulevard
Pittsburgh, PA
15222


Quick Message

920 Fort Duquesne Boulevard
Pittsburgh, PA
15222

  •  Tel: 412.261.3333
  •  Toll Free:
  •  Fax: 412.535.5569
  •  [email protected]
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