Leadership Team

Accredited Investment Fiduciary® (AIF®)

Series 6 license, Series 63 license*

Megan began working at HB Retirement in 2005. She joined the company after working at a retirement plan recordkeeper for 7 years in various roles of employee education and account management. Her areas of experience include retirement plan consulting, plan design analysis, investment monitoring, provider and fee benchmarking, business development strategies, plan governance and fiduciary responsibility, financial well-being strategies and program implementation, and practice and business management.

Megan studied political science at Westminster College. Outside of work, Megan spends time with her family, golfs with her husband and two daughters, watches her daughters play soccer and basketball, and enjoys her energetic Bernedoodle, Penny.

*Megan holds the Series 6 and 63 securities registrations with LPL Financial.

Accredited Investment Fiduciary® (AIF®) 

Series 7 license, Series 66 license*

Life, Accident, and Health Insurance license

Joe joined HB retirement in 2019 and has over 20 years of experience working with defined contribution, defined benefit, ESOP, and nonqualified plans. He spent the first 15 years of his career working for several of the largest institutional plan recordkeepers, Vanguard and Principal Financial. His key responsibilities included plan administration, employee education, and plan design strategies.

As Manager of Institutional Services, Joe leads a team of Plan Consultants responsible for guiding plan sponsors and committees with fiduciary oversight.  His team also focuses on developing retirement plan strategies that enhance administrative and cost efficiency while helping employees create a sustainable income in retirement.

He studied finance at The Pennsylvania State University and received his MBA with a concentration in management from Saint Joseph’s University. Joseph has two kids and lives in the suburbs of Pittsburgh.

*Joe holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and HB Retirement.

Accredited Investment Fiduciary® (AIF®)

Series 6 license; Series 63 license*

Pat began working at HB Retirement in 2017. He joined the company with 32 years of industry experience. Serving as an investment and retirement plan professional at the institutional level, Pat works with companies and organizations to review the effectiveness and efficiency of their retirement programs. By reviewing the plan’s current design, investment, and communication efforts, he is able to make recommendations that allow companies to help their employees plan for a successful retirement and use their employee benefits budget wisely.

Pat studied business at Duquesne University. He was awarded a Recognition of Academic Achievement for Retirement Plans by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. He was a PIMCO Defined Contribution Advisory Board Member from 2019–2022. He was also a board member for the American Society of Pension Professionals and Actuaries (ASPPA) Benefits Council of Greater Philadelphia for eight years. Pat and his wife have three grown children who live outside of the Pittsburgh area, and he enjoys visiting with them. He also enjoys pretending he knows how to play golf.

*Pat holds the Series 6 and 63 securities registrations with LPL Financial.

Accredited Investment Fiduciary® (AIF®)

Series 7 license; Series 66 license*

Life, Accident, and Health Insurance license

Kevin began working at HB Retirement in 2013. He joined the company after working in Retail Banking at Dollar Bank and as a Financial Advisor at Merrill Lynch. His areas of experience include individual wealth management, retirement income planning, participant education, account consolidation, retirement plan analysis and investment analysis. He studied Finance at John Carroll University. Kevin and his wife, Ally, live in the South Hills of Pittsburgh. His hobbies include golf, travel, hiking with his dogs and supporting his favorite sports franchises.

*Kevin holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and HB Retirement.