Consulting Team

Accredited Investment Fiduciary® (AIF®)

Certified Plan Fiduciary Advisor (CPFA®)

Nonqualified Plan Advisor (NQPA)

Life, Accident, and Health Insurance license

Evan began working at HB Retirement in 2013. He joined the company after working in the capital markets industry for a large national bank. His areas of experience include employer-sponsored retirement plans, deferred compensation, business continuity planning and key man insurance. He studied finance at the University of Pittsburgh. Evan lives in the South Hills of Pittsburgh with his wife and three children. He is very involved with his kids’ activities. On weekends, he enjoys spending time with his family.

As a retirement plan consultant of HB Retirement, Austin Krise provides assistance in a variety of ways to Plan Sponsors to ensure their plan is running smoothly and efficiently.  He is responsible for providing fiduciary best practices, plan design assistance, investment monitoring, and regulatory updates.  Further, he provides availability as a primary point of contact for all Plan Sponsors to provide solutions in any Ad Hoc questions or issues they may have.

Austin began working at HB Retirement in 2023.  He joined the team after being in the industry for 7 years previously working in a variety of spaces in the financial services industry including TPA Services, Investments, and Relationship Management.

His areas of experience include plan design assistance, investment fiduciary responsibility, investment monitoring, data analytics, fee benchmarking, and plan governance support.

He attended Edinboro University of Pennsylvania and received a bachelor’s degree in business administration with a concentration in Marketing and Economics.  Furthermore, he’s attained the CPFA designation and holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and HB Retirement.

Outside of the office, he enjoys spending his time at the gym, golf course, or spending time with family.

Series 66 license*

Diane began working at HB Retirement in 2021. She joined the company with 30 years of retirement plan administration and relationship management at a large financial organization. Her areas of experience include plan administration and compliance support, plan design, financial wellness strategies, retirement vendor and fee benchmarking, and investment and fiduciary support. She studied economics at Allegheny College. Diane enjoys spending time with her family, traveling, music, photography and attending sporting events.

*Diane holds the Series 66 registration with LPL Financial and HB Retirement.

Series 6 license; Series 63 license; Series 65 license*

Chris began working at HB Retirement in 2022. He joined the company after working as a Sr. Client Relationship Consultant at an industry-leading recordkeeper. In another role, he also served as a wholesaler for qualified and nonqualified deferred compensation plans. His areas of experience include investment consulting, fiduciary liability consulting and plan design. He studied business administration at the University of Lynchburg.

Outside of work, Chris spends time with his wife and three kids. He enjoys playing golf, skiing and being at the beach. He loves taking his Jeep off-roading and fixing and building things around his home.

*Chris holds the Series 6 and 63 securities registrations with LPL Financial and the Series 65 registration with HB Retirement.