Advisor Team

CERTIFIED FINANCIAL PLANNER^TM (CFP®) Professional

Series 7 license; Series 63 license*

Life, Accident, and Health Insurance license

Gabriel began working at HB Retirement in 2020. He has worked in the wealth management and financial planning industry since 2016. His areas of experience include comprehensive financial planning, investment management, income planning, and estate planning and coordination. He studied finance at Bentley University. Gabriel enjoys reading, playing golf and spending time with his family. 

*Gabriel holds the Series 7 and 63 securities registrations with LPL Financial.

Accredited Investment Fiduciary® (AIF®)

Series 7 license; Series 66 license; Series 24 license*

Life, Accident, and Health Insurance license

Anthony began working at HB Retirement in 2017. He has worked in the financial services industry since 2007. His areas of experience include financial planning, retiree income planning, life insurance, investor education, wealth management, retirement plan analysis and plan implementation, and he is an education specialist. He studied business finance at Youngstown State University. Anthony enjoys spending time with his family and being involved in sports, including coaching his children’s little league teams and watching sports on TV or in person. In his free time, he loves cooking and grilling, woodworking, and traveling to new places.

*Anthony holds the Series 7 and 24 securities registrations with LPL Financial and the Series 66 with LPL Financial and HB Retirement.

CERTIFIED FINANCIAL PLANNER^TM (CFP®) Professional

Certified Plan Fiduciary Advisor (CPFA®)

Accredited Investment Fiduciary® (AIF®)

Series 7 license; Series 66 license*

Life, Accident, and Health Insurance license

Tiffany began working at HB Retirement in 2017. She joined the company with 17 years of industry experience. Her areas of experience include wealth management and financial planning. She studied business administration with a concentration in economics at Robert Morris University. Tiffany is an adjunct professor at Carnegie Mellon University and teaches a class on financial literacy. In her free time, she loves to golf, sporting clay shoot, travel, exercise, and volunteer. She is currently on the Young Professional Board for Light of Life Rescue Mission and a member of 100 Women Who Care Pittsburgh. Previously, Tiffany has worked with Meals on Wheels and Animal Protectors of Allegheny Valley, and she has participated in several mission trips to Haiti and Brazil.

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

Series 7 license*

Sierra started working at HB Retirement in 2021. She joined the team after an internship in the Henderson Brothers Claims Department. She studied business administration with a focus in finance and economics at the University of Pittsburgh. Outside of work, Sierra enjoys running, cooking and all things Pittsburgh.

*Sierra holds the Series 7 securities registration with LPL Financial.

Certified Plan Fiduciary Advisor® (CPFA®)

Accredited Investment Fiduciary® (AIF®)

Series 6 license; 7 license; Series 63 license; Series 65 license*

Life, Accident, and Health Insurance license

Ben began working at HB Retirement in 2016. He has worked in the retirement industry since 2009. His areas of experience include retirement readiness, retirement income planning, retirement plan education and analysis, portfolio analysis, life insurance, and wealth management. He studied economics and political science at Allegheny College. Ben enjoys spending time with his wife, Brandice, and his daughter, Fiona. His hobbies include traveling and the occasional round of golf.

*Benjamin holds the Series 6, 7 and 63 registrations with LPL Financial and the Series 65 registration with HB Retirement.

CERTIFIED FINANCIAL PLANNER^TM (CFP®) Professional

Juris Doctor (J.D.)

Master of Business Administration (MBA)

Accredited Investment Fiduciary® (AIF®)

Series 7 license; Series 66 license*

Life, Accident, and Health Insurance license

Jack began working at HB Retirement in 2016. He joined the company after working at a large national bank for two years. His areas of experience include financial planning and estate planning. He studied finance and investment management at Duquesne University. He received his MBA and JD from the University of Pittsburgh. Outside of work, Jack enjoys cycling and traveling.

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

CERTIFIED FINANCIAL PLANNER™ (CFP®) 

Certified Plan Fiduciary Advisor® (CPFA®)

Accredited Investment Fiduciary® (AIF®)

Series 7 license; Series 66 license*

Life, Accident, and Health Insurance license

Craig began working at HB Retirement in 2016. He joined the company at the beginning of his career in the insurance and financial services industry. His areas of experience include financial planning for families and individuals, investment strategies, and corporate and governmental retirement plans. He studied economics at The Ohio State University. Craig lives southwest of Pittsburgh. He enjoys traveling, seeing new places, trying new foods, and taking his dog on hikes and kayaking trips.

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