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Expect an Expert
Employer Retirement Plan Consulting
Retirement Plan Participant Services
Wealth Management for Individuals and Families
Our Team
Alisha Macefe
Renee Anderegg
Senior Associate
Gabriel Antoni
CFP®
Financial Advisor
Anthony Barone
AIF®
Financial Advisor
Tiffany Benigni
CFP®, CPFA®, AIF®
Financial Advisor
Amanda Bigley
Client Services Associate
Kevin Bove
AIF®
Manager of Wealth Management
Sierra Christian
Financial Advisor
Arleen Hobaugh
Office Manager
John Kirkpatrick
CIMA®, AIF®
Senior Institutional Investment Strategist
Joseph Kelly
CFA, Chartered Financial Analyst®
Wealth Management Investment Strategist
Joseph Cravotta
AIF®
Manager of Institutional Services
Evan Hirsh
AIF® , CPFA® , NQPA
Relationship Manager
Patrick McCallister
AIF®
Manager of Institutional Sales
Michael Parsons
CPFA®, AIF®
Retirement Plan Consultant
Benjamin Rathfon
CPFA®, AIF®
Financial Advisor
Diane Ritter
Senior Retirement Plan Consultant
Jack Ryan
CFP®, J.D., MBA, AIF®
Financial Advisor
Chris Securcher
Senior Retirement Plan Consultant
Austin Krise
Retirement Plan Consultant
Roblyn Kelly
Senior Retirement Plan Consultant
Carla Ward
Administrative Assistant
Megan Warzinski
AIF®
Managing Director, HB Retirement
Craig Yochum
CFP®, CPFA®, AIF®
Financial Advisor
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