Highly Experienced, Deeply Passionate and Very Personable

“When I founded H&A, I did so with the vision of helping people achieve their life dreams through better wealth management. We’ve been successful in that, and my heart is overjoyed by the number of people we’ve helped to retire comfortably, travel the world, or set aside wealth for generations of their family to come. Now, I get to see my own life dreams realized when I’m working alongside my children, watching them pursue their passions and continue to build on the H&A legacy.”

Bob founded H&A more than 30 years ago to provide comprehensive financial advice and investment and wealth management services that help people pursue their wealth goals. He is responsible for providing strategic leadership for the company by working with management to establish long-term goals, strategies, plans, and policies. He also plans, develops, organizes, implements, directs, and evaluates H&A’s fiscal functions and performance.

Bob is a Wealth Advisor and the primary manager of all client relationships at H&A, managing existing client relationships and formulating and implementing financial strategies and advice.

Prior to founding H&A, Bob began his career with Advest, Inc. in 1987. He is an Accredited Investment Fiduciary (AIF) and holds a Bachelor of Science in Business and Economics from Edinboro University. He is routinely published on investment and wealth management topics.

Please click here to reach out to Bob directly.

“Our clients are the reason I come to work every day. My goal is to earn and maintain their trust, to serve them in every way possible, and to help them pursue their lifetime goals.”

Casey Gibb is a Wealth Advisor and Managing Director of Financial Planning at H&A. He has spent more than two decades with H&A and specializes in retirement income planning. He works to develop and implement financial plans that are specific to each client, as well as to their unique goals and objectives.

Prior to his work at H&A, he had 10 years of financial advisory work experience with Pittsburgh-based Federated Investors.

Casey is a Certified Financial Planner (CFP®), a designation he has held since 1989. He is a graduate of Washington and Lee University, where he earned a Bachelor of Arts in Business and Economics.

Casey enjoys spending time with his family, indoor cycling, and improving his golf game. He spends a lot of his time with his dog, Beau, who enjoys taking Casey for walks.

Please click here to reach out to Casey directly.

“What is so exceptional about H&A is that it operates just as much as a family as it does a business. That, I believe, is a primary driver of our success and one of the many reasons why our clients choose H&A and stay with H&A.”

As head of the H&A Investment Committee, Bernard leads the firm’s investment and portfolio management disciplines. He is responsible for the design and due diligence of the firm’s investment strategies, including asset allocation, risk management, and security selection.

Since joining the firm in 2012, Bernard has held several investment-related roles, including Investment Strategist. Bernard believes that every client should have a clear understanding of how their assets are invested, as well as the exact role their investment portfolio plays within their overall financial plan.

Bernard has more than 20 years of financial industry experience, including 13 years as a financial advisor at Morgan Stanley.

He earned a Bachelor of Arts in Accounting from Washington and Jefferson College. He holds the Chartered Financial Analyst designation and is a member of the CFA® Society of Pittsburgh. He also holds a Certified Financial Planner (CFP®) designation.

Please click here to reach out to Bernard directly.

“My father established a true legacy built on helping people through trust, integrity, and hard work. It is a privilege to contribute to that legacy alongside my dad and my brother, and to continue to enrich people’s lives by helping them overcome obstacles, handle life’s tests, and most importantly, live out their dreams.”

Christina is a Wealth Advisor and Managing Director of Business Development at H&A. She works with clients in managing their wealth to pursue their financial goals. Christina also works with fellow advisors at H&A to develop financial plans and situational analyses for clients. In addition to wealth management and financial planning, Christina leads the marketing and business development efforts at H&A.

Christina believes a straightforward, honest approach with clients helps them better understand their wealth management and how it relates to their goals. Most importantly, Christina is passionate about the connections and relationships that are built with clients of H&A and in making a meaningful impact in their lives.

Christina’s entire nine-year career in finance has been with H&A. She worked part-time at H&A throughout high school and college, transitioning to full-time after she graduated from Duquesne University in 2014.

Christina started out in office administration, then transitioned to client services before becoming a licensed advisor and working directly with clients. Throughout these transitions, she has developed an intimate understanding of all levels and aspects of the industry, which helps her tremendously in her work with clients today.
Christina is a licensed advisor and a Certified Financial Planner (CFP®). She holds a Bachelor of Science in Business Administration from Duquesne.

Please click here to reach out to Christina directly.

“My father founded H&A more than thirty years ago with the goal of helping people pursue their life vision. It is such a privilege to work alongside my dad and sister to continue supporting our clients’ goals and ambitions.”

Bobby is a Wealth Advisor at H&A. He works in investment analysis and is responsible for investment strategy operations, as well as portfolio trading. Bobby enjoys the opportunity to get to know clients on a more personal level through working with fellow advisors in the financial planning process for clients.

Through this work, Bobby has come to believe that the right planning process can be empowering in one’s pursuit of their life goals.

Bobby has spent the entirety of his post-graduate career at H&A. While in college, he spent three summers working part-time as an associate of the firm, performing office administration and client service-related duties.

Bobby is a licensed advisor and maintains FINRA Series 7 and 66 securities registrations. Bobby holds a Bachelor of Arts in Managerial Economics, with a concentration in Communication Arts, from Allegheny College.

Please click here to reach out to Bobby directly.

Eve is a Wealth Advisor in training at H&A. She enjoys getting to know the clients at H&A through the financial planning process. She is honored to be working for a family business that has trust, integrity, and hard work at its core.

Eve went to school for Finance and German language at Duquesne University. She worked for Aldi USA as a District Manager/Recruiter during and after college. Eve is most fulfilled by helping clients achieve their personal and financial goals so that they can maximize their earnings and hard work.

Eve enjoys traveling, cooking, and spending time outdoors.

“H&A encourages the personal development of each employee and promotes a very positive culture. H&A thrives by taking great care of employees as well as our clients.”

Ryan Blodgett is the Director of Operations, Retirement Plan Services at H&A. Ryan is responsible for maintaining operational productivity and efficiency throughout the office. His focus at H&A revolves around ensuring and maintaining compliance and providing outstanding client service. In his oversight of H&A operations, he continuously interacts with vendors, as well as LPL Financial. He also manages the administration of H&A’s qualified retirement plans.

Ryan believes that the strongest relationships develop by doing whatever it takes to make clients’ lives a little easier, and by always going the extra mile.

Ryan has more than 18 year of experience in financial operations, servicing both retail and institutional clients. Prior to working with H&A, Ryan worked for BNY Mellon as a manager in Asset Servicing.

Ryan holds a Bachelor of Arts in Business Administration from Washington and Jefferson College.

Please click here to reach out to Ryan directly.

Cathy is most likely the friendly voice you hear on the other side of the phone when you call into H&A! Her position on the team is all-encompassing, comprised of optimizing business processes within the Operations and Marketing departments. While Cathy has been with H&A for three years now, her entire career consists of extensive experience in administrative support and customer service. Cathy came out of retirement to join the H&A team, taking on her current position allowing her to contribute to her overall sense of happiness, connectedness with others and feeling of accomplishment.

“H&A is special because everyone from clients to employees is a part of the H&A family. As our goal is to help our clients achieve their life goals, we are encouraged to pursue excellence operationally and intuitively. This is just one of the many reasons I was drawn to wanting to be a part of the H&A family.”

As an intern returning full-time to H&A, Isaac is part of the Investments Committee and will work to help analyze the firm’s investment strategies as well as research potential replacements for assets that better maintain risk and return characteristics that are aligned with each client’s unique needs, goals, and risk tolerance. Isaac relishes the opportunity to aid in the process of helping others in their pursuit of financial peace of mind.

Isaac is a recent graduate of Penn State Behrend in which he earned a Bachelor of Science in Finance, a concurrent Bachelor of Science in Business Economics, and completed a concurrent minor in Management Information Systems. He is also currently a CFA Level 1 candidate.

Owen Valasek is an intern with H&A. He is currently a finance and accounting major at Penn State University. On campus, he is very active, as he swims, and has leadership roles in several clubs. Last year, he won a scholarship for the CFA designation. He has devoted several hundred hours in preparation for exam one. In his free time, he enjoys the winter months, skiing, and collecting vinyl records.

As Principal and Co-founder of The LRM Group, Al Lorenzi focuses exclusively on providing objective insurance consulting support to fee-based and fee-only advisors and advisory firms. As an independent insurance advisor and advanced insurance planning consultant for over 12 years, with Underwriters Brokerage Service in Pittsburgh, Al's emphasis is rooted in insurance plan design and consultation for a broad range of financial professionals, trust companies, tax and legal counsel.

Al specializes in partnering with advisors in a consultative process to assist in the areas of personal estate business and charitable planning. He also brings additional expertise to assist with the review and analysis of existing insurance policies. Al began his career with Northwestern Mutual in 2001, received his bachelor's degree from Robert Morris University, and is currently a member of the Estate Planning Council of Pittsburgh. Al and his wife Colleen and their two sons are residents of Jefferson Hills, PA.

"Humbly serving others brings me joy and purpose in life, and I strive to serve H&A's clients with respect, ingenuity, and excellence."

Victoria values building authentic client relationships to help them achieve their unique and tailored financial goals. Before working with H&A, she gained experience in Institutional Asset Management through interning at PNC Bank. Victoria holds two Bachelor of Science degrees in Business Economics and Finance from Penn State Behrend.

Alina Bigec is an intern with H&A. She is currently a business management major at Point Park University. She moved to Pittsburgh in 2021 from London, ON, Canada. On campus, she competes on the women’s soccer team as starting center back. Last year, she was awarded All-River States Conference Second Team and the RSC Scholar-Athlete Team. In her free time, she enjoys training at Highmark Stadium and trying different local restaurants.