Our seasoned and credentialed financial industry professionals possess the wisdom, knowledge, and experience to help you plan for and pursue your wealth goals. With three full market cycles of experience, we’ll provide you with the best financial solutions that make the most sense for your life and your individual financial goals. Learn more about who we are. We’re looking forward to getting to know you.
At H&A, our mission is simplifying the wealth management process. We make it easy to understand and take care of often difficult financial issues, so you can focus on what you enjoy most—whatever that may be. You know what you want out of your life. Let H&A help you get there.
Charity is one of the most selfless acts there is. It feels good to know you’re making meaningful contributions and helping your community . We’ll help you determine the best roadmap for your family, legacy, and tax considerations with your charitable contributions.
Learn about some of our favorite community organizations.
H&A and LPL Financial are independent from any other entity and their website.
The mission of the Cystic Fibrosis Foundation is to cure cystic fibrosis and to provide all people with the disease the opportunity to lead full, productive lives by funding research and drug development, promoting individualized treatment, and ensuring access to high-quality, specialized care.
John F Fortney Charitable Cancer Research is committed to raising funds that support pancreatic cancer research, and recently became part of a larger group, The Alliance of Families Fighting Pancreatic Cancer.
The mission of Greater Pittsburgh Community Food Bank is to feed people in need and mobilize our community to eliminate hunger.
The mission of the Pittsburgh Youth Symphony Orchestra is to teach and inspire excellence through orchestral training, to perform in premier venues, and to cultivate audiences for classical music.
Propel Schools is a not-for-profit federation of charter schools dedicated to the mission of catalyzing the transformation of public education so that all children have access to high performing public schools.
“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.
“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 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.
“I believe success is measured by how many people are better off because you lived. Working at H&A allows me to add value to peoples’ lives in a way I never thought I could.”
Stephanie is the Director of First Impressions at H&A. She works with clients and advisors to schedule meetings, construct client financial plans and, much like her title suggests, helps to make a great first impression for H&A.
Stephanie believes in providing excellent client service and helping others pursue their financial goals.
Prior to working with H&A, she gained experience in customer service by working at Nordstrom.
Stephanie received the Emerging Leaders leadership certification from the University of Pittsburgh. She holds a Bachelor of Science in Biological Sciences, with minors in Chemistry and Theatre Arts, from the University of Pittsburgh.
She also holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
Please click here to reach out to Stephanie directly.
“H&A has taught me how to be selfless in putting others needs before my own. H&A is filled with long-standing relationships and success stories that motivate me to grow as a person and to be more successful in life.”
Nima Sherpa works as the Administrative Assistant, where he ensures that clients are well-served and H&A advisors are provided with resources to help clients pursue their goals. He believes that every client should be treated the way you would want to be treated.
Nima received an Associate Degree in Math and Science from the Community College of Allegheny County. Prior to H&A, he worked in customer service at the Rivers Club.
Please click here to reach out to Nima directly.
Kevin Pollard is a CFO for the LPL CFO Solutions team. He provides firm advisors with actionable insights based on financial analysis and business plans to help facilitate growth and drive higher practice valuations.
Kevin has more than ten years of experience in the financial services industry. Prior to joining LPL in 2016, he spent five years at an RIA serving select families and institutions. Kevin has also held various roles at Bank of America serving the Columbia Management Separate Account platform.
Kevin received a bachelor’s degree from the University of North Carolina at Charlotte in business administration, with a focus on finance. He is a Certified Valuation Analyst® and is FINRA Series 65 registered through LPL.
Kevin resides in Fort Mill, South Carolina, with his wife and two children.
About LPL Financial
LPL Financial is the nation’s largest independent broker/dealer*, offering an array of tools and resources for financial advisors.
*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
Please click here to reach out to Kevin directly.
Marie Holder is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Marie has thirty years of experience in the financial services industry. Prior to joining LPL, she served in different areas of the industry, from Commodities Sales Assistant, to Equity Trader, OSJ Coordinator, Client Service Representative, New Accounts Manager, and Operations Branch Manager.
Marie has acquired the following security licenses: 3, 6, 7, 9, 10, 24, 31, 63, insurance and is grandfathered with the 99 license.
Please click here to reach out to Marie directly.