Daniel P. Grealish, Chairman
As chairman of Henderson Brothers, Inc., Dan Grealish is heavily involved with defining the vision for the company while directing his energies toward strategic planning, acquisitions and client interaction. He helps assure responsive customer service, assists clients in focusing their attention on succession planning and business continuation, and helps coordinate Henderson Brothers’ significant community service activities.
Areas of Expertise
- Succession Planning
- Strategic Planning
- Crisis/Disaster Planning
- Conflict Resolution
- Presenting customers\’ claims to insurance carriers
- Alternative Risk Transfer
Education
- B.S. in Agriculture and Business, West Virginia University, 1978
- Insurance Industry Certification, 1978
- Broad range of professional development, notably in Business and Insurance
Civic Associations
- Hill House Association Advisor
- Board of Directors, Board of Trustees, YMCA of Pittsburgh
Thomas B. Grealish
President
As president of Henderson Brothers, Tom manages virtually all of the firm’s business activities and leads the company’s Management Team. He is responsible for all day-to-day operations and the execution of the company’s strategic plan. He also maintains contact with insurance carrier executives and is active in the field, accompanying producers and account executives when visiting clients.
Areas of Expertise
- Executive role in business development
- Expert consultation on employment practices issues
Education
- B.S. in Business Finance, Duquesne University, 1983
- Insurance Industry Certification, 1983
Civic Associations
- President, Mario Lemieux Foundation
- Board of Directors, Hillman Cancer Center
- Board of Directors, Pittsburgh Penguins
William B. Beale
Director, HB Retirement
As director of HB Retirement, William is responsible for developing and implementing the group’s strategic vision, setting the parameters for the service models, and maintaining vendor relationships to help ensure the department is utilizing relevant and effective products.
Areas of Expertise
- 401 (k)/403 (b) Sector
- Defined Contribution Plans
- Executive Bonus Plans
- Strategic Planning
Education
- LPL Registered Representative
- Accredited Investment Fiduciary (AIF)
Recent Honors
- PLANSPONSOR Magazine Adviser of the Year: 2014, 2015, 2016*
- Speaker at several national conferences annually
Check the background of this investment professional on FINRA’s BrokerCheck.
*Award Basis: Nominated by industry professional and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through HB Retirement, a registered investment advisor and separate entity form LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IL, KS, LA, MD, MI, NC, ND, NY, OH, PA, SC, TX, VA, WA, WV.
Thomas J. Philbin, Manager, Large Commercial Division
Tom manages a broad range of responsibilities, including supervising property and casualty insurance sales and acting as company liaison with property/casualty and group insurance carriers. His in-depth knowledge of Henderson Brothers’ many products and services makes him a mentor to his colleagues and a trusted advisor to his customers.
Areas of Expertise
- Manager of property and casualty insurance operations
- Extensive experience related to the insurance needs of technology companies
- Construction insurance programs
- Directors and officers insurance
- Employment practices and liability coverages
Education
- B.S. in Business Finance, Duquesne University, 1982
- Insurance Industry Certification, 1983
- Certified Insurance Counselor, 1997
Beth A. Essey
Director, Employee Benefits
Beth Essey is a senior-level health and employee benefits consultant with over 20 years of industry experience. As manager of the Employee Benefits Division, Beth is responsible for managing Henderson Brothers’ Life and Health Insurance Division. In this capacity, she supervises the Division’s employees and provides expert consulting on the design and creation of flexible benefits packages for customers. In addition, Beth is a member of the firm’s Management Team.
Beth’s experience prior to Henderson Brothers was as a senior consultant and health and benefits business leader for the local office of Mercer.
Areas of Expertise
- Consulting to large and middle-market companies
- Developing and managing emerging benefits brokerage operations
- Union populations
- New business development
Education
- B.S. in Business Administration, Appalachian State University
- Licensed in Life, Accident and Health Insurance
Professional Associations
- Member, International Foundation of Employee Benefit Plans
- Member, International Society of Certified Employee Benefit Specialists
- Member, Society for Human Resource Management
- Member, WorldatWork
- Member, Pittsburgh Association of Group Executives
Karen McLaughlin, Account Executive, Commercial Lines
To me heroic services begins with being able to interact with our clients. I enjoy that relationship and getting to know exactly what are their needs. By anticipating those, I feel I can bring them peace of mind by then providing them with the correct product coverage and the prompt service they deserve.
Clem Wandrisco, Vice President, Commercial Lines
I realize the enormous trust placed in us by our clients to protect their assets and minimize their cost of risk. I think of that responsibility every day and appreciate the confidence that they have in us which is why I am driven to provide them heroic service.
Christopher Shipley, Vice President, Employee Benefits
Henderson Brothers’ reputation is what drives me to provide heroic service. We have a 127 year history of always putting the customer first. Our ownership consistently implores us to not just do the right thing for the client but to always think of what benefits the client the most and the rest will work itself out. I take representing that kind of tradition, history and sense of integrity very seriously.
Frederick Samson, Senior Risk Control Specialist, Claims/Risk Control
I’ve worked as a safety professional for many years in the insurance industry. I gain satisfaction being our client’s advocate when they are confronted with things like safety regulations (ex: OSHA & DOT) or insurance carrier safety recommendations. I want our clients to know they can count on Henderson Brothers Risk Control Department to assist them with issues to which they may not be familiar.
Jared Sadowski, Vice President, Commercial Lines
Every day, our partners strive to be experts at what they do all while leading their companies through multiple roles. I feel our definition of heroic service is no different than the excellent service any contact should expect and deserve. I love following through with this everyday so that we can help our partners focus on the task at hand, and allow us be the trusted advisor they hired.
Shari Herrle, Vice President, Director of Compliance, Employee Benefits
I am passionate about compliance and continuously strive to make ambiguous regulations easy to understand and apply by breaking them down into simple “how-to” steps. I get tremendous job satisfaction when I am able to clarify confusing regulations, help an employer to identify the impact of regulations on its business operations and minimize the amount of time our busy clients have to spend on a laborious compliance task.
Matthew Klingensmith, Account Executive, Commercial Lines
I love to help people, and even in a short interaction I try to make someone’s day a little better or bring a smile to their face. Insurance is about preparing in advance for what could be someone’s worst day, and that keeps me motivated to do my best to help craft coverage that will respond when they need it.
Norah O’Neil, Senior Account Analyst, Commercial Lines
I strive to provide heroic service in hopes that the service provided can make a difference in someone’s business operations, help to alleviate stress and create peace of mind when it comes to our client’s insurance needs.
Donna Simms, Consultant, Personal Lines
I strive to provide heroic service, knowing that not only are our clients receiving service from an Expert, but also that each call and mailed correspondence is handled above and beyond even that which is expected here at Henderson Brothers.
Michael Welhorsky, Risk Control Manager, Claims/Risk Control
The drive to deliver heroic service comes from the personal connection we develop with our clients, and hearing the confidence in their voice when they realize they have an expert to assist them when help is needed. It is a relentless pursuit to eliminate injuries in the workplace, and keeping our client’s personnel living full and enjoyable lives
Melissa Whittier, Account Executive, Commercial Lines
I’m passionate about using my knowledge and experience to counsel our clients and focus on their protection. Open and responsive communication, a commitment to accountability and the care and attention that go into building a strong partnership are what drive me to use my expertise to service the insurance needs of our community’s businesses.
Amanda Wright, Consultant, Employee Benefits
While often indirectly, our work helps provide employees with the peace of mind and comfort that they may need when their family members are ill or injured. Whether we’re providing guidance on a comprehensive benefit program or assisting a client with a complex benefit question, knowing I can help provide a sense of security to someone in a sad and stressful situation pushes me to provide great service each day.
Courtney Cleavenger, Account Analyst, Commercial Lines
I work hard to continually advance my knowledge so I can provide the heroic service our customers deserve. Our clients truly expect an expert when they work with someone from Henderson Brothers, and I strive to meet and exceed those expectations.
Nicole Criswell, Business Associate, Commercial Lines
I strive to leave each customer with a great impression of the service that they’ve received. I am a representative of Henderson Brothers and for that reason, I make sure to put forth my best effort. I believe there is no greater satisfaction than knowing that a customer had a great experience that I was able to provide.
John DeSimone, Human Resources Director,
Seeing the look on an employee’s face that they can now rest at ease knowing I will take care of them and their situation is what drives me to provide heroic service. It is the helping hand we look for when dealing with the unknown, and I take honor and pride being that hand for those in need.
Sara Bianco, Account Executive, Commercial Lines
I enjoy being a partner to our customers. I love when we can make our customers feel confident that they can rely on us to get things done and hopefully make their jobs’ easier.
Margaret Boucher, Senior Consultant, Employee Benefits
Hearing a sigh of relief from a client when I’ve assisted them or one of their employees with an issue they’ve spent countless hours on prior to engaging the team. To me it is just doing my job – what they hired us (Henderson Brothers) to do for them. To them and their employee(s) it is so much more.
Ryan Casciani, Vice President, Commercial Lines
I am proud to be a part of an organization that lives out its mission and truly cares about its employees, the community, and the people we serve. With that, it makes it easy for me to put maximum effort into the products and services that I personally deliver to our clients.
Robert Hippert, Account Executive, Commercial Lines
The satisfaction in enabling our clients to run prospering business and nonprofits, by managing their risk, drives what we do. That drive constantly challenges us to work with our clients to develop processes, to better service and manage their risk.
Melissa Hoffman, Personal Lines Supervisor, Personal Lines
I build relationships with our customers at Henderson Brothers that I value personally. I want to make sure that I am doing my best for you and your family every day. In personal lines, I will work with you on a daily basis insuring your homes, cars, valuables and liability to make sure you are protected now and in the future.
Sarah Eberhardt, Senior Business Associate, Commercial Lines
The leadership from those above me, the teamwork from those around me, the opportunities that are available to me and the acknowledgement of a job well done are all contributing factors that drive me to provide heroic service.
Michael Freas, Data Analytics Leader, Employee Benefits
I am passionate about maintaining Henderson Brothers’ brand for excellent service. As a result of our great service, we are able to establish long-standing relationships with our clients and better serve our community.
Sean Ganoe, Vice President, Employee Benefits
I have an innate curiosity about how things work. That drives me to take the time to really get to know my clients and what’s important to them and their organization. I believe expert inquiry precedes expert advocacy. By understanding what is unique about a client’s business we can work together to build a customized strategy that they value based on metrics they’ve defined.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through HB Retirement, a registered investment advisor. Henderson Brothers and HB Retirement are separate entities from LPL Financial.
The LPL Financial Registered Representatives located at HB Retirement may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DE, DC, FL, GA, IL, KS, LA, MD, MI, NJ, NY, NC, ND, OH, PA, SC, TX, VT, VA, WA, and WV.
