Daniel P. Grealish Chairman
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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 Executive Portrait
Thomas B. Grealish President
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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

Megan Warzinski Executive Portrait
Megan M. Warzinski Managing Director of HB Retirement
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Megan Warzinski
Managing Director, HB Retirement

As the Managing Director of HB Retirement, Megan Warzinski leads her team’s efforts on the Institutional and Wealth Management sides of the business. Further, she is responsible for developing and implementing the group’s strategic vision, setting the parameters for the advisory and consulting models, and maintaining relevant and effective solutions.

Megan began working at HB Retirement in 2005. She joined the company after working at a retirement plan recordkeeper for 7 years in various roles of employee education and account management.

Her areas of experience include retirement plan consulting, plan design analysis, investment monitoring, provider and fee benchmarking, business development strategies, plan governance and fiduciary responsibility, financial well-being strategies and program implementation, and practice and business management.

Areas of Expertise
  • Plan Design Analysis
  • Investment Monitoring
  • Provider Benchmarking
  • Business Development Strategies
  • Establishment of Pest Practices Relating to Plan Governance and Fiduciary Responsibility
Certifications
  • Accredited Investment Fiduciary® (AIF®)
  • Series 6 license, Series 63 license
Education
  • Megan studied political science at Westminster College

Daniel Coast Executive Portrait
Daniel M. Coast Managing Director of Property & Casualty
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Daniel Coast, CCIC
Managing Director of Property & Casualty

As the Director of Property & Casualty, Dan oversees all division operations, including critical carrier relations, claims advocacy and new business development.

Dan has worked for Henderson Brothers since 2006. He brings extensive commercial insurance experience to this position, particularly in developing and managing insurance and risk management programs for national and international companies.

Areas of Expertise
  • Enterprise Risk Management
  • Organizational Leadership
  • Sales Training and Development
  • Insurance Program Design and Management
  • Management and Professional Liability Coverage
  • Cyber Liability Coverage, Data Breach, and Network Security
Education
  • B.S. in Business Administration, Duquesne University 2004
  • Licensed in Property & Casualty, Life, Health & Accident Insurance
  • Certified Insurance Counselor Designation (CIC)
  • Cyber Cope Insurance Certification (CCIC)
Civic Associations
  • Leukemia & Lymphoma Society – Executive Board
  • ACG Pittsburgh

Brendon Costa Executive Portrait
Brendon P. Costa Director of Investments and Planning HB Retirement
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Brendon P. Costa
Director of Investment and Planning, HB Retirement

Brendon manages and develops the financial planning and investment teams as the Director of Investments and Planning.

Brendon has worked for Henderson Brothers since 2007 in various capacities within HB Retirement. He has more than 20 years of industry experience.

Areas of Expertise
  • Investment Planning
  • Alternative Income Strategies
  • Executive Benefit Strategies
  • Succession Planning
  • Deferred Compensation Strategies
  • Life Insurance
  • Key Man Protection
Certifications
  • Accredited Investment Fiduciary® (AIF®)
  • Series 7 license, Series 63 license*
  • Life, Accident, and Health Insurance license

Thomas J. Philbin Executive Portrait
Thomas J. Philbin Director Mergers and Acquisitions Strategic Accounts
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Thomas J. Philbin, Director of Mergers and Acquisitions and Director of Strategic Accounts

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-essey
Beth A. Essey Managing Director of Employee Benefits
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Beth A. Essey
Managing Director of 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

Alexa Kehr
412-261-1842, Extension 327
Employee Benefits Client Support Specialist
Alexis Gruber
412-261-1842, Extension 332
Accountant
Ali Fellows
412-261-1842, Extension 253
Employee Benefits Client Support Specialist
Alissa Stamer
412-261-1842, Extension 205
Administrative Assistant
Amanda Beam
412-261-1842, Extension 214
Employee Benefits Client Support Specialist
Amanda Bigley
412-261-3333, Extension 417
HB Retirement Associate
Amanda Wright
412-261-1842, Extension 270
Employee Benefits Consultant
Amber Rutledge
412-261-1842, Extension 314
Claims/Risk Control Claims Analyst
Amie Lapko
412-261-1842, Extension 307
Employee Benefits Medicare & Individual Enrollment Specialist
Anastasia Bamlett
412-261-1842, Extension 211
Accountant
Andrew Siess
412-261-1842, Extension 219
Personal Lines Consultant
Andrew Ziegler
412-754-3221
Employee Benefits Medicare & Individual Products Specialist
Angela Frederick
412-261-1842, Extension 304
Accountant
Angela Pogel
412-261-1842, Extension 248
Employee Benefits Assistant Vice President
Anthony Barone
412-261-3333, Extension 420
HB Retirement Financial Advisor
April Ginsburg
412-261-1842, Extension 231
Employee Benefits Health Strategy Consultant
Arleen Hobaugh
412-261-3333, Extension 239
HB Retirement Office Assistant
Austin Krise
412-261-3333, Extension 414
HB Retirement Plan Consultant
Benjamin Rathfon
412-261-3333, Extension 406
HB Retirement Associate Financial Advisor
Benjamin Wasson
412-261-3333, Extension 1276
HB Retirement Client Services Associate
Benjamin Williams
412-261-1842, Extension 235
IT Department Security Administrator
Beth A. Essey
412-261-1842, Extension 277
Managing Director of Employee Benefits
Bradley St. Myer
412-261-1842, Extension 293
Commercial Lines Account Executive
Brendan Brown
412-261-1842, Extension 328
Claims/Risk Control Claims Specialist
Brendon P. Costa
412-261-3333, Extension 405
HB Retirement Director of Investments and Planning
Brent Huber
412-261-1842, Extension 269
Commercial Lines Marketing Specialist
Carla Gianfrancesco-Tipler
412-261-1842, Extension 261
Claims/Risk Control Claims Specialist
Carla Ondrejko
412-261-1842, Extension 240
Employee Benefits Assistant Vice President
Carla Ward
412-261-3333, Extension 408
HB Retirement Senior Associate
Casey McGrath
412-261-1842, Extension 370
Commercial Lines Sales Associate
Charlotte Conrad
412-261-1842, Extension 310
Commercial Lines Business Associate
Chris Antypas
412-261-1842, Extension 237
Employee Benefits Pharmacy Director
Chris Bigley
412-261-1842, Extension 236
Employee Benefits Client Support Specialist
Chris Branvold
412-261-1842, Extension 386
Commercial Lines Account Executive
Christin Schlosser
412-261-1842, Extension 262
Employee Benefits Vendor Marketing Specialist
Christine M. Scott
412-261-1842, Extension 372
Commercial Lines Surety Associate Account Manager
Christopher Securcher
412-754-3306
HB Retirement Senior Plan Consultant
Christopher Shipley
412-261-1842, Extension 260
Employee Benefits Vice President
CJ Jackson
412-261-1842, Extension 340
Commercial Lines Account Manager
Clem Wandrisco
412-261-1842, Extension 273
Commercial Lines Vice President
Connor Wasson
412-261-3333, Extension 365
HB Retirement Client Services Associate
Corry Schimmer
412-261-1842, Extension 202
Employee Benefits Financial Consultant
Courtney Stauffer
412-261-1842, Extension 358
Employee Benefits Account Analyst
Craig Yochum
412-261-3333, Extension 419
HB Retirement Associate
Daniel M. Coast
412-261-1842, Extension 272
Managing Director of Property & Casualty
Daniel P. Grealish
412-261-1842, Extension 201
Chairman
Daniel W. Grealish
412-261-1842, Extension 264
Director of Finance
Daragh Flaherty
412-261-1842, Extension 206
Accountant
David Trushel
412-261-1842, Extension 369
Commercial Lines Account Executive
David Wright
412-281-1842, Extension 285
Employee Benefits Sales Associate
David Yuhas
412-261-1842, Extension 233
IT Department Applications Manager
Deanna Lutz
412-261-1842, Extension 361
Commercial Lines Account Analyst
Debra Miller
412-261-1842, Extension 294
Business Associate
Diane Gross
412-261-1842, Extension 362
Employee Benefits Senior Financial Consultant
Diane Ritter
412-261-3333, Extension 390
HB Retirement Senior Retirement Plan Consultant
Donna Brown
412-261-1842, Extension 281
Personal Lines Consultant
Dori Chitu
412-261-1842, Extension 259
Commercial Lines Account Analyst
Douglas M. Free
412-261-1842, Extension 371
Commercial Lines Construction Surety Consultant
EJ Heckert
412-261-1842, Extension 314
Employee Benefits Vice President
Eric Gardner
412-261-1842, Extension 266
Claims/Risk Control Senior Claims Specialist
Erika Finn
412-261-1842, Extension 1500
Personal Lines Analyst
Evan Benton
412-754-3271
Commercial Lines Account Manager
Evan Hirsh
412-261-3333, Extension 413
HB Retirement Relationship Manager Retirement Plans
Fawn Giddings
412-261-1842
Employee Benefits Benefits System Administrator
Gabriel Antoni
412-261-3333, Extension 433
HB Retirement Financial Advisor
George Heigel
412-261-1842, Extension 247
Employee Benefits Financial Consultant
Gunnar Riley
412-261-1842, Extension 387
Commercial Lines Account Manager
Haley Helbling
412-261-1842, Extension 287
Commercial Lines Business Associate
Hayden Seserko
412-261-1842, Extension 359
Employee Benefits Business Associate
Jack Ryan
412-261-3333, Extension 421
HB Retirement Financial Advisor
James Buldas
412-261-1842 , Extension 252
Commercial Lines Risk Advisor
Jared Sadowski
412-261-1842, Extension 348
Commercial Lines Vice President
Jayme Griffith
412-261-1842, Extension 346
Employee Benefits Senior Account Analyst
Jeanne White
412-261-1842, Extension 283
Employee Benefits Client Consultant
Jennifer Castellano
412-261-1842, Extension 313
Employee Benefits Client Consultant
Jennifer Downs
412-261-1842, Extension 207
Claims/Risk Control Senior Claims Specialist
Jennifer Kaboly
412-261-1842, Extension 355
Employee Benefits Client Support Specialist
Jennifer Meyer
412-261-1842, Extension 308
Employee Benefits Client Support Specialist
Jennifer Rumbaugh
412-261-1842, Extension 250
Employee Benefits Worksite Sales Leader
Jessica McMahon
412-261-1842, Extension 238
Commercial Lines Account Service Representative
John Aliveto
412-261-1842, Extension 227
Claims/Risk Control Risk Control Specialist
John DeSimone
412-261-1842, Extension 368
Human Resources Director
John Kirkpatrick
412-261-3333, Extension 415
HB Retirement Investment Research Associate
Joseph Cravotta
412-261-3333, Extension 354
HB Retirement Senior Plan Consultant
Justin Porco
412-261-3333, Extension 427
HB Retirement Client Services Associate
Karen Lewis
412-261-1842, Extension 249
Assistant to the Chairman
Karlyn Simpson
412-261-1842, Extension 230
Human Resources Coordinator
Kate Botkin
412-261-1842, Extension 312
Commercial Lines Business Associate
Kaylee Gross
412-261-1842, Extension 383
Commercial Lines Associate Account Manager
Kellie Moorcroft
412-261-1842, Extension 315
Employee Benefits Senior Financial Analyst
Kelly Drum
412-261-1842, Extension 330
Commercial Lines Senior Account Executive
Ken Kohnfelder
412-754-3094
Employee Benefits Sales Consultant
Kenneth Hoggay
412-261-1842, Extension 279
Employee Benefits Assistant Vice President
Kevin Bove
412-261-3333, Extension 412
HB Retirement Financial Advisor
Kevin Byer
412-261-1842, Extension 351
IT Department Help Desk Technician
Liane Ruch
412-261-1842, Extension 367
Executive Assistant
Lori Holzer
412-261-1842, Extension 254
Employee Benefits Client Support Specialist
Mak Kelly
412-754-3217
Commercial Lines Sales Consultant
Margaret Boucher
412-261-1842, Extension 245
Employee Benefits Senior Consultant
Maria Romito
412-261-1842, Extension 263
Employee Benefits Assistant Vice President
Marina Bernhard
412-261-1842, Extension 257
Administrative Assistant
Mark Hairston
412-261-1842, Extension 384
Commercial Lines Senior Financial Consultant
Mark Sikora
412-261-1842 , Extension 252
Employee Benefits Senior Financial Analyst
Marlayna Verenna
412-261-1842, Extension 316
Employee Benefits Financial Analyst
Mary Philbin
412-261-1842, Extension 280
Commercial Lines Consultant
Mary Thomas
412-261-1842, Extension 334
Commercial Lines Account Manager
Maryann Waruszewski
412-261-1842, Extension 267
Administrative Assistant
Matthew Klingensmith
412-261-1842, Extension 275
Commercial Lines Account Executive
Maura Clark
412-261-1842, Extension 218
Claims/Risk Control Risk Control Specialist
Max Cizauskas
412-261-3333, Extension 407
HB Retirement Senior Associate
Megan Jewell
412-261-1842, Extension 220
Employee Benefits Client Support Specialist
Megan M. Warzinski
412-261-3333, Extension 404
Managing Director of HB Retirement
Megan Rudyk
412-261-1842 , Extension 321
Employee Benefits Client Support Specialist
Melissa Full
412-261-1842, Extension 364
Commercial Lines Account Executive
Melissa Hoffman
412-261-1842, Extension 225
Personal Lines Personal Lines Supervisor
Michael Freas
412-261-1842, Extension 286
Employee Benefits Data Analytics Leader
Michael McKee
412-261-3333, Extension 256
Employee Benefits Sales Consultant
Michael Mills
412-281-1842, Extension 213
Employee Benefits Consultant
Michael Parsons
412-261-3333, Extension 409
HB Retirement Internal Plan Consultant
Michael Welhorsky
412-261-1842, Extension 305
Claims/Risk Control Risk Control Manager
Monica McConnell
412-754-3296
Employee Benefits Consultant
Monica Rue
412-261-1842, Extension 216
Commercial Lines Senior Business Associate
Nadine Duncan
412-261-1842, Extension 246
Employee Benefits Consultant
Nicole Criswell
412-261-1842, Extension 282
Commercial Lines Account Service Representative
Noelle Hoguet-Singer
412-261-1842, Extension 363
Commercial Lines Account Executive
Norah O’Neil
412-261-1842, Extension 243
Commercial Lines Senior Account Analyst
Pamela Gillespie
412-261-1842 , Extension 292
Commercial Lines Account Analyst
Patrick McCallister
412-261-3333, Extension 423
HB Retirement Senior Plan Consultant
Paul Mackey
412-261-1842, Extension 226
Commercial Lines Consultative Associate
Peter Horne
412-261-1842, Extension 242
In-House Counsel
Rachel Good
412-261-1842, Extension 365
Personal Lines Consultant
Rebecca Ash
412-261-1842 , Extension 375
Employee BenefitsStrategic Accounts Sales Consultant
Renee Anderegg
412-261-3333, Extension 418
HB Retirement Senior Sales Assistant
Robert Bernhart
412-261-1842, Extension 278
Commercial Lines Senior Claims Specialist
Robert Hippert
412-261-1842, Extension 291
Commercial Lines Account Executive
Ryan Casciani
412-261-1842, Extension 244
Commercial Lines Vice President
Samantha Curran
412-261-1842, Extension 336
Personal Lines Private Client Consultant
Samuel Greenwood
412-261-1842, Extension 329
Commercial Lines Senior Account Executive
Sara Bianco
412-261-1842, Extension 349
Commercial Lines Account Executive
Sara Selley
412-261-1842, Extension 258
Personal Lines Private Client Consultant
Sara Strate
412-261-1842, Extension 374
Employee Benefits Consultative Associate
Sarah Eberhardt
412-261-1842, Extension 331
Commercial Lines Account Manager
Sean Battin
412-261-1842, Extension 347
Commercial Lines Sales Consultant
Sean Ganoe
412-261-1842, Extension 215
Employee Benefits Vice President
Sean Hallisey
412-261-1842, Extension 335
Employee Benefits Sales Associate
Shane Kelley
412-261-1842, Extension 471
Commercial Lines Account Manager
Shari Herrle
412-261-1842, Extension 241
Employee Benefits Vice President, Director of Compliance
Sherry Rue
412-261-1842
Personal Lines Analyst
Sierra Christian
412-261-3333, Extension 381
HB Retirement Client Services Associate
Spencer Miller
412-261-1842, Extension 362
IT Department Director of Information Technology
Stacy Holmes
412-261-1842 , Extension 342
Commercial Lines Account Analyst
Stephanie Haskins
412-261-1842, Extension 255
Employee Benefits Client Support Specialist
Thomas B. Grealish
412-261-1842, Extension 209
President
Thomas J. Philbin
412-261-1842, Extension 289
Mergers and AcquisitionsStrategic Accounts Director
Tiffany Benigni
412-261-3333, Extension 431
HB Retirement Financial Advisor
TJ Snyder
412-261-1842, Extension 284
Commercial Lines Account Executive
Travis Campolong
412-261-1842, Extension 309
Employee Benefits Financial Analyst
Trisha Tolmer
412-261-1842, Extension 356
Employee Benefits Consultant

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.

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