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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
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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
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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
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William B. Beale
Chief Operating Officer
As Chief Operating Officer, William steers the company’s Strategic Plan, further developing and refining cohesive sales and service teams, and streamlining administrative operations and corporate decision-making.
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.
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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
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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
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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
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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
