Dan Richmond is a First Vice President and CFP® Practitioner with Hefren-Tillotson, Inc. As a member of The McRoberts Group at Hefren-Tillotson and graduate of Hefren-Tillotson’s esteemed Financial Planning Department, Dan finds tremendous value in the MASTERPLAN process developed by the founders of the company. He prides himself on providing expert advice in the areas of investment management and estate, insurance, and retirement planning by leveraging his own skill sets with the unparalleled support provided by Hefren-Tillotson’s industry experts.
A graduate of the University of Pittsburgh’s College of Business Administration, Dan holds degrees in Finance and Marketing. Over the years, his experience in working with clients has continued to show the importance of approaching financial decisions from the perspective of a comprehensive financial plan. This plan continually helps his clients make rational decisions in order to protect their long-term financial well-being.
Dan holds the Series 7 and 66 securities licenses in addition to the Life, Accident, and Health license.
Dan resides in North Strabane with his wife Lisa and sons Logan, Benjamin and Jacob. When he is not in the office, Dan enjoys running as well as playing the guitar and singing at a local church.
The McRoberts Group at Hefren-Tillotson leverages the expertise of each of its members to better serve their clients. Executive Vice President Craig McRoberts leads the team with his extensive experience in working with both individual and corporate clients. As a CFP® practitioner, Dan Richmond enhances the team’s planning approach to working with clients. As our administrative assistants, Lori Wildman and Beth Markl focus their time providing our clients with the meticulous customer service they deserve.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.