The Partners of the Simon Group

at Hefren-Tillotson

The Simon Group specializes in financial planning and money management for retirees, entrepreneurs, business executives and professional athletes. Because of its loyal clients, The Simon Group of Hefren-Tillotson manages over $1 billion.

Senior Vice President

Jay Simon, CFP®

Jay.Simon@hefren.com (724) 940-0990 x 1620

Senior Vice President

Bradley E. Dishart, MBA

Bradley.Dishart@hefren.com (724) 940-0990 x 1623

Senior Vice President

Frederick Clerici

Frederick.Clerici@hefren.com (724) 940-0990 x 1622

Senior Vice President

John C. Mackie

John.Mackie@hefren.com (412) 633-1624

Senior Vice President

Ryan Larkin

Ryan.Larkin@hefren.com (724) 940-0990 X 1638

The Simon Group partners are Jay Simon, Brad Dishart, Fred Clerici, John Mackie and Ryan Larkin. Collectively, they represent over 90 years of experience at Hefren-Tillotson. The Simon Group prides themselves on advocating timeless (not just timely) financial principles. They seek to offer a high level of personalized service and have built their business through strong, long term relationships of trust. The group is active in the community and happy to serve and support many great causes.

Take the First Step!

Contact The Partners of the Simon Group

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.