PITTSBURGH Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory
and financial planning firms, has announced the appointment of two Financial Advisors to
Associate Vice President.
Dan Richmond specializes in the areas of investment management and estate, insurance and
retirement planning. A graduate of the University of Pittsburghs College of Business
Administration, Richmond holds the Series 7 and 66 securities licenses in addition to life,
accident and health licenses.
Tyler Vallano utilizes the Hefren-Tillotson MASTERPLAN to provide in-depth financial planning
for clients. He earned a Bachelor of Science degree in finance from Duquesne University.
Were proud to recognize the contributions of Dan and Tyler to our collective success, said
Kim Tillotson Fleming, Hefren-Tillotson Chief Executive Officer. Both will continue to assist our
individual and business clients with their expertise in financial planning and wealth
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and
retirement plan management and comprehensive, financial planning through MASTERPLAN for
individuals and businesses. The firms wealth management services are administered by
Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter
holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers
corporate services including 401 (k) retirement planning, executive financial counseling,
fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is
headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South
Hills, and Wexford.