Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory and financial planning firms, has announced the addition of three new Financial Advisors in its Wexford office.
Benjamin Burkley, Tamara Serafini and Chad Edwards will be responsible for the growth and maintenance of client portfolios with a focus on financial planning including investments, insurance, and retirement.
Burkley holds Series 7 and 66 licenses and a B.A. Degree in Economics from Grove City College. Prior to joining Hefren-Tillotson, he was an advisor and product performance analyst with Absolute Capital Management, and prior to that was employed at Federated Investors and Edward Jones.
Serafini holds Series 6, 63, 26, 7 and 65 licenses as well as her Life, Health, LTC and Variable Life Insurance license. A graduate of the University of Nebraska with a B.S. Degree in Psychology and Biology, Serafini was previously employed with Trilogy Financial Services in Tempe, Arizona, and SIMWEY Financial Group.
Edwards has spent a significant portion of his career as a mortgage and loan specialist with Dollar Bank and most recently as assistant vice president of private banking managing a portfolio of high net worth individuals. A graduate of the University of Pittsburgh with a B.A. degree in Economics, Edwards received several awards during his tenure at Dollar Bank including being named a Five Star Mortgage Professional in 2011, 2012 and 2013.
“As our firm continues to expand, we are pleased to add Ben, Tamara and Chad to our team in Wexford,” said Kim Tillotson Fleming, Hefren-Tillotson Chief Executive Officer. “Their experiences will add diversity and expertise to our service offering as well as continue to meet individual client needs in Pittsburghs growing northern suburbs.”
The Hefren-Tillotson Wexford office is located in the Stonewood East Building, 4001 Stonewood Drive. The company announced plans in June to construct and occupy in 2016 a 40,000 square-foot office building on Perry Highway in Wexford.