PRP Board of Directors
Jim Wojciak
Federated Investors, Inc.
412.916.8150
jwojciak@retirementpro.org
Jim Wojciak is a Vice President and Senior Retirement Consultant at Federated Investors where he promotes the use of the Federated Funds thru working with Plan Advisors, Providers, Sponsors, and Participants. His covers the North East Territory for Federated. Jim has been with Federated Investors for over 12 years. Jim is the current President of the Pittsburgh Retirement Professionals.
Rod Diaz
HBKS Wealth Advisors
724.934.8200
rdiaz@retirementpro.org
Rod Diaz joined HBKS in 2019 as the firm’s Manager of Retirement Plan Services.
Rod began his career in financial services as an investment banking analyst with Parker/Hunter and rose to the position of Syndicate Manager.
As a financial advisor he was a founding member of Parker/Hunter’s Wealth Management team and built the firm’s Corporate and Executive Service group to facilitate stock option exercise programs, employee stock purchase plans and retirement plans.
Rod holds a bachelor’s degree in Architecture from the University of Notre Dame and an MBA from Carnegie Mellon University. He has also successfully completed the Chartered Retirement Plans Specialist Designation Program (CRPS) and is an Accredited Investment Fiduciary Advisor (AIFA).
Daniel L. Halle
Trust Capital Fiduciary Advisors
866-878-7261
dhalle@retirementpro.org
Dan is President and Managing Partner at Trust Capital Fiduciary Advisors. a national Investment Advisory Firm with offices in Western Pennsylvania and New York. Dan is also a consultant to recordkeeper and administrator, P&A Group. Dan has over 25 years of experience providing retirement plan consulting, fiduciary investment services, employee education and ERISA administration to qualified and non-qualified retirement plans. Dan also provides wealth management and financial planning services to individual investors. Dan gained his experience while working for a regional trust company, two national retirement plan recordkeepers and as President of a regional third party administrator and investment advisory practice.
Dan is a Summa Cum Laude graduate of West Virginia University and has successfully completed the Accredited Investment Fiduciary program and Retirement Plan Associate through the International Society for Employee Benefit Specialists and the Wharton School of Business.
Charley Kennedy
HUB International
412.551.1517
ckennedy@retirementpro.org
Charley is the Retirement & Private Wealth Practice Leader for the Three Rivers Region (Ohio, Western / Central PA) of HUB International, a top-five national insurance brokerage firm. Based in Pittsburgh, Charley has 35 years of experience in servicing workplace retirement plans in varying capacities having previously served in the C-Suite of multiple national recordkeeper firms and as the founder of the investment advisory firm Fiducia Group (sold to HUB in 2021). He is an AIFA®, C(k)P®, CPFA and CPA (license inactive).
Elizabeth Harris-Pander
Voya Financial
412-400-2188
epander@retirementpro.org
Elizabeth is the Regional Vice President of Corporate and Tax Exempt Retirement Plan Sales covering both Western Pennsylvania and Northern West Virginia. She has been working in the financial services industry for over 21 years and has focused solely on retirement plans for the last 18 years. During her tenure in the industry, Elizabeth has dedicated her learning around many aspects of the business from employee education, to plan administration, to ERISA compliance and more. As a student of the business, she feels it’s most important to continually learn and be a resources for others as the industry evolves. Elizabeth is a graduate of Penn West-Clarion University and currently lives in Moon Township, PA with her husband Jered, and their sons Adam and Ari.
Kevin McDonough
Principal
412-123-4567
kmcdonough@retirementpro.org
As a Senior Director of Retirement Sales with Principal®, Kevin provides investment, plan design, and education services to financial professionals and plan administrative consultants in Pittsburgh area.
Kevin’s expertise includes working with corporate and tax- exempt organizations. He provides input on design of retirement programs, including 401(k), 403(b), 457, defined benefit, employee stock ownership (ESOP), and nonqualified plans.
Kevin is a registered representative of Principal Securities, a member of The Principal Financial Group – Series 7 and 66. He also has his PA Life & Health License. Kevin graduated from LaRoche University in Pittsburgh, PA where he majored in finance and was the captain of the men’s baseball team. He also earned a master’s degree from Seton Hall University in South Orange, NJ.