Daniel L. Halle

Vice President

Dan, our director of retirement plan services, has more than a dozen years’ experience in all aspects of qualified retirement plans.

Most recently, he served as Managing Director of Qualified Retirement Plans for MassMutual Financial Group in Knoxville, Tennessee. For nearly 10 years he acted as Regional Director for ING in western Pennsylvania and West Virginia. He also was Vice President and Manager of Retirement Plans for Heritage Trust Company, one of the largest independent trust organizations in the nation. Additionally, he was a retirement plan consultant for a Pittsburgh based company specializing in retirement plan consulting and administration. Dan has appeared regularly as an expert on qualified plan issues on Pittsburgh radio stations. He graduated summa cum laude with a B.S. degree in Business Administration from West Virginia University, and is pursuing his Certified Employee Benefit Specialist (CEBS) designation.