A financial
partner for
people who
value
character.

Robert Hapanowicz

CEO, Senior Wealth Advisor

Bob founded Hapanowicz Financial with a simple but powerful goal: to help people pursue their financial dreams with clarity and confidence. Hapanowicz Financial has guided clients through life’s most meaningful milestones — from retirements to building enduring family legacies.

As CEO, Bob’s management style flips the Hapanowicz organizational pyramid upside down, in this way Hapanowicz Team members are at the top, being served by management and the firm as the they serve clients with investment management, retirement income, tax, estate, and advanced planning to its clients. He has built the firm to assist those with sophisticated and often complex financial and life issues.

He created and built Hapanowicz Financials’ unique service model – Seasons of Wealth Management, a comprehensive, financial planning based, guide for clients how they may be served. He staffs the firm to provide an all-inclusive SoWM experience, going deep within client relationships, with the objective of providing the very best outcomes.

Bob & Tina live in Nevillewood, enjoy golf in their spare time, and host many family dinners. They believe that learning and education begin at the dinner table. Bobby, RICP is employed at the firm as a Sr. Wealth Advisor and is the future leader of Hapanowicz Financial. After a long and wonderful career as a Lead wealth Advisor, it is bitter-sweet that Christina, CFP is most focused on her young family, however we are fortunate that she devotes time to our sister company Hapanowicz Enterprises as Keeper of the Brand directing our digital outreach for Hapanowicz Financial, and is available for the occasional client or team member inquiry.

Bobby Hapanowicz, RICP®

Senior Wealth Advisor

Bobby is a Senior Wealth Advisor at Hapanowicz, where he guides, heads, directs and manages an advisory team dedicated to helping individuals, families, and business owners navigate financial complexity with clarity and purpose. In his role, Bobby works directly with clients to design and implement comprehensive financial strategies, while also supporting other team members in this pursuit.

Since joining Hapanowicz, Bobby has developed a deep appreciation for the transformative impact of thoughtful, process-driven financial planning. He believes that when approached with intention and collaboration, planning empowers clients to pursue their vision and achieve lasting financial confidence.

Bobby began his career at Hapanowicz as a member of the firm’s investment committee, where he contributed to portfolio research, strategy, and trading. He later transitioned to his current role, where he continues to integrate investment insight with holistic planning to deliver client-centered outcomes.

Bobby is a RICP® professional and holds FINRA Series 7 and 66 securities registrations through Financial and earned his Bachelor of Arts in Managerial Economics, with a concentration in Communication Arts, from Allegheny College.

Christina Simmonds, CFP®

Keeper of The Brand

Christina, is a CFP and through her work with Hapanowicz Enterprises leads our digital marketing as Keeper of The Brand at Hapanowicz Financial.

Christina believes a straightforward, honest approach with clients helps them better understand their wealth management and how it relates to their goals. Most importantly, Christina is passionate about the connections and relationships that are built with clients of Hapanowicz and in making a meaningful impact in their lives. This experience translates to the Hapanowicz digital ethos and message.

Christina’s entire twelve-year career in finance has been with Hapanowicz. She worked part-time at Hapanowicz throughout high school and college, transitioning to full-time after she graduated from Duquesne University in 2014.

Christina started out in office administration, then transitioned to client services before becoming a licensed advisor and working directly with clients. Throughout these transitions, she has developed an intimate understanding of all levels and aspects of the industry, which helps her tremendously in her work with clients today. Christina is a licensed advisor and a Certified Financial Planner (CFP®). She holds a Bachelor of Science in Business Administration from Duquesne.

Julia Boamah

Director of Operations

Julia graduated from the University of Pittsburgh in 2010 with a degree in Business Marketing. She began her career in the financial services industry at a community bank in her hometown of Johnstown, Pennsylvania, where she quickly advanced into a management role. During this time, she developed a strong foundation in client service, team leadership, and operational management.

In 2019, Julia relocated to Pittsburgh and transitioned into the wealth management industry, where she continued to expand her expertise in practice management and operational strategy.

As Director of Operations, Julia leads the firm’s operational infrastructure and oversees day-to-day client service functions. She works closely with advisors and team members to enhance efficiency, implement streamlined processes, and ensure a consistent, high-quality client experience. Known for her organization, problem-solving abilities, and collaborative leadership style, Julia plays a key role in supporting the firm’s continued growth and operational excellence.

In addition to her operational leadership, Julia helps coordinate team initiatives and client events, fostering a strong sense of connection within both the team and the client community.

Outside of the office, Julia enjoys spending time with her husband, their three children, and their dog. Much of her free time is spent cheering on her kids at their sporting events, and she especially values opportunities to travel and create lasting memories with her family.

Trey Davis

Portfolio Manager

Trey Davis serves as Portfolio Manager, supporting investment strategy, portfolio construction, and client communication. He brings several years of experience in wealth management and financial planning, having worked closely with high-net-worth individuals and institutional clients to deliver customized investment solutions.

Before joining the portfolio management team, Trey held roles across advisory and planning functions, where he developed a strong foundation in asset allocation, risk management, and financial modeling. His hands-on approach to relationship management and deep understanding of client needs continue to inform his work in supporting discretionary portfolio mandates and investment research efforts.

In his current role, Trey focuses on deepening his knowledge across asset classes and enhancing investment processes that drive long-term client outcomes. He is passionate about combining rigorous analysis with practical decision-making to support effective, transparent portfolio management.

Eric Forsythe, CPA, CEPA

Lead Wealth Advisor

Eric is a Lead Wealth Advisor with Hapanowicz.

Prior to joining the firm, Eric spent 28 years in corporate-based accounting and senior leadership roles, and has worked for ALCOA, Heinz, and LKQ Corporation. In his role as LKQ’s West Region Vice President, Eric led a team consisting of 1,100 employees to an earnings growth rate exceeding 71% during his six year leadership period.

Throughout his professional career, Eric’s most satisfying achievement has been mentoring and coaching others to assume greater levels of professional responsibility. Positively impacting the lives of others became his motivation to become a financial planner.

Eric believes that his servant leadership style allows him to build trust and strengthen relationships with clients.

Eric holds a Bachelor’s Degree in Accounting and Business Administration from the University of Pittsburgh and a Master’s of Science in Accounting and Taxation from Florida Gulf Coast University. Eric is also a Certified Public Accountant and a Certified Exit Planning Advisor. He passed the CFP® Exam in November 2024.

Dante Sienko, RICP®

Lead Wealth Advisor

Dante is a Lead Wealth Advisor at Hapanowicz, specializing in financial planning to help clients pursue their retirement goals. With a strong foundation in investment strategies, he believes that sound planning is essential to empowering clients in their pursuit of financial success.

Dante graduated from Westminster College, where he served as President of the Entrepreneurship Center, was a four-year letterman pitcher on the baseball team, and participated in the student analytic program in conjunction with Moody’s Financial.

Dante began his post-college career as an insurance agent with The Agent Insurance Services before transitioning to a wholesaler role with Federated Hermes Investment Managers for over two and a half years, where he gained significant insights into investment management. He holds FINRA Series 7 through LPL Financial and 66 securities registrations, which allow him to tailor his approach to meet the unique needs of each client.  

In his downtime, Dante enjoys traveling, playing golf, and has a passion for foreign cars.

Cheryl Brown, CFP®

Lead Wealth Advisor

Cheryl Brown, CFP, joined Hapanowicz Financial as a Lead Wealth Advisor, with more than 18 years of experience in financial services and portfolio management. Prior to joining the firm, she spent three years as a Financial Planner at a San Jose–based registered investment advisory firm, where she specialized in retirement planning and equity compensation strategies. Earlier in her career, Cheryl spent 15 years at large brokerage firms, developing a broad and deep foundation in wealth management.

Throughout her career, Cheryl has played a critical role in client engagement and satisfaction by building customized financial plans and fostering long-term, trusted relationships. She is known for her thoughtful, client-centered approach and her ability
to translate complex financial concepts into clear, actionable guidance.

Cheryl is a graduate of Clarion University of Pennsylvania with a degree in Finance and earned her Certified Financial Planner™ certification in November 2024.

Outside of work, Cheryl enjoys spending time with family and friends, traveling, and volunteering with local organizations.

Nicholas Owczarzak, AAMS®

Lead Wealth Advisor

Nick is a Lead Wealth Advisor at Hapanowicz.

Nick helps families understand tax mitigation strategies and complex trust and estate planning needs while generating reliable income throughout retirement. His primary objective is to bridge the gap between specialists and make the experience as seamless as possible for his clients. Too often, clients find themselves playing telephone between their advisor, CPA, attorney, and even their own family. His goal is simple: one call, one email, or one text, and everyone begins working together in concert.

Prior to joining Hapanowicz, Nick served as a VP, Financial Consultant with Charles Schwab, where he advised individuals and families representing more than $800 million in assets, helping them develop and navigate comprehensive investment and wealth management strategies. He began his career in the industry at JPMorgan Chase, where he worked as an AVP, Private Client Banker, serving as the primary point of contact and coordinating a team of specialists to meet the needs of established families throughout Pittsburgh.

Nick is an Accredited Asset Management Specialist® through the College for Financial Planning and studied Investment Management Theory & Practice through Yale School of Management.

Outside the office, he devotes his time to his wife and children, renovating their century-old home, golfing, shooting sports, and participating in several whiskey tasting groups.

Email: nowczarzak@hapfinancial.com
Phone Number: (412) 877-9949

David Radziak, CFP®

Lead Wealth Advisor

David began his professional career as an ACCEL Retail Development Program Associate for PNC Bank in Alexandria, VA in 2014 and eventually advanced to a Private Client Experience Relationship Manager II role in 2017 where he built meaningful, long-term client relationships by listening and learning what their personal and financial values were, which led to providing guidance and support in taking actionable steps to address their financial needs, to making sound, well-informed economic decisions, and ultimately accomplishing their financial goals (lending needs, credit utilization, day-to-day banking and money management, short and long term savings).

David graduated Summa Cum Laude (Highest Honors) from East Stroudsburg University of Pennsylvania in May 2013, with a Bachelor of Science in Business Management (Specialization in Finance), and a Minor in Economics, and was a two-year letter winner as a wide receiver on the football team (Division II – Pennsylvania State Athletic Conference). David was also the recipient of a 2012-2013 East Stroudsburg University Parent’s Association Scholarship for academic excellence and university involvement and a 2012 Sigma Beta Delta Inductee: International Honor Society in Business, Management, and Administration (Ranked top 31 out of 650 students in his major – Top 5%).

David received an Executive Certificate in Financial Planning from the Duquesne University Palumbo-Donahue School of Business in May 2019 and subsequently obtained the CERTIFIED FINANCIAL PLANNERTM designation in May 2020 (CFP BOARD ID: 344992).

Prior to joining the Hapanowicz Financial team, David was a Financial Planning Analyst at Allegheny Financial Group in Pittsburgh, PA for almost four years where he gained comprehensive financial planning experience (tax, estate, and retirement income planning, investment strategy and portfolio analysis, pension and employee benefits, insurance and risk management).

Personally, David values family most and finds meaning and purpose through his relationships. He loves music (with Spotify playlists ranging from Oldies to Christmas to specific places he has visited, such as Ireland); traveling; hiking; reading; sports; and weight training.

Matt Burdette

Associate Wealth Advisor

Matt is an Associate Wealth Advisor at Hapanowicz, specializing in financial planning and taking pride in his role in developing unique and personalized solutions for every client to address their own individual goals. 

He graduated from the University of Pittsburgh in May 2024 with a Bachelor of Science in Statistics, a Minor in Economics, and an Honors Distinction. In his time outside of the classroom he served on the board of various organizations with roles ranging from Vice President to Treasurer to Fundraising Coordinator. 

Matt began his career at Northwestern Mutual as a financial representative and acquired his Series 7 while receiving direct mentorship from multiple Forbes Listed Financial Security Professionals in his two and a half years there.

He is a lifetime learner and will be sitting for his CFP exam October 2026 and CFA Level 1 exam November 2026 as he continues to develop skills that he hopes will impact clients and their families for generations. 

In Matt’s spare time he loves to hike, play board games, and exercise.

Leah Simmons

Client Service Associate

Leah Simmons is a Client Service Associate II at Hapanowicz Financial, where she supports firm operations, account administration, and investment-related processes while assisting clients throughout various service and onboarding needs. With several years of experience in banking and financial services, Leah brings a strong foundation in operational efficiency, organization, and client service to her role. She is responsible for supporting account establishment, coordinating paperwork and documentation, assisting with 401(k) rollovers, and helping ensure operational processes are completed accurately and efficiently.

She holds certificates in Business Management and Project Management from Cornell University, further strengthening her expertise in workflow coordination, problem-solving, and operational support. Leah is passionate about creating efficient processes, supporting team success, and providing a responsive, detail-oriented experience for clients throughout each stage of the service process.

Outside of work, Leah enjoys spending time with her husband, their two children, and their dog. Much of her free time is spent cheering her children on at sporting events and coaching them on the field, where she brings the same energy, teamwork, and leadership she demonstrates professionally.

Mason Hudson

Client Service Associate

Mason is a recent graduate of Pennsylvania Western University, where he earned a degree in Business Finance. During his time in school, Mason worked as an Client Service Associate at Hapanowicz Financial, gaining valuable experience and insight into the financial services industry.

As a Client Service Associate, Mason brings a strong understanding of client servicing, operations, and investment processes, and is committed to providing an excellent experience for clients.

Outside of work, Mason enjoys spending time with his two Golden Retrievers, Hope and Harley, as well as being with friends and family.

Catherine Coury

Sr. Operations Specialist

Cathy is most likely the friendly voice you hear on the other side of the phone when you call Hapanowicz! Her position on the team is all-encompassing, comprised of optimizing business processes within the Operations and Marketing departments. While Cathy has been with Hapanowicz for four years now, her entire career consists of extensive experience in administrative support and customer service. Cathy came out of retirement to join the Hapanowicz team, taking on her current position, allowing her to contribute to her overall sense of happiness, connectedness with others, and feeling of accomplishment.

Chelsea Wasdick

Administrative Assistant/Intern

Chelsea is a junior at the University of Pittsburgh pursuing a degree in accounting. She is currently serving as an intern, where she is gaining hands-on experience in financial advisory and expanding her understanding of how sound financial strategies help individuals and businesses reach their goals.

With plans to pursue her Certified Public Accountant (CPA) license, Chelsea is passionate about learning the financial side of businesses and how effective planning, budgeting, and analysis can support long-term success. She enjoys helping people better understand their finances and make thoughtful decisions about their expenses and financial future.

Through her internship, Chelsea is eager to continue developing her technical knowledge while learning from experienced professionals in the field. She is excited to build the skills necessary to make a meaningful impact in the accounting and financial advisory profession.

Kaleb Frew

Administrative Assistant/Intern

Kaleb is an upcoming senior at Robert Morris University pursuing a degree in Finance and Financial Planning, with a minor in Accounting and a certificate in Applied Data Analytics. He is currently serving as an intern, where he is gaining hands-on experience in financial advisory services and expanding his understanding of how effective financial strategies help clients achieve their long-term goals.

Through his internship, Kaleb is developing his skills in financial planning, and client relationships. He is passionate about building strong connections with clients and learning how thoughtful planning and strategic decision-making can support both individuals and businesses.

Kaleb plans to pursue his Certified Financial Planner (CFP) certification and is driven by a strong interest in helping others make informed financial decisions. He is eager to continue learning from experienced professionals while building the technical and interpersonal skills necessary for a successful career in financial services.

Noah Howard

Administrative Assistant/Intern

Noah joined Hapanowicz Financial as a Wealth Management Intern in 2026, where he supports investment committee research and assists with the preparation of client planning materials.

Noah is studying Finance and Business Analytics at the University of Pittsburgh, with an expected graduation in May 2029, and has earned Dean’s List honors each semester. On campus, he is a senior analyst in the Socially Responsible Investment Portfolio, a student-managed fund with more than $1.7 million in assets, and remains actively involved in other activities across campus. He is also a co-founder of ScoutWise, a fintech startup developing an equity valuation platform that placed fifth out of 70 teams in the Big Ideas Competition hosted by the University of Pittsburgh and Carnegie Mellon University.

Noah holds the FINRA Securities Industry Essentials (SIE) credential, as well as Bloomberg Market Concepts and Finance Fundamentals certifications. He is interested in pursuing a career in wealth management and plans to pursue the CFP designation.

Noah is from Downingtown, Pennsylvania. Outside of work, he enjoys basketball, guitar, piano, reading, and staying up to date on financial markets and investment trends.

Medha Pendota

Administrative Assistant/Intern

Medha joined Hapanowicz Financial as a Wealth Management Intern in 2026, where she is gaining hands-on experience in Wealth Management and Financial Advisory services while expanding her understanding of how financial planning can help individuals and families work toward their long-term goals.

Medha is a junior at the University of Pittsburgh pursuing a degree in Finance with a minor in Economics, with an expected graduation in May 2029. She is actively involved in Women in Business at the University of Pittsburgh, here she connects with other students interested in developing their professional and leadership skills. She also serves as the Business Manager for SODA, a nonprofit organization, where she helps support the organization’s business operations and contributes to its continued growth.

Medha hopes to build a career in the financial services industry, with a particular interest in wealth management and financial advising. She is eager to continue expanding her knowledge of financial planning, investment strategies, and client relationship management while gaining meaningful hands-on experience.