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<strong>Meet Your Team</strong>

Meet Your Team

At Henry Wealth, our team of experienced caring professionals have helped many people just like you gain more confidence in their financial futures.

Our advice & guidance are custom-tailored to address your unique situation.

Philip C. Henry, ChFC, CFS

President

412-838-0200 ext 204

Phil@HenryWealth.com

Philip C. Henry is the founder and president of Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. After spending the first twenty years of his career with a large financial services firm, Phil founded HWM...

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Daniel L. Henry, CLU

Vice President

412-838-0200 ext 203

Dan@Henrywealth.com

Daniel L. Henry is a partner/shareholder with Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. He holds the prestigious Chartered Life Underwriters (CLU) designation from The American College, reflecting...

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Tracey Casillo

Client Service Director

412-838-0200 ext 201

Tracey@HenryWealth.com

Tracey Casillo is the Client Service Director for Henry Wealth Management, LLC. Tracey joined the firm in November 2010 with more than 13 years of professional experience, having previously worked in the healthcare industry. Tracey...

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Lori Lerda

Administrative Assistant

412-838-0200

Admin@HenryWealth.com

Lori Lerda is an Administrative Assistant joined Henry Wealth Management in August 2020. Her prior experience included six years working as an Executive Assistant at Federated Investors followed by 25 years of raising four children....

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CHRISTOPHER T. CANNON,&#160; MSAPM, CFP&#174;, RICP&#174;, AIF&#174;

CHRISTOPHER T. CANNON,  MSAPM, CFP®, RICP®, AIF®

Owner

Affiliate Wealth and Retirement Plan Advisor

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DONALD J. SETTINA,&#160;CFP&#174;, PPC&#174;, CLU&#174;, CAP&#174;

DONALD J. SETTINA, CFP®, PPC®, CLU®, CAP®

Business Owner Consultant
 

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KEITH TRAFFICAN

KEITH TRAFFICAN


Wealth Advisor
 

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KATIE CLARK,&#160;CPFA&#174;,&#160;FPQP&#174;, PPC&#174;

KATIE CLARK, CPFA®, FPQP®, PPC®


Paraplanner
Retirement Account Executive

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CYNTHIA MAKOWSKI<br/>&#160;

CYNTHIA MAKOWSKI
 

Chief Financial Officer

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SHARON PIVIROTTO

SHARON PIVIROTTO


Client Relationship Specialist

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Take the Next Step

Whether you are just starting out, nearing retirement, or already there, we have the experience, insights, and solutions to help you achieve your most important goals. Contact us today to schedule your initial consultation and see how the Henry Wealth Team can make a real difference for you and your family.

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