About Us

Meet Our Team

 

Tim Buggy, CFP®
Retirement Planning Specialist

Tim Buggy has been providing personal financial services for 30 years.  He has a passion for financial planning and sees each client on a case-by-case basis.  Tim believes in an approach that helps clients identify their long-term financial goals and objectives.

Tim understands that planning for retirement can be confusing and time consuming.  Tim likes to help his clients take the hassle out of retirement planning and focus on income planning and asset preservation.  He is dedicated to learning about his clients by meeting regularly.  Tim is supported by a team of professionals that help him build long-term relationships with his clients and provide responsive customer service.

Tim received a Bachelor of Science degree from Indiana University of Pennsylvania.  He completed additional coursework at Duquesne University and currently holds a CERTIFIED FINANCAL PLANNER™ professional certification. He also received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania – a curriculum developed to provide Equitable Advisors financial professionals with a higher level of preparation and knowledge. 

Tim holds a series of financial education webinars for potential and existing clients. 

Tim has been happily married to his wife, Cherri, for over 30 years and has three children, Kara, Sara, and Timmy.  Outside the office, Tim enjoys fitness, skiing, golf, and watching the Steelers.

You can reach Tim at 724-766-7836 or tim.buggy@equitable.com.

 

 

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC.  

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Dave Pratti 
Financial Planner

When Dave Pratti joined Tim Buggy's team in 2006, he became instantly impressed with the company’s focus on targeting specific client needs rather than a one-size-fits-all model.  He teams up with Tim to understand each client’s financial picture and help them pursue their life goals. From initial client meetings to developing effective, appropriate, and suitable investment strategies, Dave is actively involved in each step of the planning process.

Dave holds a Bachelor of Science degree in Business Management from Robert Morris University.  He holds a Series 7 and Series 66 registrations and Life, Accident Health Insurance licensing. 

In addition to financial planning and maintaining client relationships, Dave welcomes new clients.

Outside of work, Dave enjoys spending time with his wife, Laura, and his four children, Josie, Vanessa, Leah, and David.  He also appeciates the great outdoors by hunting, fishing, and gardening. 

You can reach Dave at 724-766-7838 or dave.pratti@equitable.com.

 

Dana Balluch
Client Services Assistant

As the Client Services Assistant, Dana acts as a liaison between the client and financial professional.  She assists with customer service requests, including opening new accounts, completing account changes, and processing client deposits.  Dana plays the critical role of helping to prevent and solve problems, making clients’ lives easier. 

Prior to joining the Pittsburgh team in 2017, Dana worked as a financial analyst in the healthcare industry for seven years, as well as holding other accounting positions.  In these roles, she learned the value of attention to detail, research, and good listening skills.

Dana attended Pennsylvania State University in University Park, PA where she received a Bachelor of Science in Accounting. 

You can reach Dana at 724-766-7837 or dana.balluch@equitable.com.

 

Patrick Buggy

Patrick Buggy was brought in to assist Tim and Dave in late 2020.  He is responsible for new account set up, insurance policy delivery, and client service activities.  Patrick shares his banking and insurance expertise which has made him a welcome addition to the team.

Patrick attended Indiana University of Pennsylvania.  He has over 18 years of experience working in finance.  He served in multiple finance roles over the years. These include lending, small business, insurance, and relationship management.

Patrick enjoys spending time outdoors with his wife, Jesica, and two children, Izel and Lucas.  He participated in a sprint triathlon in 2017 and you would be surprised to know that he also went skydiving once, just once. 

You can reach Patrick at 724-766-7078 or patrick.buggy@equitable.com.

 

Sheri Ward
Marketing Associate

Sheri Ward joined the Pittsburgh team in 2014.  She serves as the team’s administrative and marketing assistant.  She is responsible for planning, developing, and implementing marketing strategies and supporting financial education workshop activities.  She manages the website, social media, and print and electronic communications.  Sheri also assists Tim with new business activities.

Sheri received a Bachelor of Science in Journalism from Ohio University in Athens, Ohio.  She has over 15 years of experience working in the financial services industry, where she focused on marketing and public relations activities.

Sheri enjoys spending time with her husband, Paul, and her two girls.  In her spare time, Sheri enjoys hiking, gardening, and teaching yoga.

You can reach Sheri at 724-766-7828 or sheri.ward@equitable.com.

Dana Balluch, Patrick Buggy, and Sheri Ward are not registered/licensed to offer securities, investment advisory services or insurance in any state.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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