Joe began his career at Hefren-Tillotson in May 2012. He gained valuable experience early on by working as a member of Hefren-Tillotson’s highly respected Financial Planning Department, where he provided in-depth financial research and analysis for thousands of clients before ever sitting down with one of his own. In 2017, Joe transitioned to the Financial Advisor role, focusing on offering the highest level of financial services and expertise to clients. He later joined Baird as a result of the merger between Hefren-Tillotson and Baird in 2022 and founded the Yezovich-McGrath Group in 2024.

Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and a Chartered Financial Analyst (CFA®) Charterholder. He proudly practices the ethical standards set forth by the CFA Institute and CFP® Board, always placing the interests of his clients before his own. Joe graduated magna cum laude from Saint Vincent College, earning a Bachelor of Science Degree in Finance with a minor in Economics.

Much of Joe’s time is spent helping individuals and families transition through major life changes such as retirement, selling a business, losing a loved one and the birth of a child. He provides expert guidance in the areas of investments, retirement, tax, insurance, and estate planning, and is committed to providing the highest level of service to every client.

In his spare time, Joe enjoys staying physically active at the CrossFit gym, listening to live music, eating out at many local restaurants, and riding the back-country roads on his Harley. He also really enjoys spending time with friends and family – Joe is one of twelve children, and his wife is one of ten. Joe currently resides in Irwin with his wife Maria, sons Rocco and Vincent, and daughter Lucia.

Mike joined Hefren-Tillotson in 2004 serving first as the Director of Financial Planning and then as Chief Client Officer (CCO). During his tenure as Director of Financial Planning, Mike provided in-depth financial research and analysis for thousands of complex financial plans and mentored every planner in the department. As CCO, Mike was responsible for creating the vision and facilitating the delivery of an exceptional client experience across Hefren- Tillotson. His leadership led to the creation of a Technology Training and Support Team that spearheaded a forward-thinking approach to technological opportunities and applications across the firm. Since the move to Baird, Mike is enjoying the Financial Advisor role and devoting his time to the service of his clients.

Given Mike’s vast experience with and natural affinity for financial planning, his expertise as a Financial Advisor lies in providing goal-oriented financial planning and guidance specific to the unique concerns of multigenerational families. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, an Investment Advisor Representative, Registered Representative and a Licensed Agent for Life, Accident and Health Insurance. Mike is a graduate of Leadership Pittsburgh (Class XXXI) and has completed the three-year Securities Industry Institute program at the Wharton School. He has contributed his financial planning expertise to the Your Money & You radio show many times over the years.

A native Pittsburgher, Mike is passionate about all things Steelers, Pirates and Penguins related. He now lives in Pine Township with his wife, Stephanie, and two children, Harrison and Abby.

Alex joined the Yezovich-McGrath Group as a Financial Planner in the Spring of 2024. She previously managed the Pittsburgh Financial Planning team at Baird. She worked closely with the other financial planners, as well as financial advisors to deliver the MASTERPLAN to Baird clients which is a comprehensive, written evaluation of your financial situation.

Alex came to Baird in 2022 as part of the Hefren-Tillotson merger. Prior to that, she was a career employee of Hefren- Tillotson serving advisors and clients for over 9 years in various roles within the financial planning department, ending her time there as the Director of Financial Planning. She is CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Certified Private Wealth Advisor (CPWA®) professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.

Alex is also a member of the Pittsburgh Chapter of the Financial Planning Association (FPA) and she graduated Cum Laude from Allegheny College with a bachelor’s degree in Managerial Economics and a minor in Studio Art. She graduated from the Leadership Development Initiative in 2021 which is an 8-month program for high potential young professionals focusing on leadership skills, community engagement, and network building.

Alex lives in a suburb north of Pittsburgh and she enjoys spending time with her family which consists of her husband Conner, their daughter Riley, son Elliot, and two cats, Lily and Rumble.

Maria is a Senior Client Specialist that serves as the Group manager. She has been working with her brother, Financial Advisor, Joe Yezovich, since the fall of 2017. Maria is a Registered General Securities Representative and enjoys working directly with clients as a first point of contact to address their needs and inquiries. Maria came to the Group from the Electronic Funds Transfer department of BNY Mellon where she served as the Compliance and Quality Assurance Manager. Before entering a career in financial services, Maria was a public high school teacher. She shares her home and loves exploring the outdoors with her three dogs. She also enjoys spending her weekends as the lead singer of the local cover band, Walkin’ Rosie.

Group Client Specialist, Jenna, has been in her role since the beginning of 2022. She is a Registered General Securities Representative and a sister of Financial Advisor, Joe Yezovich. Jenna oversees all scheduling for the Group and is an expert in many aspects of client support as well. Before joining the Group, Jenna was a Marketing Project Manager intern with MSA. She likes spending her free time with her husband, Dillon, as well as family and friends. Jenna is a former collegiate women’s volleyball player who enjoys remaining involved with the sport as a coach for several local school teams.