About Us

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Strategic Path Retirement’s deep experience and complete advisory services personalize the retirement process and help clients plan for a better future. Our team helps clients transition from work to retirement. We navigate taxes, health care, and investments throughout the retirement process. We give clients a better path to imagine a rewarding retirement.

Over the last few years, FOCUS4Financial and Strategic Path leaders saw a synergy to work together.Retirement became a reality for so many near-retirement couples. Companies started adopting better retirement plans for their employees. Today, the companies are one under Strategic Path. Our team gives clients a realistic, open road to imagine a rewarding retirement.

We hope that you will learn a little more about us today. We are passionate about people – our families, friends, clients, and the communities in which we work and live.

Our Team

Brian Hill, CFP®

Managing Partner/Advisor
412-489-5174 | Email

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Brian Hill loves to explore parks and trails with his wife, Caitlin, and their four children, Mason, Jake, Beckett, and Cora. The family spent four weeks driving across the country in 2019 and they had an amazing adventure. They unplugged and didn’t bring tablets, DVDs, or electronics for the boys. “We did it old school with books and games, and the boys loved it.”

Brian was fascinated by finances at an early age. Growing up in a middle-class family, he knew if he wanted something beyond the necessities, he had to work to pay for it. He began college as a marketing major but switched to finance and never looked back. “I was enthralled by investments and the financial markets from that point forward,” says Brian.

His first job out of college was selling mutual funds, but he quickly learned he was not cut out to be a salesperson, so he left to work for a bank where he helped clients with their investment portfolios. “This is where I learned the importance of financial planning. To this day, I find the greatest fulfillment in my work when I help solve a complex problem for my clients.”

Candor and honesty are the personality traits Brian relies on the most to perform his job. “Having all of the financial aptitudes in the world isn’t useful if you can’t honestly share the best recommendations with your clients. Sometimes you must tell someone that they can’t retire at a certain age, or they may need to decrease their spending or work longer. Those are hard conversations to have, but you need to be honest to help them reach their goals.”

Brian’s credentials include:

Bachelor’s degree from Mercyhurst University with a concentration in finance
MBA from Robert Morris University
Insurance licensed in life, health, and disability insurance in PA, WV, OH, SC, and NC
Earned his CERTIFIED FINANCIAL PLANNER™ Certification or CFP® Certification

Bob Malcolm, AIF, RICP, CPFA, PPC

Managing Partner/Advisor
412-913-7203 | Email

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An avid runner and tennis player, you may find Bob running the communities of Carnegie, the North Hills, or even Oakland– depending on if college is in session. If you don’t see Bob around town, he’s probably watching his youngest daughter play for the University of Pittsburgh Women’s Basketball Team. He also has three other children currently in Pittsburgh colleges. He has been married over 25 years, and both he and his wife were born and raised in Pittsburgh. His newer hobbies are pickleball and disc golf.

Bob joined Strategic Path in early 2022 and is the principal of FOCUS4Financial. Bob has worked in the retirement industry since 1992. Bob has provided advisory services to hundreds of companies at FOCUS4Financial, Federated Investors, and Principal Financial.

He has created Focus on Finance Literacy, an educational resource that seeks to eradicate financial illiteracy, and is a speaker/presenter for employer-employee workshops on numerous financial topics.

Bob’s credentials include:

Insurance licensed in life and health insurance license.
He has earned the designations of Accredited Investment Fiduciary (AIF®), Retirement Income Certified Planner (RICP), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant (PPC®).

Edie Meyer CRPC®

Partner/Advisor
412-489-5174 | Email

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Edie Meyer CRPC® enjoys spending time with her husband, Bill, and their twins, Will and Marleen. For Edie, nothing beats a good book, the family’s Friday pizza nights, or surprising everyone with a fresh batch of her famous chocolate chip cookies.

Edie never envisioned working in the financial services industry. Her first job out of college was a sales position and she came to realize she enjoyed helping people more than selling them a product. She developed an interest in banking, which led to a career in banking and the finance industry. “By nature, I am a person who enjoys helping others to meet their goals. In my day-to-day activities, I am fortunate to have the opportunity to be a part of our clients’ financial journey,” says Edie.

“I believe you should always be grateful, feel blessed, and be thankful for all your journeys in life,” says Edie.

Edie’s credentials include:

Bachelor’s degree in communications with a psychology minor from Edinboro University of Pennsylvania
Pennsylvania insurance license in life, health,  and disability insurance
Pennsylvania notary

Edward Schoeb

Financial Planner
412-489-5174 | Email

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When Ed Schoeb isn’t running between sporting events, he and his wife, Mara, and their four children enjoy the outdoors and cycling together. Hilton Head Island is the family’s favorite vacation spot.

When Ed was only a teenager, he reached a milestone of $10,000 in savings and asked his uncle, Bob, where he could get a better return on his money than the local church credit union. “I always considered him to be the smartest person in the room, but he didn’t have an answer for me. That’s the moment when my journey in the financial world began,” says Ed.

Ed also learned some tough lessons from his father who never trusted anyone with his money and ended up making some poor decisions with his retirement savings. “Trying to fix bad decisions 20 years after the fact is often detrimental to one’s retirement. That’s why we strive to help our clients avoid critical mistakes before they happen.”

Ed believes that honesty and integrity are the greatest traits he can offer his clients. “Anyone will do business with you because they like you, but no one will refer their friends and family to you unless they trust you.”

Ed’s credentials include:

Bachelor’s degree in business administration from the University of Pittsburgh
Pennsylvania insurance license in life, health,  and disability insurance

Jacqueline M. Scalise, PPC

Relationship Manager
412-965-3540 | Email

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Jackie is a passionate member of the Ladies Ancient Order of Hibernians, an Irish Fraternal charitable organization, Division 11, Allegheny County. She enjoys organizing and participating in various charitable events as well as being a part of the St. Patrick’s Day Irish Parade in Pittsburgh. Her other interests are gardening, traveling, and nights out with her son, Kieran, a composer and music talent when he is performing.

Jackie is a Registered Assistant with Strategic Path Retirement. Jackie is an experienced financial professional with more than 25 years of experience analyzing and administering defined contribution and Non-Profit 403(b) plans and providing comprehensive financial planning support. Her background with Focus4Financial includes a special emphasis on assisting advisors with qualified employee benefit plans and individual financial planning.

Jackie’s credentials include:

Associate degree in Business Administration from Gibbs College, Piscataway, NJ
Pennsylvania insurance license in life, health and property and casualty.
Professional Plan Consultant (PPC) designation

Olan MalcoLm

Client Planning Coordinator
412-489-5174| Email

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When he’s not on an airplane traveling to Europe to see his girlfriend, Olan can be found either inside of the gym, on a basketball court, or a local sports field somewhere. He has three other siblings that keep him busy in all aspects of life – helping with technological issues and homework being some of them.

This is Olan’s first full time job out of college. He graduated from the University of Pittsburgh in December of 2022. He has a diverse work history, ranging from working food festivals to being a swimming pool technician. Olan began his schooling at Duquesne University as a biochemistry and biotechnology major in hopes to be a cancer researcher, but after a semester of Bohr diagrams, he knew he was not going to enjoy the next seven and a half years of school that were ahead of him. Knowing that, he not only changed his major to economics, but he also transferred to the University of Pittsburgh. He figured if he could not cure cancer, maybe he could figure out how to get the nation out of debt. His dad being in the finance industry and himself always being interested in the market drew him towards economics, which was somewhat of a middle ground.

Olan believes that transparency and trustworthiness are two of the best traits someone in this line of work can have.

Olan’s credentials include: