Our team

What we provide is more than just a checklist
of services — it’s a personal commitment.

Stanley L. Altmark, CPA, CFP®️️, PFS Partner and Chief Compliance Officer

Elizabeth Angebrandt CAO and Controller

Anna Biernat, EA Tax Preparer

Michael A. Buccino, CFP® Director

Cameron Bowhay Operations Analyst

Kaitlyn Carrai Paraplanner

Lourdes Castro Client Service Coordinator

Samantha Chan, FPQP® Paraplanner

Rebecca Cioffi, EA Senior Tax Associate

Brian D. Cummins, CFP® Managing Director

Alexander Facini Paraplanner

Ilan Folman-Cohen, CFP® Director

Maggie Garza, EA Tax Manager

Aumio Golam Staff Accountant

Erica Guillen, SHRM-CP Director of Human Resources

Steven Hanley Manager of IT & Technology

Stephanie Hensen Senior Advisor Associate

Tracy Iovino Client Service Coordinator

Joel S. Isaacson, CPA, CFP®️️️, PFS Founder and Chairman

Ilana Lamberg Tax Administrator

Zana Lamnica Tax Administrator

Camille LoBasso Tax Administrator

Daniel M. Lorio, CPA Senior Tax Associate

Sonia Macmillan Client Service Coordinator

Karen McLain Bookkeeper

Suzana Meta Tax Preparer

Mounia Mokdad, CFP® Associate Advisor

Zachary C. McGill, CFP® Managing Director

Ross Natoli, CFP® Senior Advisor Associate

Robert Paul, CFP®️️ Partner

Gustavo Peguero, CFP® Associate Advisor

David Peltz, CFP®️️ Partner and CEO

Joshua M. Peltz, CFP® Managing Director

Tashmira Rahman Office Services Coordinator

Paige Rimer, CFP® Senior Advisor Associate

Kerri Ross Tax Coordinator

Annmarie Standfast Receptionist

Martin Stein, JD, CPA, CFP®️️ Partner and Tax Director

Lee Steinmetz, CPA, MBA Partner and Tax Director

Morgan Tesoriero, CFP® Manager of Investment Operations & Compliance

Syed Tiham Junior Tax Preparer

Louis Wellington Billing Manager

Hannah Woolley, CFP® Managing Director

Connect With Us

Sound like the right fit for your needs? We invite you to connect with our team.

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