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

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

David Peltz, CFP®️️ Partner and CEO

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

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

Lee Steinmetz, CPA, MBA Partner and Tax Director

Robert Paul, CFP®️️ Partner

Elizabeth Angebrandt CAO and Controller

Erica Guillen, SHRM-CP Director of Human Resources

Steven Hanley Manager of IT & Technology

Joshua M. Peltz, CFP® Managing Director

Zachary C. McGill, CFP® Managing Director

Brian D. Cummins, CFP® Managing Director

Susan J. Park Director

Hannah Woolley, CFP® Director

Marta W. Jurewicz, CFP® Director

Michael A. Buccino, CFP® Director

Stephanie Hensen Senior Advisor Associate

Ilan Folman-Cohen, CFP® Director

Ross Natoli, CFP® Senior Advisor Associate

Paige Rimer, CFP® Associate Advisor

Morgan Tesoriero, CFP® Senior Operations Analyst

Maggie Platia, EA Tax Manager

Daniel M. Lorio, CPA Senior Tax Associate

Rebecca Cioffi Senior Tax Accountant

Johnny L. Wells, EA Senior Tax Associate

Kerri Ross Tax Coordinator