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

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

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

Dina Kizhner Director of Human Resources

Joshua M. Peltz, CFP® Managing Director

Larry Bolder, CPA Tax Manager

Brian D. Cummins, CFP® Managing Director

Zachary C. McGill, CFP® Managing Director

Michael V. O’Brien, CFP® Director

Susan J. Park Director

Hannah Woolley, CFP® Director

Stephanie Hensen Senior Advisor Associate

Marta W. Jurewicz, CFP® Senior Advisor Associate

Michael A. Buccino, CFP® Senior Advisor Associate

Rebecca Cioffi Senior Tax Accountant

Rakesh Ramsook, EA Senior Tax Associate

Daniel M. Lorio, CPA Senior Tax Associate

Kerri Ross Tax Coordinator

Morgan Weadock Senior Operations Analyst