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® Manager of Investment Operations & Compliance

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