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

Elizabeth Angebrandt CAO and Controller

Anna Biernat, EA Tax Manager

Michael A. Buccino, CFP® Director

Cameron Bowhay Senior Operations Analyst

Kaitlyn Carrai Associate Advisor

Lourdes Castro Client Service Coordinator

Samantha Chan, FPQP® Paraplanner

Rebecca Cioffi, EA Tax Director

Brian D. Cummins, CFP® Managing Director

Alexander Facini Associate Advisor

Ilan Folman-Cohen, CFP® Director

Maggie Garza, EA Tax Manager

Aumio Golam Staff Accountant

Erica Guillen, SHRM-CP Head of People and Culture

Steven Hanley Manager of IT & Technology

Stephanie Hensen Senior Advisor

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 Tax Manager

Sonia Macmillan Client Service Coordinator

Karen McLain Bookkeeper

Suzana Meta Tax Associate

Mounia Mokdad, CFP® Senior Advisor

Zachary C. McGill, CFP® Managing Director

Ross Natoli, CFP® Senior Advisor

Robert Paul, CFP® Partner

Gustavo Peguero, CFP® Associate Advisor

David Peltz, CFP® Partner and CEO

Joshua M. Peltz, CFP® Senior Managing Director

Tashmira Rahman Office Services Coordinator

Paige Rimer, CFP® Senior Advisor

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® Chief Compliance Officer | Manager of Investment Operations

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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