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Staff

At Pioneer Financial, we take customer service very seriously. We are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

My Team:

Formal

James DiNardo, ChFC, CFP, MSFS
Wealth Management Advisor
646-366-6713

Paul Tortorella
Financial Representative
646-366-6714

Michael Schwartz, CFP
Wealth Management Advisor
646-366-6750

Latest

Kevin Luchetta, CFP, AEP
Wealth Management Advisor
646-366-6740

Scott Gegerson, CFP
Financial Advisor
646-366-6716

My Staff:

Malachy J Vance Operations Manager malachy.vance@nmfn.com (212) 819-1800 ext 1153 Malachy "Mal" has been with Northwestern since 2000 and has been a part of my team since January 2010. Mal handles the day to day operations of my business from managing our underwriting, addressing client service requests and operations management. Mal is a current Registered Representative of Northwestern Mutual Investment Services, LLC and holds his Life and Health Insurance licenses.

Rahel Haile Investment Assistant rahel.haile@nmfn.com (646) 366-6718 Rahel has been with me since 2007 and in 2009 Rahel was promoted to Investment Operations Assistant and responsibilities now include a wide variety of investment operations activities including account processing, client cash management, and trade processing. If you have questions pretaining the processing of your investment account, paperwork or statements please feel free to call Rahel directly. Rahel is a current Registered Representative of Northwestern Mutual Investment Services, LLC and holds her Life and Health Insurance licenses.

Thomas G Feely Associate Wealth Management Advisor tom.feely@nmfn.com (646) 366-6653 Tom has been with Northwestern Mutual Financial Network since 2007 and he has been with me since the beginning of 2008 and aids me with client and prospective client needs based solutions and proposal creation. Tom is a current Registered Representative of Northwestern Mutual Investment Services, LLC and holds his Life and Health Insurance licenses.

Irene Santos New Business Coordinator irene.santos@nmfn.com 212-819-1800 Irene is responsible for coordinating my insurance underwriting. She handles all paperwork, scheduling medical exams and coordinating with the insurance underwriters to expedite the processing of applications.

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Pioneer Financial is a marketing name for Stephen Andrew Schwartz and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Stephen Andrew Schwartz is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 245 Park Ave Ste 1800, New York, NY 10167-2401, 212-819-1800, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Nemec Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Stephen Andrew Schwartz is primarily licensed in New York and may be licensed in other states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.