Stephen Schwartz

Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

Email Pioneer Financial

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.

Malachy J Vance

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.

Thomas G Feely

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.