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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:

Latest

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

Paul Tortorella
Financial Representative
646-366-6714

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

Formal

Stephen Schwartz, CFP
Wealth Management Advisor
646-366-6700

Scott Gegerson
Financial Representative
212-953-6868

My Staff:

Jennifer A Strahl Operations Manager jennifer.strahl@nmfn.com (646) 366-6712 Jenn is an Associate Financial Representative of Northwestern Mutual Financial Network and has been a part of my team since 2007. She aids me in all areas of my business from client service, coordinates all underwriting and aids me in operations management.

Margarita Kapelman Investment Assistant rita.kapelman@nmfn.com (212) 819-1800 ext 1042 Margarita "Rita" has been with Northwestern Mutual since 2002 and has been a member of my organization since 2004. In 2008 Rita 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 Rita directly.

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

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.

Pioneer Financial is a marketing name for James Lynch DiNardo 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 Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. James Lynch DiNardo 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 Fl 18, New York, NY 10167-0002, 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 Hachey 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.

James Lynch DiNardo is primarily licensed in New York and may be licensed in other states.

CA License: #0F47474

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.