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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, CFP
Wealth Management Advisor
646-366-6713

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 2001. She aids me in all areas of my business from client service and operations management. Jenn is an Associate Financial Representative and holds her Life and Health Insurance licenses.

Margarita Kapelman Investment Assistant rita.kapelman@nmfn.com (212) 819-1800 ext 1042 Margarita "Rita" has been with Northwestern Mutual since 2002 and in 2008 she joined my team as my Investment Operations Assistant. Her responsibilities include a wide variety of investment support operations activities including account and trade processing. If you have questions pertaining to your investment account please feel free to call Rita directly.

Thomas G Feely tom.feely@nmfn.com (212) 819-1800 ext 2088 Tom has been with Northwestern since 2007 and joined my organization in 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 Kevin Robert Luchetta 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. Kevin Robert Luchetta 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.

Kevin Robert Luchetta is primarily licensed in New York and may be licensed in other states.

CA License: #0D03788

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.