Pioneer Wealth Management
Client-Focused Wealth Management
The Pioneer Wealth Management team focuses on you and the unique set of financial circumstances you and your business face. Understanding your current needs and long-term strategy allows us to create a customized wealth management plan focused on the future.
Strategies for Your Wealth Management Needs
Using our discovery process, our team will develop and monitor a customized plan that supports your business objectives. Our services and strategies include:
|Retirement planning||Business strategies||Investment planning||Small business strategies||Estate planning|
|Insurance||Education planning||Risk management||Tax strategies||Gifting strategies|
Our Approach to Your Personalized Plan
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
Assessing Your Needs and Finances: We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
Preparing Your Plan: We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs.
Implementing and Monitoring Your Strategy: Once you select a suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
Independence Powered by LPL Financial
Pioneer Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer.* This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.
The Wealth Consultants at Pioneer Wealth Management
Partners you can rely on.
Pioneer Wealth Management is a local organization committed to lifting our community and inspiring progress. Our team of consultants are committed to providing you with exceptional, personal service that enables you to pursue financial independence, a successful retirement, and a lasting legacy. We pride ourselves on being a partner and advocate along your financial journey.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Joseph Geis - Vice President
Joseph brings over 20 years of experience in the financial services industry, where his extensive knowledge allows him to have a positive outlook on productivity, integrity, and leadership. Seeing his team help their clients pursue their financial goals brings him great joy.
He currently holds his FINRA Series 7, 9, 10, 26, 63, and 66 registrations held through LPL Financial, NYS Life and Health license, and NYS Partnership for Long Term Care.
Joseph currently resides in Peekskill, NY with his wife, Carolyn, and his two daughters. He enjoys vacationing with his family in Hilton Head and Aruba. Joseph's favorite teams are the NY Yankees and the NY Giants.
Michael Brandt - Wealth Consultant
Michael brings more than 10 years of experience in the financial services industry to Pioneer Wealth Management, where his experience in retirement and income planning has helped his clients work towards their goals.
He graduated with a Bachelor of Science degree in Business Economics from the State University of New York at Oneonta. Michael currently holds his FINRA Series 7 and 63 licenses held through LPL Financial.
Michael prides himself in the ability to truly understand what's most important to his clients. He takes this knowledge and designs a plan that aligns with their financial goals.
Residing in Clifton Park with his wife, Heather, and his two children, Michael is a passionate soccer fan and enjoys camping. He also participates in several charity events for the Alzheimer's Association.
Bradley Bonfante - Wealth Consultant
After graduating from the State University of New York at Albany with a Bachelor of Arts degree in both Economics and Mathematics, Bradley started his career as a licensed relationship manager with a prestigious investment firm.
He currently holds his FINRA Series 6, 63 registrations held through LPL Financial and NYS Life and Health license.
Bradley believes that a strong relationship with his clients is key, and takes the time to fully understand their wants and needs. He uses the gathered information and his industry knowledge to assist his clients in pursuing their personal financial goals.
Bradley currently resides in Rotterdam with his wife, Angela, and his two sons. He enjoys going to sporting events with his sons and spending quality time with his family.
Eóin Carroll - Wealth Consultant
Eóin began his path toward the financial field in elementary school when his father, a financial advisor, helped lead the "stock market game." Excited to learn as much as he could, Eóin began watching the business news, which quickly became his morning ritual growing up and continues today.
After graduating with a Bachelor of Science degree in Finance from Siena College, he began his professional career.
Eóin believes in cultivating strong relationships with his clients to serve as the foundation of their work together. His approach to goal-based planning helps manage challenges his clients might face throughout their lives so that they may stay on track with their retirement income plan.
Residing in Coeymans Hollow with his wife, Jessica, and two sons, Eóin enjoys spending time outdoors, hiking and camping, coaching his son's baseball team, family dinners, and vacationing at the ocean in Gloucester, MA.
Philip T. Cortese - Wealth Consultant
At an early age, Philip was personally confronted with the fact that no one ever plans to fail, they just fail to plan. Philip decided that he didn't want anyone else to be in the same situation.
He graduated with his MBA from The State University of New York. With 19 years of experience in the financial sector, Philip works to educate his clients through a comprehensive, personalized approach.
His client's goals and wishes are always at the forefront of his planning. Through in-depth conversations and continual contact, Philip is always working toward his client's financial success. Philip believes a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
Philip is proud to be a part of the Rensselaer County Chamber Leadership Institute, SUMC Finance Committee, and the treasurer for Halfmoon Softball.
Residing in Clifton Park with his wife, Maryann, and his two children, Philip enjoys hiking, camping with his family, and coaching his daughter's softball team.
Kiere David Neulander, CFP® - Senior Wealth Consultant
After graduating with a Bachelor of Arts degree from Colorado State University, Kiere began his career as a financial advisor throughout the Capital Region.
With 9 years of experience, Kiere achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and holds the FINRA series 7, 6, and 63 license held through LPL Financial, and is NYS Life and Health license. He is a member of the Financial Association of Northeastern New York.
Kiere enjoys helping families make informed financial decisions and strives to be their on-going partner in pursuing their stated financial goals. He values honesty, integrity, and education as his core beliefs. By educating his clients on relevant financial topics and issues, he strives to convey a disciplined and organized approach to financial planning and investment management.
Kiere currently resides in Saratoga Springs with his wife, Lauren, and their three children. He enjoys skiing, hiking, and camping with his family.
Robert J. Kovacs, CFP® - Wealth Advisor
After graduating with a Bachelor of Arts degree in Economics from State University of NY at Potsdam, Rob immediately started working for one of the first financial planning firms in the Northeast, and continued with his career at other local and international financial institutions.
With more than three decades of experience as a financial consultant, Rob holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2019. Rob is a member of the Financial Planning Association of the Northeastern New York Chapter and has been appointed to the Director's Club of LPL Financial based on his annual production in 2019.
Rob wants his clients to be able to live their ultimate life, which is why he provides a holistic, customized plan for each client to pursue their ideal lifestyle.
Rob holds himself personally accountable for his client's success throughout his practice, which specializes in investment portfolio design, retirement income planning, and estate planning.
Residing in Delmar with his wife, Colleen, Rob enjoys spending time with his family and exploring his love of music in his spare time.
Joseph C. Lindner, CFP® - Wealth Advisor
Joe was first introduced to the finance field at the young age of twelve, when his grandfather handed him the stock section of the newspaper and asked him to analyze it.
Joe graduated with a Bachelor of Science degree in Business Administration with a concentration in Finance from Salisbury University, where he also played varsity baseball. Since then, Joe has been helping his clients streamline their portfolios to align investment strategies and work toward reducing risk.
He puts his clients at ease by educating them on various financial strategies with a goal of maximizing their investments and seeking to provide stability for their future.
With more than 14 years of experience as a financial consultant, Joe holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. and is a long standing member of the Financial Planning Association of the Northeastern New York Chapter.
Joe currently resides in Wilton with his wife, Melissa, and two sons. He enjoys spending time with his family at their camp in Pennsylvania, coaching Little League, and was previously on the board of the Saratoga Independent School as the finance chair.
Kimberly Matzen - Wealth Advisor
Kim brings more than 19 years of experience in the financial services industry to Pioneer Wealth Management, where her experience in financial planning and implementation of succinct financial strategies have been the foundation of her long-term success.
Her reputation within the wealth management industry is built upon the belief that education is key; she takes the time to educate her clients so that they feel comfortable and confident in pursuing their future goals.
She is qualified as a general securities representative (Series 7), and as a uniformed securities agent (Series 63), security registrations currently held through LPL Financial. She also possesses her NYS life and health insurance licenses.
Kim currently resides in Clifton Park with her husband, Bob. They enjoy traveling and spending time with their extended families.
Insurance products are offered through LPL or its licensed affiliates. Pioneer Bank and Pioneer Wealth Management are not registered as a broker-dealers or investment advisor. Registered representatives of LPL offer products and services using Pioneer Wealth Management, and may also be employees of Pioneer Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pioneer Bank or Pioneer Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value.|
State Disclosure - LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MD, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT and WA. States may vary based on representative.
1 As reported by Financial Planning magazine, June 1996-2020, based on total revenue.