The Wealth Management Team

Partners you can rely on

The Pioneer Wealth Management team consists of a Financial Services Team Leader, 3 Wealth Advisors, 2 LPL Registered Sales Assistants and 8 Investment Executives. Pioneer Wealth Management draws on decades of experience in investments, retirement planning and insurance. We built our business around serving the individual investor; by personally helping people through the process and explaining all of their options. Unlike big brokers that direct you to a call center, or do-it-yourself trading solutions that leave you on your own, we'll take the time to understand your objectives and suggest the products and solutions that best fit your investment and insurance requirements. It's a level of personal service you deserve and can expect from Pioneer Wealth Management.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Joseph C. Lindner, CFP®

Wealth Advisor

518.730.3146

 

A native of Voorheesville, Joe is a Pioneer Wealth Management wealth advisor. He has over 10 years of experience as a financial advisor. He holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Planner Board of Standards, Inc.

 

                                                                  

He graduated with a Bachelor of Science degree in Business Administration with a concentration in Finance from Salisbury University where he also played varsity baseball.

Prior to working with Pioneer Wealth Management, Joe was a Financial Advisor with First Niagara Investment Services/LPL. He also worked in Premier Banking at HSBC from 2006-2012, assisting his clients in the areas of Wealth Management, Estate Planning and International Banking. In his practice, Joe specializes in investment advising, retirement planning and estate planning working primarily with individuals, families and small businesses.

Joe currently resides in Wilton with his wife Melissa and two sons. He enjoys spending time around Saratoga with his wife and kids and bringing his sons to their camp in Pennsylvania. 


Nori Lansing

LPL Registered Sales Assistant

518.730.3147

Nori Lansing is a Pioneer Wealth Management LPL registered sales assistant. She has over 35 years of experience in the financial services industry. Nori is the administrative and sales support for the wealth advisors.


Nori worked previously with First Niagara Bank/LPL Financial before coming to Pioneer Wealth Management. She has her Series 7, 66 and Life and Health licenses, security registrations currently held through LPL Financial. 

Nori lives in Wilton, NY with her daughter Mikayla. She currently is a volunteer with The Empty Stocking project in Saratoga Springs, NY.


Robert J. Kovacs, CFP®

Wealth Advisor

518.730.3145

Rob is a Pioneer Wealth Management wealth advisor. Rob has over 28 years of experience as a financial advisor. He holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Planner Board of Standards, Inc

 

He graduated with a Bachelor of Arts degree in Economics from State University of NY at Potsdam.

Prior to working with Pioneer Wealth Management, Rob was a Financial Advisor with First Niagara Investment Services/LPL. He also worked as a Financial Advisor and Wealth Management Consultant at HSBC Securities USA from 2001-2012. In his practice, Rob specializes in investment portfolio design, retirement income planning and estate planning working primarily with individuals, families and small businesses. 

Rob currently resides in Delmar with his wife Colleen and three children. He enjoys spending time with his children at their sports and school activities; as well as exploring his love of music in his spare time.


Kimberly Matzen

Wealth Advisor

518.730.3144

A native of Troy, Kim is a Pioneer Wealth Management wealth advisor. She has over 35 years of experience in the financial services industry having served in similar advisory roles locally with both HSBC Wealth Management Group and First Niagara Investment Services

 

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. Her expertise in financial planning, as well as implementing succinct financial strategies based on her client’s goals, have been the hallmark of her long-term success in banking and reputation within the wealth management industry. 

Kim and her husband Bob are long term residents of Schaghticoke. They enjoy traveling and spending time with their extended families. 


Contact a Wealth Advisor today by calling 518.730.3140

Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Pioneer Bank and Pioneer Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. 

State Disclosure - LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, FL, GA, IL, MA, NJ, NY, OH, PA, SC, VT and VA. States may vary based on representative. 

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither LPL Financial, nor any of its representatives may give legal or tax advice.

The investment products sold through LPL Financial are not insured Pioneer Bank deposits and are not FDIC insured. These products are not obligations of the Pioneer Bank and are not endorsed, recommended or guaranteed by Pioneer Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.