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Meet the Wealth Management Team

   

   

The Wealth Advisors at Pioneer Wealth Management

Partners you can rely on.

The Wealth Advisors at 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, our financial consultants will take the time to understand your objectives and suggest the strategies that suit 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 Geis - Vice President

Joseph Geis

518.730.3143

Joseph is Vice President of Pioneer Wealth Management. Joseph has over 20 years of experience in the financial services industry having served in similar roles. He currently holds his Series 7, 9, 10, 26, 63, and 66 registrations held through LPL Financial, Life and Health licensed in New York, and New York State Partnership for Long Term Care.

Prior to working with Pioneer Wealth Management, Joseph was vice president with Sterling National Bank, where he performed a dual role of program manager for Wealth Management and for Private Banking. His extensive experience with financial services institutions allows him to bring to the table productivity, integrity and leadership.

Joseph currently resides in Yorktown with his wife, Carolyn, and his 2 daughters. He enjoys vacationing with his family in Hilton Head and Aruba. Joseph favorite teams are the NY Yankees and the NY Giants.

Michael Brandt - Wealth Consultant

Michael Brandt - Wealth Consultant

518.730.3397

A native of Burnt Hills, Michael is a Pioneer Wealth Management, Wealth Consultant. Michael has 10 years of experience in financial services. He currently holds his Series 7 and 63 licenses through LPL Financial.

He graduated with a Bachelor of Science degree in Business Economics from the State University of New York at Oneonta.

Prior to working with Pioneer Wealth Management, Michael was an advisor at AXA Equitable in their Retirement Benefits Group. He also worked in wealth management at First Niagara Bank. In his practice, Michael focuses on building strong, trusting relationships with his clients so that he understands their needs and seeks to provide the best solution possible.

Michael currently resides in Clifton Park with his wife, Heather, and his two children. Michael is a passionate fan of soccer and enjoys camping.

Bradley Bonfante – Wealth Consultant

Bradley Bonfante

518.356.1396

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 New York State Life and Health.

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

Eoin Carroll - Wealth Consultant

518.429.2500

A native of Selkirk, Eóin is a Pioneer Wealth Management, Wealth Consultant.

He graduated with a Bachelor of Science degree in Finance from Siena College.

Prior to working with Pioneer Wealth Management, Eóin was a personal financial associate at First Niagara Bank. 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.

Eóin, his wife, Jessica, and two sons are longtime residents of Selkirk. They enjoy summer trips to the ocean at Gloucester, MA, and family barbecues on the weekends. Eóin helps coach his son's baseball team and likes staying active outside hiking, camping and hunting in his spare time.

Philip T. Cortese - Wealth Consultant

Philip T. Cortese

518.785.5566

A native of Schenectady, Philip is a Pioneer Wealth Management, Wealth Consultant.

He graduated with his MBA from State University of New York.

Prior to working with Pioneer Wealth Management, Philip was a professional financial associate for five years with First Niagara Bank, a financial advisor for three years with Northwestern Mutual, and the portfolio administrator/project manager for ten years with The Ayco Company a Goldman Sachs Company. In his practice, Philip specializes in retirement planning.

Philip currently resides in Clifton Park with his wife, Maryann, and his two daughters. Philip is an outdoorsman and enjoys hiking, camping with his family, and coaching his daughter’s softball team. Philip likes to golf and is a collector of sports and movie memorabilia. 

Dahvia Doring - Wealth Consultant

Dahvia Doring - Wealth Consultant

518.272.6628

A native of Troy, Dahvia is a Pioneer Wealth Management, Wealth Consultant. Dahvia has 12 years of experience in financial services. She currently holds her FINRA Series 6, 63 held through LPL Financial and New York State Life and Health license.

She graduated with a Bachelor of Science in Business with a concentration in Accounting and Marketing from the State University of New York at Empire State.

Prior to working with Pioneer Wealth Management, Dahvia was a branch financial professional and held other various roles with Pioneer Bank. In her practice, she focuses on building strong and trusting relationships to deliver personalized solutions to help clients work toward long-term financial goals.

Dahvia currently resides in West Stephentown with her family. She enjoys traveling, exploring, and spending quality time with her family.

Kiere David Neulander, CFP® - Senior Wealth Consultant

Kiere David Neulander, CFP® - Senior Wealth Consultant

518.407.9667

Kiere is a Pioneer Wealth Management, Senior Wealth Consultant. Kiere is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA series 7, 6, 63 license through LPL Financial and NYS Life and Health license.

He graduated with a Bachelor of Arts from Colorado State University.

Prior to working with Pioneer Wealth Management, Kiere was with HSBC for eight years and First Niagara Bank for two years. As a CFP® practitioner, Kiere has the ability to incorporate all aspects of financial planning within his client relationships. These include investments and insurance, as well as retirement, estate and income tax planning.

Kiere currently resides in Saratoga Springs with his wife, Lauren, and three children. He enjoys skiing, hiking and camping with his family.

Robert J. Kovacs, CFP® - Wealth Advisor

518.730.3140

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

Joseph Lindner

518.730.3140

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

Kimberly Matzen - Wealth Advisor

518.730.3140

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.

   

Contact a Wealth Advisor with Pioneer Wealth Management today by calling 518.730.3140.

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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 Governement 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.

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