Firm Overview

Our Team

Our team members offer true domain expertise in their respective areas. We are former partners and directors in the private wealth groups of major accounting firms. We are top investment advisors. We are leading experts in the areas of estate planning and insurance advisory. With a team of over 25 professionals, Pioneer commits senior level expertise to each engagement.

Andy Robbins, Principal


Kenneth Ragsdale, Principal


Louis Kreisberg, Principal


Marc Pasquale, Principal


Jonathan Blattmachr, Principal


Grant Heller, Principal