Our Team
PWP offers true domain expertise. As former partners and directors in the private wealth groups of major accounting firms, we are leading authorities in both tax and estate planning and insurance advisory.
Our Team
PWP offers true domain expertise. As former partners and directors in the private wealth groups of major accounting firms, we are leading authorities in both tax and estate planning and insurance advisory.
Our Team
PWP offers true domain expertise. As former partners and directors in the private wealth groups of major accounting firms, we are leading authorities in both tax and estate planning and insurance advisory.
Louis Kreisberg
Principal
Louis Kreisberg is a Principal of Pioneer Wealth Partners. Louis is responsible for the areas of risk management and estate planning advisory as well as leading the firm’s business development initiatives. He has been a leading figure in the insurance industry for over three decades having led production at numerous life insurance companies, including Guardian, John Hancock, American General, US Life and New York Life.
During his ten year tenure as a top insurance producer at New York Life, Louis served also as Chairman of the Advisory Board and as Council President. As an acknowledged expert in estate planning, he has counted among his clients a large number of Forbes 400 families. Louis received his B.A. from Drew University.
Marc Pasquale
Principal
Marc Pasquale is a Principal in Pioneer’s estate planning advisory and risk management groups. Marc brings over 15 years of experience in accounting, tax, insurance, and financial planning. He began his career in the audit and tax department of Ernst and Young LLP. He then moved to Sagemark Consulting where he was a Financial Planner focused on the structuring and implementation of sophisticated wealth preservation transactions.
Marc went on to found Oak Venture Advisors, LLC which specialized in insurance and estate planning transactions for a high net worth client base. Marc holds a B.S. degree in accounting from the University of Notre Dame. He is also a registered Certified Public Accountant.
Jonathan Blattmachr
Principal
Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 50 years of experience in trusts and estates law. He is a retired member of Milbank, LLP (formerly Milbank Tweed Hadley & McCloy) and the Alaska, California and New York Bars. Jonathan has been recognized as one of the country’s most creative trusts and estates lawyers.
He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored nine books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and as an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM).
He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association.
Jonathan is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. Among professional activities, which are too numerous to list, Jonathan has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd, and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.
Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics.
He served as an officer in the United States Army from 1970 to 1972 and was awarded the Army Commendation Medal.
Grant Heller
Principal
Grant Heller is a Principal in Pioneer’s estate planning advisory and risk management groups. Grant has over 30 years of experience in the financial services industry. Grant began his career as entrepreneur, forming a pension administration firm in the 1980’s.
In the 1990’s, Sagemark Consulting hired Grant to develop and grow their fee-based estate planning business. Grant’s innovative solutions coupled with his keen understanding of clients’ concerns helped create his reputation as an exceptional advisor to a select group of America’s most successful families.
In 1999, Grant left Sagemark to join his current partners in the predecessor firm to Pioneer.
Since that time, private wealth managers, financial advisors, major law firms, banks and CPA’s have leveraged his expertise in advanced estate planning and risk management for their most valued clients.
Grant is a frequent lecturer on advanced estate planning and has been a platform speaker for law firms, insurance companies, accounting firms, banks and various financial planning groups.
Grant graduated from Franklin & Marshall College with B.A. degree in government. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Registered Representative of WaveCrest Securities LLC. Member FINRA/SIPC. Pioneer Wealth Partners and WaveCrest Securities are unaffiliated entities.
Get in Touch
To discuss our bespoke for strategies estate planning, wealth preservation and asset protection strategies, please contact us to setup a call.