Decades of Client Trust.
A Lifetime of Expertise.
With over 60 years of combined experience and more than 20 years of dedicated service, Pioneer has been a leader in providing financial guidance to busy professionals, business owners, retirees, and families since 2004.
Experts
Meet Your Team
Helping to create financial confidence through quality, fee-only planning.
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Milad Taghehchian
CPA, CFP®, Partner
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Chris Cyndecki
CFA, CFP®, Partner
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Daphne Jordan
CFP®, Partner
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Ian Tennant
ChFC®, EA, Partner
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Nicole Renaux
CFP®, Partner
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April Busby
CPA, CFP®
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Anthony Guzman
CFP®
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Shirley Sanchez
CFP®, MS
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Angella Welcome
CFP®, MBA
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Iza Picazo
Client Service Associate
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Celeste Jones
Client Service Associate
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Kallie Eichelmann
Client Service Associate
What We Do
What Our Expertise Means For You
Simplify the complexity of your financial picture
Chart your unique financial roadmap
Uncover the full potential of your wealth
Provide clear, unbiased guidance every step of the way
Most investors want to do today what they should have done yesterday.
Larry Summers
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Contact Us
Ready to chat?
Let’s begin the conversation. Tell us more about how we can help you make progress on your financial journey.
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