Meet the Team

Pinnacle Financial Advisors

Our Address and Phone Number:

Pinnacle Financial Advisors, LLC
11000 Lincoln Drive W, Suite 8
Marlton NJ 08053


Local Phone: 856-797-8082
Toll Free: 800-504-5040
Fax: 856-797-8086
 
PRINCIPAL MEMBERS
Harry Scheyer, CPA/PFS, CFP®

Graduating from Temple University in 1969, PFA cofounder and partner Harry Scheyer received his CPA certification for Pennsylvania and New Jersey in 1975. Seven years later, he attained certification as a Certified Financial Planner (CFP®) from the College for Financial Planning, Denver, Colorado. In 1997 Harry became an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning.

During his career, Harry has worked with a number of prestigious firms, including E. I. DuPont de Nemours and KMPG Peat Marwick. In 1986, he founded his own CPA firm, specializing from the beginning in tax, accounting and personal financial planning.

Harry has been recognized by Worth magazine as one of theirrecommended financial advisors every year since 1996. He has also been listed as one of the “Best Financial Advisors for Doctors” by Medical Economics magazine.


Principal Member
/ Ext. 223
harrys@pfacentral.com

Harry is very active in the National Association of Personal Financial Advisors (NAPFA), the largest professional association of comprehensive, fee-only financial planners in the country. Its members are devoted to providing comprehensive and objective financial advice to individuals and institutions.

Harry is one of only 24 financial planners nationwide to be profiled in The Financial Planner: A New Professional, by Loren Dunton, who is widely regarded as the “father of financial planning.” “I take pride in working with clients in all stages of financial life,” says Harry in an excerpt from the article. “Every individual client provides a unique challenge and opportunity to be of important service.”


12-12-2006 — Appointed to the Board of Trustees of the Estaugh Corporation, Medford Leas Continuing Care Retirement Community (CCRC) in Medford, New Jersey for a three year term .
12-4-2006 — Selected by Medical Economics Magazine as one of the 150 Best Financial Advisers for Doctors for the ninth year in a row.
12-12-02 — Appointed to the Board of Trustees of the Rowan University Foundation.

9-1-2002 -— Selected to the Board of Directors of the
National Association of Personal Financial Advisors.
7-2002 — Selected by Worth magazine as one of the
250 Best Financial Advisers in America.
s
Jeff Metz, CFP®

Joining Harry is PFA partner Jeff Metz. Since graduating from Case Western Reserve University in 1980 with a degree in Chemical Engineering, Jeff worked with Dallas based Diamond Shamrock, providing capital investment and energy usage analysis services.

While in Dallas, Jeff worked with a many different specialties. Eventually, he started his own firm, using corporate principles of finance to solve personal planning and investment problems for his clients.

Jeff returned to the Philadelphia area and received his certification in 1988 as a certified financial planner from the College of Financial Planning in Denver. In addition to teaching small business planning at a local college, Jeff has developed curriculum materials for investor education. Medical Economics magazine has named Jeff as one of the “Best Financial Advisors for Doctors.”


Principal Member / Ext. 224
jeffm@pfacentral.com

In 1997 Jeff became an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning. Jeff is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association.


12-9-2002 — Selected by Medical Economics Magazine as one of the 150 Best Financial Advisers for Doctors.
 
Professional Team
Irene Giman

Irene S. Giman, CFA
Associate Advisor / Ext. 227
E-mail: ireneg@pfacentral.com

Irene’s primary responsibilities are to develop and maintain professional advisory relationships with new and existing clients.  Irene has extensive experience in investment management and financial advising. Irene’s background includes positions as a Director in Private Placements at TIAA-CREF and as an investment advisor at Morgan Stanley.  Irene earned her MBA in Finance from The Wharton School at the University of Pennsylvania and her BA in Economics from Mt. Holyoke College.  Irene is a Chartered Financial Analyst and a member of the CFA Institute.  Irene joined PFA as an Associate Advisor in 2011. 

Gregory J. Young
Investment Management Operations Manager / Ext. 225
E-mail: gregy@pfacentral.com

Greg’s main responsibility is to provide investment management services to our clients, including investment analysis, portfolio asset allocation and risk management. He also oversees the portfolio management systems and client reporting functions of the firm. Prior to joining Pinnacle, Greg was the Director of Research at Hanlon Investment Management and a Managing Director and Director of Research at Ashbridge Investment Management. Greg holds a Bachelor of Science degree in Accounting from Bucknell University and earned a MBA with High Honors from Rutgers University. Greg joined PFA in 2011.

 

 

Danielle Rothberg, CFP®
Senior Financial Planning Analyst / Ext. 233
E-mail: danieller@pfacentral.com

Danielle analyzes data for financial plans. She is also involved in special projects for financial planning and client education. Danielle has a BS in Finance and Human Resource Management from the University of Maryland.  She has attained certification as a Certified Financial Planner (CFP®) from the College for Financial Planning, Denver, Colorado. Danielle joined PFA in 2007.

Elaine Cantarella, EA
Senior Tax Advisor / Ext. 226
E-mail: elainec@pfacentral.com

Elaine does client tax planning, preparation and research. Elaine has a BS in Accounting from Rowan University in Glassboro, NJ. Elaine is an Enrolled Agent, able to practice before the IRS. In June 1999, she successfully completed the College for Financial Planning's CFP Professional Education Program. She has worked for the company since 1988.

 
  Administrative Team

Christina Ginchereau
Office Administrator / Ext 221
E-mail: christinag@pfacentral.com

Christina manages a wide range of administrative tasks in the area of investment management, client services, office operations, and bookkeeping. She brings over 20 years of experience in administration to PFA.  Christina joined PFA in 2008.

Diane Eidell
Client Coordinator / Ext. 228
E-mail: dianee@pfacentral.com

Diane coordinates all client account services. She assists Harry and Jeff in obtaining, processing and coordinating all necessary information for financial plan implementation and client meetings. She also works with our investment management and monitoring systems and oversees the process for the establishment and maintenance of new and existing investment accounts. Diane is a Notary Public. She has been with PFA since 1993.

Pat Dranchak
Special Projects Coordinator / Ext. 222
E-mail: patd@pfacentral.com

Pat is responsible for database management, technology research, and special client projects such as the newsletter. She serves as PFA's webmaster and Client View administrator. She obtained her BA in Sociology from Elms College in Massachusetts. Pat holds a general paralegal certificate and specialty certificate in elder law. She has been with PFA since 1997.

 

 
Pinnacle Financial Advisors, L.L.C
11000 Lincoln Drive West, Suite 8
Marlton, NJ 08053
800-504-5040
local: 856-797-8082

Contact us

UPDATED 1/16/2012
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