JOEL ISAACSON - Key Persons
Anna Biernat is a seasoned tax professional with over 10 years of experience in the financial industry. Specializing in personal and small business tax preparation.
Anna's career in tax preparation began shortly after she received her law degree from the University of Adam Mickiewicz, Poznan, Poland. She holds an Enrolled Agent license from the Internal Revenue Service.
Outside of work, Anna enjoys biking, reading and spending time with her family.
Annmarie Standfast has been with Joel Isaacson and Company since 2021. She brings over 20 years of experience as receptionist and administrator to the firm.
She takes pride in being the first connection to all clients calling the firm who need assistance and helping the staff when needed.
Annmarie lives on Long Island with her children and enjoys cooking and entertaining. She enjoys the beautiful Long Island beaches, especially trips to Montauk with family and friends.
Aumio began his career at Joel Isaacson in November 2022. He is an integral part of the billing team, ensuring that the flow of revenue and expenses are tracked, recorded and addressed accurately. He focuses on professional communication, accurate internal accounting, satisfying clientele and keeping the firm organized.
Aumio has a Bachelors Degree in Business and Communication at CUNY Macaulay Honors at Baruch College. During his free time, he trains Jiu Jitsui and play in two basketball leagues. More importantly, he helps his hometown mosque with bimonthly food drives along with weekly counseling sessions where he covers topics that range from mental health to basic financial literacy.
Cameron began his career at Joel Isaacson & Co. in 2023. He works in the operations department with an emphasis on the billing and reconciliation roles of the job.
He holds a BA in economics from the University of Texas at Austin.
Cameron lives in the city, enjoys the great outdoors, and attends all the local independent cinemas around NYC. He also enjoys trying new Italian spots.
Camille began her career at Joel Isaacson Co in 2020 as part of the Tax Administration Team. She is an expert multi tasker and team player. Camille is a lifelong learner and likes thinking outside the box to get the task done.
Camille resides in Brooklyn, NY and enjoys spending her free time traveling, reading , music, dancing
Daniel M. Lorio, CPA has over 10 years' experience specializing in tax and accounting for high net worth and ultra-high net worth individuals and families.
He holds a BS in accounting from the Stillman School of Business at Seton Hall University. He enjoys playing golf, watching baseball and spending time with his daughter in Stamford, CT.
Elizabeth joined the Joel Isaacson team in the Fall of 2010 bringing with her over 20 years of experience. Elizabeth is responsible for managing the day-to-day operations of the company, her role includes fiscal planning, budgeting, financial reporting and audit compliance.
Elizabeth enjoys collaborating with colleagues to establish policies and develop improvements in the firm's operations, overall performance and team experience.
Elizabeth obtained her BBA in Public Accounting from Hofstra University. She began her career in public accounting with BDO Seidman in NYC and transitioned into the private sector, spending the majority of her accounting career in the mortgage banking industry as a Controller and liaison with financial and regulatory auditors.
Elizabeth lives on Long Island with her husband & family. She enjoys professional networking, entertaining, reading & escaping to Marco Island whenever she can.
Job Titles:
- CP Head of People and Culture
Job Titles:
- CFP®, PFS Founder and Chairman
Karen has been part of the JICO family since June 2008, working with a great team of people in the Accounting Department.
Karen has over 25 years of experience working with high-net-worth clients and their families, specializing in handling various financial transactions, as well as monitoring and coordinating various aspects of their day to day finances.
In her spare time, she enjoys spending time with her son and family, hosting game nights, traveling, torturing people with her love of karaoke and cheering on her favorite Brooklyn basketball team.
Job Titles:
- Member of the American Institute of Certified Public Accountants
- Partner and Tax Director
Lee Steinmetz, CPA, MBA, is a Partner who joined the firm in 1999. Lee brings over 30 years of experience, specializing in tax and accounting for individuals, small businesses and retirement planning.
Lee is currently a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (NYSSCPA). He is a former Chairman of the Nassau County chapter of the NYSSCPA's State and Local Taxation and Computer Usage committees, and has served on both its Executive Board and Board of Directors. Lee has lectured for various business and professional organizations, including the NYSSCPA, and is routinely quoted in a variety of financial publications.
Lee holds a BBA in Accounting from Adelphi University and a MBA in Finance from Hofstra University.
Lee enjoys doing home renovations for himself and his friends on Long Island. He also enjoys spending time with his wife and two children, skiing, and playing golf and softball.
Louis Wellington Jr began his career at Joel Isaacson & Co. in 2023 as Accounting Manager. He is an expert at high-volume accounts receivable and billing. He is also experienced in financial reporting and bookkeeping for high-net-worth individuals and families.
He received his Bachelor of Science degree in Accounting from State University of New York at Fredonia.
Job Titles:
- Client Service Coordinator
Maggie Garza, EA joined Joel Isaacson & Co in August 2021, bringing with her over 10 years of experience specializing in tax services for ultra-high net worth individuals and families. Maggie attended Baruch College, Zicklin School of Business, where she earned her BBA in Accountancy and MS in Taxation.
Maggie lives on Long Island with her family. In her spare time, she enjoys spending time with family and friends, going to the beach in the summertime, and dining out.
Job Titles:
- CFP® Partner and Tax Director
Job Titles:
- CFP® Chief Compliance Officer Manager of Investment Operations
Rebecca Cioffi joined Joel Isaacson & Co., in 2011. She brings with her over 10 years of experience specializing in tax and accounting for high net worth individuals, families, and small businesses.
Rebecca received her BBA in Accounting from Hofstra University. She lives in Westchester and enjoys traveling and going to concerts in her spare time.
Job Titles:
- Client Service Coordinator
Sonia MacMillan joined Joel Isaacson & Co., in June 2001. Currently, she is the Client Service Coordinator to partner, Stanley Altmark, and acts as a support to several other senior executives. Prior to her joining the firm, Sonia worked for over a decade as an account receivables administrator in the restaurant & hotel supplies industry. Her commitment to staying focused and always getting the job done "no matter what," is evidenced in her approach when working with clients, colleagues, and corporate partners.
Sonia had her formal training as a Bookkeeper/Business Administrator at Durham College in Kingston Jamaica, and earned her LCC Certificate in Bookkeeping.
Outside of work, she enjoys spending time with her family, travelling, reading, and attending plays.
Stephanie Hensen has been with the firm since 2009 and takes pride in connecting with each of her clients. She went to Rutgers University where she received her BS in Political Science with a minor in Economics. Planning to head to law school, Joel Isaacson took a chance and brought her in for an interview where she has since stayed for over 10 years. Stephanie earned her certificate in Financial Planning through New York University.
Stephanie lives in Sussex County with her husband and daughter. She enjoys traveling, spending time with her nephews, hiking with her dog and local distilleries.
Job Titles:
- Manager of IT & Technology
Job Titles:
- Client Service Coordinator