Personal financial services contacts

For more information on the concepts and strategies discussed in this guide, please visit pwc.com/pfs or contact a professional in our Personal Financial Services practice.


California Los Angeles Jeff Sacaccio Tel: +1 (213) 217 3227 San Francisco Alfred Peguero Tel: +1 (415) 498 6111 San Jose Roxanne Laine Tel: +1 (408) 817 5956 Scott A. Torgan Tel: +1 (415) 498 6240
Connecticut Hartford Bill Fleming Tel: +1 (860) 241 7044
Florida Miami / West Palm Beach Allison Shipley Tel: +1 (305) 375 6303
Illinois Chicago Brittney Saks Tel: +1 (312) 298 2450
Massachusetts Boston James Medeiros Tel: +1 (617) 530 7353 Richard Wagman Tel: +1 (617) 530 7003
Missouri St. Louis Becky Weaver Tel: +1 (314) 206 8490
New Jersey Florham Park, NJ Kent E. Allison Tel: +1 (973) 236 5253
New York New York Evelyn Capassakis Tel: +1 (646) 471 2363 William Zatorski Tel: +1 (973) 236 4943
Ohio Cleveland Chris Essig Tel: +1 (216) 875 3099
Pennsylvania Philadelphia Karl Weger Tel: +1 (267) 330 2496 Pittsburgh Al Vernacchio Tel: +1 (412) 355 6028
Texas Dallas Mark Nash Tel: +1 (214) 999 1424
Washington, D.C. Washington, DC Ryan Lauridsen Tel: +1 (703) 918 4251