Dedicated Executives Behind a Financial Management Company

EXECUTIVES OF THE FIRM

Lonnie M. Garber, CFP, President,

has headed the Investment Management team for PAS since its inception. She attended New York University and has obtained advanced certificates in Financial Management areas. She has been licensed since 1992 as a Certified Financial Planner (CFP) by the International Board of Standards and Practices of Financial Planners, widely recognized as the worldwide benchmark for expertise in Financial Management services. As a continued requirement of her licensure, Ms. Garber adheres to the Board's strict code of ethics and meets the rigorous continuing education requirements.

Ms. Garber is a member of the Financial Planning Association (FPA) as well as local professional organizations. At the request of the FPA she has provided Pro Bono financial counseling to September 11 victims and family members and has been a guest professional at seminars on financial topics at the victims' center located in Rockville Centre, New York.

Ms. Garber has been a member of the Long Island Cabinet for State of Israel Bonds and was an honoree of that organization in 2000. She also has been appointed to the Advisory Board of the Holocaust Memorial & Tolerance Center of Nassau County.

Jeffrey B. Garber, Esq.,General Counsel,

is a graduate of Tufts University and New York University School of Law and has been a practicing attorney in the State of New York since 1970. Mr. Garber is the Chief Compliance Officer of PAS and heads its alternative investment division: the Commercial Property Group.

Mr. Garber serves as Coordinator for clients with their private counsel on estate planning and other legal issues. He also oversees pension, IRA and retirement issues with respect to tax sheltering requirements, accumulation/distribution arrangements and maximization of tax benefits available under applicable rules.

Mr. Garber has been a member of the American Bar Association, Nassau County Bar Association, Estate Planning Council of Nassau County and Financial Planning Association (FPA). As a long time Family Law Practitioner in the State of New York, Mr. Garber has planned, organized, moderated and lectured at continuing legal education programs and seminars in the field of Family Law. His expertise in this area and experience in trust and estate planning and administration provide the basis for his unique perspective on financial planning.

Amanda Jones, Esq. Vice President/ Director of New Jersey Region,

is a graduate of New York University and Rutgers University School of Law. Ms. Jones has consulted with PAS since 1996. As an Assistant Portfolio Manager, she participates in portfolio construction and management of portfolios and provides securities and sector analysis. An experienced attorney, Ms. Jones advises clients about complex estate and tax planning issues and works directly with clients' private counsel to execute plans. She is the founder of Divorce Strategies, and has extensive experience working with families in transition on financial planning issues and serves as a certified mediator in New Jersey. Ms. Jones is a Member of the American, New Jersey and the Essex County Bar Associations.  

Ms Jones is the Co-Founder + President of Jewish Mothers and Children JMAC charitable organization, dedicated to supporting Jewish families, defending against Antisemitism and supporting The State of Israel.

Melissa C. Quiroz, Operations Manager,

is a graduate of St. John's University and has been with the firm since 2006. As operations Manager, she leads day to day operational activities, insuring that transactions run efficiently and smoothly and meet our service excellence standards. She handles the opening and technical maintenance of client accounts, tracking of funds/securities received and disbursed, maintenance of tax reporting data and overall document management. Ms. Quiroz also supports the compliance requirements of the firm.