About PACE Financial Partners
Our HistoryPace Financial Partners is proudly aligned with Equitable Advisors, a trusted financial services company since 1859.
Located in the heart of Williamsville, New York, our firm proudly serves a community that values tradition, with an old world work ethic combined with a modern approach to investment and tax location investing. We also have offices in Malta and Poughkeepsie. While New York is where we call home, we service clients across all 50 states where we are registered, offering personalized financial strategies. Our alliance with Equitable Advisors allows us to leverage resources at scale of a company that has been serving clients in the United States since 1859.
Our MissionWho You Work With Matters
We believe in teamwork. Our collaborative approach means you have access to a wealth of experience whenever you need it. Each team member is dedicated to addressing your financial concerns with professionalism and care. Whether it's a simple question or a complex financial strategy, we are here to assist you.
Few teams operate with the same depth that defines ours. Our firm brings together multiple generations, siblings, spouses and friends who are like family - United by shared values and a passion for helping others achieve long-term prosperity. At our core is a group of trusted partners who share a commitment to integrity, collaboration, and care. Those close connections, both familial and chosen create a culture of trust and continuity that mirrors the relationships we build with our clients – long-lasting, personal, and rooted in stewardship.
Our Process TogetherTogether On Your Life Journey
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Our commitment is to provide efficient, modern financial planning strategies. By focusing on tax efficient investing and optimizing personalized investment strategies, we aim to be your cornerstone in all things financial. Our goal is to make financial planning straightforward and effective, ensuring you feel confident and supported on your financial journey.
Daniel A McAuliffe
Managing Partner
Robert Woodcock
Partner
John Vita III
Partner
Maxwell Blitz
Partner
Chelsea McAuliffe
Partner
Ryan Matthews
Partner
R. Maxwell McAuliffe
Partner
Stephen Bronder
Partner
Michael Flury
Partner
Casey Nuchereno
Partner
Lauren Montante
Partner
Joseph Gambino
Partner
Jacob Cooper
Partner
Jacob Hartwell
Partner
Lauren Woodcock
Partner
Kristopher Woodcock
Partner
Samuel Woodcock
Partner
John Vita IV
Partner
Kyle Rutledge
Partner
Phillip Hayduk
Partner
Danny Latona
Partner
Joseph Kelley
Partner
Amy Maier
Senior Executive Assistant
Cheryl Hoffman
Paraplanner & Executive Assistant
Alexa Dix
Executive Assistant
Jessica Petterson
Licensed Operations Manager
Eileen Vierling
Client Management
Carol Reardon
Client Management
Konrad Kryszton
Administrative Assistant
Are You Ready?Take The First Step
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.