Our Qualifications

Martin J. Mancuso, ChFC
President

 

 

Martin J. Mancuso, ChFC is the President and founder of Individual Financial Services (IFS).  For almost 30 years, Martin has specialized in providing affluent clients, professionals, and small business owners throughout the eastern United States and Canada, full-service financial planning, estate planning, and asset management services.  Martin's areas of experience include cash flow and tax management services as well as the design, installation, and administration of qualified retirement plans.

 

Martin is very well versed on financial and estate planning topics.  He has been featured in various newspapers, magazines, industry publications, and local television news, as well as a guest on many television business programs.

 

During his 30 years of industry experience, Martin has worked with many high net-worth individuals, business owners, charitable foundations, organizations, and endowments in the areas of investment portfolio design, tax management, and cash and income flow planning.  He was a pioneer in the development of various estate planning and cash flow management techniques widely used by financial planning professionals today.

 

Martin graduated from Allegheny College with a BS in Mathematics, and earned an MBA in Finance from the University of Pittsburgh, Katz Graduate School of Business and a certificate in Executive Taxation from the Marshall-Wythe School of Law at the College of William and Mary.

 
  • President and senior shareholder of Individual Financial Services, Inc.
  • Registered Principal, LPL Financial 
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Member, Financial Planning Association
  • Member, Northern Allegheny County Chamber of Commerce
Martin enjoys water and snow skiing as well as golfing in his free time.He and his wife Susan reside in Sewickley and have two grown daughters.

Martin may be reached at martin.mancuso@lpl.com or by calling (724) 935-3770.

 

 
 
 
 
 
Neil H. Pettes, CFP®
Vice President

 

Neil joined Individual Financial Services, Inc. (IFS) in 1994 and currently serves as Vice President and Investment Analyst.  Neil is responsible for researching, creating, and maintaining the overall investment philosophy of the firm as well as client development.

Neil graduated from the University of Pittsburgh with a BA in Economics.  His background in economics and technical research allow him to advise clients on such investment issues as retirement planning, estate planning, investment portfolio design and management, and intergenerational wealth transfer.

 
  • Vice President of Individual Financial Services, Inc.
  • Registered Principal, LPL Financial
  • Executive Certificate in Financial Planning from Duquesene University
  • Certified Financial Planner (CFP®)
  • Certified Fund Specialist (CFS) Designation
  • Graduate, Leadership Development Initiative
  • Member, Financial Planning Association
  • Member, Northern Allegheny County Chamber of Commerce
  • Member, Membership Services Committee for the Northern Allegheny County Chamber of Commerce
Neil enjoys both water and snow skiing, mountain biking, and golfing in his free time.He, his wife Cheryl, and twin sons, Ryan & Dylan reside in Cranberry Township.
 
 
Neil may be reached at neil.pettes@lpl.com or by calling (724) 935-3770.