Orth Financial Group

If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Kimberlee Orth

Kimberlee Orth

Private Wealth Advisor

Visit Kimberlee Orth's website
William Barney Carter

William Barney Carter

Financial Advisor

Visit William Barney Carter's website
Robert Damron

Robert Damron

Financial Advisor

Visit Robert Damron's website
Mary Reopell

Mary Reopell

Financial Advisor

Visit Mary Reopell's website
Scott Judge

Scott Judge

Financial Advisor

Visit Scott Judge's website
Katherine Orth

Katherine Orth

Financial Advisor

Visit Katherine Orth's website
Kathleen Kennedy

Kathleen Kennedy

Financial Advisor

Visit Kathleen Kennedy's website

Team

Stacey M. Spitzer

Stacey M. Spitzer

Client Service Coordinator,

Practice Manager

Roles & Responsibilities

  • Workflow from Client Meetings
  • In-service Withdrawals & Rollovers
  • Estate Settlement
  • Check Deposits
  • Insurance Application & Issue
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Joanna C. Pirhalla

Joanna C. Pirhalla

Marketing Manager,

Office Manager

Roles & Responsibilities

  • Seminars & Events
  • Website & Social Media
  • Public Relations
  • Branding, Advertising & Media Relations
  • Client & Referral Contact
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Matthew Murphy

Matthew Murphy

Operations Director

Jack Bradley

Jack Bradley

Client Concierge

Roles & Responsibilities

  • Assist during client meetings and complete follow up tasks
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Michael Orth

Michael Orth

Client Service Specialist

Sandy Duff

Sandy Duff

Client Service Coordinator

Jenine Gordy, MBA, ChFC<sup>®</sup>

Jenine Gordy, MBA, ChFC®

Financial Planning Analyst

Matthew Acevedo

Matthew Acevedo

Intern

Roles & Responsibilities

  • special projects
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