Orth Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Kimberlee Orth

Kimberlee Orth

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kimberlee Orth's website
Robert Damron

Robert Damron

APMA®

Financial Advisor

Visit Robert Damron's website
Mary Reopell

Mary Reopell

CFP®, APMA®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Reopell's website
Scott Judge

Scott Judge

APMA®

Financial Advisor

Visit Scott Judge's website
William Barney Carter

William Barney Carter

JD, APMA®

Financial Advisor

Visit William Barney Carter's website
Harry Orth

Harry Orth

CFP®, CMFC®, CLU®, RICP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Harry Orth's website

Team

Matthew Murphy

Matthew Murphy

Operations Director

Stacey Spitzer

Stacey Spitzer

Operations Manager,

Practice Manager

Roles & Responsibilities

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

Joanna Pirhalla

Marketing Manager,

Office Manager

Roles & Responsibilities

  • Seminars & Events
  • Webiste & Social Media
  • Public Relations
  • Branding, Advertising & Media Relations
  • Client & Referral Contact
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Jack Bradley

Jack Bradley

Client Service Coordinator

Roles & Responsibilities

  • Assist during client meetings and complete follow up tasks
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Sandy Duff

Sandy Duff

Paraplanner

Jenine Gordy, MBA, ChFC<sup>®</sup>

Jenine Gordy, MBA, ChFC®

Financial Planning Analyst

Robin Zizmont

Robin Zizmont

Executive Assistant

Julie Turnbull

Julie Turnbull

Client Service Coordinator

Michael Orth

Michael Orth

Client Concierge

Matthew Acevedo

Matthew Acevedo

Client Concierge

Roles & Responsibilities

  • special projects
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Elizabeth Orth

Elizabeth Orth

Client Concierge

Julie Orth

Administrative Assistant