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

Mary Reopell

Mary Reopell

Financial Advisor

Visit Mary Reopell's website
Robert Damron

Robert Damron

Financial Advisor

Visit Robert Damron's website
William Barney Carter

William Barney Carter

Financial Advisor

Visit William Barney Carter's website
Scott Judge

Scott Judge

Financial Advisor

Visit Scott Judge's website
Harry Orth

Harry Orth

Financial Advisor

Visit Harry Orth'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 Manager,

Practice Manager

Roles & Responsibilities

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

Joanna C. Pirhalla

Marketing Manager,

Office Manager

Roles & Responsibilities

  • Seminars & Events
  • Website & Social Media
  • 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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Sandy Duff

Sandy Duff

Client Service Coordinator

Jenine Gordy, MBA, ChFC<sup>®</sup>

Jenine Gordy, MBA, ChFC®

Financial Planning Analyst,

Chartered Financial Consultant®
Robin Zizmont

Robin Zizmont

Executive Assistant

Julie Turnbull

Julie Turnbull

Client Service Coordinator

Michael Orth

Michael Orth

Client Service Specialist

Roles & Responsibilities

  • Total View Enrollment
  • Online Client Experience
  • Special Projects Coordinator
  • Assist with file prep for client meetings
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Matthew Acevedo

Matthew Acevedo

Intern

Roles & Responsibilities

  • special projects
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