The Team

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.

Our Advisors

Mary Reopell

Mary Reopell

Financial Advisor

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Designations

CFP®, APMA®, RICP®

Top Areas of Focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Arts, University of Massachusetts, Amherst, 1998 - 2002, Certificate of Financial Planning, Christian Brothers University, 2009 - 2010

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Robert Damron

Robert Damron

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management

Education

B.S. Finance, 2007, Smeal College of Business -Penn State University
CA Insurance #0K78854 AR License #16245326

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William Barney Carter

William Barney Carter

Financial Advisor

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Designations

JD

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Harvard University, AB 1971, Florida Atlantic University, M.Ed. 1973, Washington Univeristy in St. Louis, J.D. 1981

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Scott Judge

Scott Judge

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies

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Harry Orth

Harry Orth

Financial Advisor

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Designations

CFP®, CLU®, RICP®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

University of Delaware, BS Business Administration, 1973, Major, US Army (retired)

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Katherine Orth

Katherine Orth

Financial Advisor

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Designations

APMA®

Education

University of Delaware - BS Finance & Marketing 2014

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Kathleen Kennedy

Kathleen Kennedy

Financial Advisor

Our Staff

Stacey M. Spitzer

Stacey M. Spitzer

Client Service Coordinator

Practice Manager
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Roles & Responsibilities

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

Joanna C. Pirhalla

Marketing Manager

Office Manager
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Roles & Responsibilities

  • Seminars & Events
  • Website & Social Media
  • Branding, Advertising & Media Relations
  • Client & Referral Contact
Ryan Moore

Ryan Moore

Client Concierge

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Roles & Responsibilities

  • Assist during and prepare for financial planning client meetings
  • Assist during client review meetings and complete follow up tasks
Matthew Murphy

Matthew Murphy

Operations Director

Jack Bradley

Jack Bradley

Client Concierge

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Roles & Responsibilities

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

Michael Orth

Client Service Specialist

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Roles & Responsibilities

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

Sandy Duff

Client Service Coordinator

Jenine Gordy, MBA, ChFC<sup>®</sup>

Jenine Gordy, MBA, ChFC®

Financial Planning Analyst

Chartered Financial Consultant®
Matthew Acevedo

Matthew Acevedo

Intern

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Roles & Responsibilities

  • special projects