Orth Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Orth Financial Group
Team photo for Orth Financial Group

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Advisors

Advisor photo for Kimberlee Orth

Kimberlee Orth

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kimberlee Orth's website
Advisor photo for Mary Reopell

Mary Reopell

CFP®, APMA®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mary Reopell's website
Advisor photo for Bobby Damron

Bobby Damron

APMA®

Private Wealth Advisor

Visit Bobby Damron's website
Advisor photo for Katherine Orth

Katherine Orth

CFP®, CRPC, APMA®

Financial Advisor

Visit Katherine Orth's website
Advisor photo for Scott Judge

Scott Judge

APMA®

Financial Advisor

Visit Scott Judge's website
Advisor photo for Michael Orth

Michael Orth

APMA®, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Michael Orth's website
Advisor photo for Harry Orth

Harry Orth

CFP®, CLU®, RICP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Harry Orth's website
Advisor photo for Elizabeth Orth

Elizabeth Orth

CFP®, APMA®

Financial Advisor

Visit Elizabeth Orth's website
Advisor photo for Richard Costello

Richard Costello

ChFC®, CLU®

Financial Advisor

Visit Richard Costello's website
Advisor photo for Seth Immediato

Seth Immediato

CFP®, APMA®

Financial Advisor

Visit Seth Immediato's website
Advisor photo for Chase Stackhouse

Chase Stackhouse

APMA®, CRPC

Financial Advisor

Visit Chase Stackhouse's website


Team

Matthew Murphy

Matthew Murphy

Operations Director

Stacey Spitzer

Stacey Spitzer

Operations Manager

Robin Zizmont

Robin Zizmont

Executive Assistant

Julie Turnbull

Julie Turnbull

Client Service Senior Coordinator

Erin Lacey

Erin Lacey

Marketing Manager

Aiden Castle

Aiden Castle

Client Concierge

John Wilcox

John Wilcox

Client Relationship Coordinator

Qualifications

    • APMA™
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Michelle Deyarmin

Michelle Deyarmin

Client Relationship Coordinator

Ryan Wallace

Ryan Wallace

Paraplanner

Qualifications

    • APMA™
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Sarah Seaman

Sarah Seaman

Paraplanner,

Client Relationship Coordinator

Qualifications

  • APMA™

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Tristan Pantano

Tristan Pantano

Client Concierge

Qualifications

  • APMA™

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