The Team

Voight, Ortiz & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

John Voight

John Voight

Private Wealth Advisor

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Designations

CFP®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Education

Bachelor of Arts in Political Science - North Carolina State University
CA Insurance #0E71833

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Jason Ortiz

Jason Ortiz

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.S.B.A, 1997, Finance, Banking, Appalachian State University, Boone, NC

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Our Staff

Jess Hayes

Jess Hayes

Paraplanner

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Qualifications

  • Notary Public
Jessica Peeden

Jessica Peeden

Financial Planning Assistant

Amber Payton

Amber Payton

Operations Specialist

Ashley Miller

Ashley Miller

Client Service Specialist