Orth Financial Group

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.


Advisors

Kimberlee Orth

Kimberlee Orth

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kimberlee Orth's website
Mary Reopell

Mary Reopell

CFP®, APMA®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Reopell's website
William Barney Carter

William Barney Carter

JD, APMA®

Financial Advisor

Visit William Barney Carter's website
Scott Judge

Scott Judge

APMA®

Financial Advisor

Visit Scott Judge's website
Harry Orth

Harry Orth

CFP®, CMFC®, CLU®, RICP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Harry Orth's website
Katherine Orth

Katherine Orth

CRPC®, APMA®

Financial Advisor

Visit Katherine Orth's website

Team

Matthew Murphy

Matthew Murphy

Operations Director

Stacey Spitzer

Stacey Spitzer

Operations Manager

Joanna Pirhalla

Joanna Pirhalla

Marketing Manager,

Office Manager
Jack Bradley

Jack Bradley

Financial Advisor,

Client Service Coordinator
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,

Paraplanner
Matthew Acevedo

Matthew Acevedo

Client Concierge,

Paraplanner
Elizabeth Orth

Elizabeth Orth

Client Concierge,

Paraplanner
Julie Orth

Julie Orth

Administrative Assistant

Erin Lacey

Erin Lacey

Client Service Coordinator