Orth Financial Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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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

Financial Advisor

Visit Bobby Damron's website
Advisor photo for Harry Orth

Harry Orth

CFP®, CLU®, RICP®

Financial Advisor

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

Katherine Orth

CRPC, APMA

Financial Advisor

Visit Katherine Orth's website
Advisor photo for Matthew Acevedo

Matthew Acevedo

APMA, CRPC

Financial Advisor

Visit Matthew Acevedo'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 Elizabeth Orth

Elizabeth Orth

CFP®, APMA

Financial Advisor

Visit Elizabeth Orth's website
Advisor photo for Erin Yake

Erin Yake

MBA, CRPC, APMA

Financial Advisor

Visit Erin Yake's website


Team

Matthew Murphy

Matthew Murphy

Operations Director

Stacey Spitzer

Stacey Spitzer

Operations Manager

Julie Turnbull

Julie Turnbull

Client Service Coordinator

Robin Zizmont

Robin Zizmont

Executive Assistant

Erin Lacey

Erin Lacey

Marketing Manager

Garrett Cole

Garrett Cole

Client Concierge,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Seth Immediato

Seth Immediato

Client Concierge

Sarah Seaman

Sarah Seaman

Client Service Coordinator

Chase Stackhouse

Chase Stackhouse

Client Service Coordinator