Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Kimberlee Orth

Kimberlee Orth

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kimberlee Orth Visit Kimberlee Orth's website
Advisor photo for Mary Reopell

Mary Reopell

CFP®, APMA, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Reopell Visit Mary Reopell's website
Advisor photo for Bobby Damron

Bobby Damron

APMA

Financial Advisor

Learn more about Bobby Damron Visit Bobby Damron's website
Advisor photo for Katherine Orth

Katherine Orth

CRPC, APMA

Financial Advisor

Learn more about Katherine Orth Visit Katherine Orth's website
Advisor photo for Harry Orth

Harry Orth

CFP®, CLU®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Harry Orth Visit Harry Orth's website
Advisor photo for Michael Orth

Michael Orth

APMA, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Michael Orth Visit Michael Orth's website
Advisor photo for Matthew Acevedo

Matthew Acevedo

APMA, CRPC

Financial Advisor

Learn more about Matthew Acevedo Visit Matthew Acevedo's website
Advisor photo for Elizabeth Orth

Elizabeth Orth

CFP®, APMA

Financial Advisor

Learn more about Elizabeth Orth Visit Elizabeth Orth's website
Advisor photo for Erin Yake

Erin Yake

MBA, CRPC, APMA

Financial Advisor

Learn more about Erin Yake Visit Erin Yake's website


Our 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 Coordinator

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