How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Kimberlee Orth

Kimberlee Orth

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kimberlee Orth Visit Kimberlee Orth's website
Robert Damron

Robert Damron

APMA®

Financial Advisor

Learn more about Robert Damron Visit Robert Damron's website
Mary Reopell

Mary Reopell

CFP®, APMA®, RICP®

Private Wealth Advisor

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

William Barney Carter

JD, APMA®

Financial Advisor

Learn more about William Barney Carter Visit William Barney Carter's website
Scott Judge

Scott Judge

APMA®

Financial Advisor

Learn more about Scott Judge Visit Scott Judge's website
Harry Orth

Harry Orth

CFP®, CMFC®, CLU®, RICP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Harry Orth Visit Harry Orth's website
John Bradley

John Bradley

Financial Advisor

Learn more about John Bradley Visit John Bradley's website
Katherine Orth

Katherine Orth

CRPC®, APMA®

Financial Advisor

Learn more about Katherine Orth Visit Katherine Orth's website

Our 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

Client Service Coordinator,

Paraplanner
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

Administrative Assistant