Our advisors

Our team

Stacey Spitzer

Stacey Spitzer

Client Service Coordinator,

Practice Manager

Roles & Responsibilities

  • Workflow from Client Meetings
  • In-service Withdrawals/Rollovers
  • Estate settlement
  • Check Deposits
  • Insurance Applications & Issue
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Joanna Pirhalla

Joanna Pirhalla

Marketing Manager,

Office Manager

Roles & Responsibilities

  • Seminars & Events
  • Website & Social Media
  • Public Relations
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Ryan Moore

Ryan Moore

Client Concierge

Roles & Responsibilities

  • Assist during client review meetings and complete follow up tasks
  • Assist during and prepare for financial planning client meetings
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Matthew Murphy

Matthew Murphy

Operations Director

Nicole Ferrara

Nicole Ferrara

Executive Assistant,

Receptionist

Roles & Responsibilities

  • Executive Assistant to Kimberlee Orth
  • Greet Clients
  • Scheduling
  • Client Data
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Jack Bradley

Jack Bradley

Client Concierge

Roles & Responsibilities

  • Assist during client meetings and complete follow up tasks
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Michael Orth

Michael Orth

Client Service Specialist

Roles & Responsibilities

  • Online Client Experience
  • Total View Enrollment
  • Special Projects Coordinator
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Sandy Duff

Sandy Duff

Client Service Coordinator

Jenine Gordy

Jenine Gordy

Financial Planning Analyst

Matthew Acevedo

Matthew Acevedo

Intern