Our advisors

Our team

Matthew Murphy

Matthew Murphy

Operations Director

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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Jack Bradley

Jack Bradley

Client Concierge

Roles & Responsibilities

  • Assist during client meetings and complete follow up tasks
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Sandy Duff

Sandy Duff

Client Service Coordinator

Jenine Gordy, MBA, ChfC<sup>®</sup>

Jenine Gordy, MBA, ChfC®

Financial Planning Analyst

Robin Zizmont

Robin Zizmont

Executive Assistant

Roles & Responsibilities

  • Executive Assistant to Kimberlee Orth
  • Reception & Client Service
  • Document Storage
  • Calendar Mangement
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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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Matthew Acevedo

Matthew Acevedo

Intern