Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Paramount Financial Strategies
Team photo for Paramount Financial Strategies

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Our advisors

Advisor photo for Patrick C Bortz

Patrick C Bortz

CFP®, BFA, APMA®

Financial Advisor

President of Paramount Financial Strategies
Learn more about Patrick C Bortz
Advisor photo for Reb Bortz, CFP

Reb Bortz, CFP

CFP®, APMA®

Financial Advisor

Managing Partner of Paramount Financial Strategies
Learn more about Reb Bortz, CFP
Advisor photo for John F Lynch

John F Lynch

CRPC, APMA®

Financial Advisor

Business Financial Advisor
Learn more about John F Lynch
Advisor photo for Elise Petty

Elise Petty

APMA®, BFA, CRPC

Financial Advisor

Financial Planning Specialist
Learn more about Elise Petty
Advisor photo for Rick Finco

Rick Finco

MBA

Financial Advisor

Managing Partner of Paramount Financial Strategies
Learn more about Rick Finco
Advisor photo for John Poirier

John Poirier

Financial Advisor

Managing Partner of Paramount Financial Strategies
Learn more about John Poirier


Our team

Dianne Alongis

Dianne Alongis

Client Service Specialist

Nick Lenski

Nick Lenski

Operations Manager

Shannon L. Reightley

Shannon L. Reightley

Paraplanner

Clayton Lynch

Clayton Lynch

Client Service Specialist

Brit Bortz

Brit Bortz

Marketing Manager

Laurie Lynch

Laurie Lynch

Marketing Specialist