Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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

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

Shannon L. Reightley

Shannon L. Reightley

Paraplanner

Clayton Lynch

Clayton Lynch

Client Service Specialist

Nick Lenski

Nick Lenski

Operations Manager

Brit Bortz

Brit Bortz

Marketing Manager

Laurie Lynch

Laurie Lynch

Marketing Specialist