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 Voight, Ortiz & Associates
Team photo for Voight, Ortiz & Associates

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Our advisors

Advisor photo for John Voight

John Voight

CFP®, CRPC, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about John Voight Visit John Voight's website
Advisor photo for Jason Ortiz

Jason Ortiz

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jason Ortiz Visit Jason Ortiz's website
Advisor photo for Matt Farver

Matt Farver

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matt Farver Visit Matt Farver's website
Advisor photo for Tim Conner

Tim Conner

CRPC

Financial Advisor

Learn more about Tim Conner Visit Tim Conner's website


Our team

Jessica Peeden

Jessica Peeden

Office Manager

Qualifications

  • Notary Public
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Jessica Martin

Jessica Martin

Executive Assistant

Qualifications

  • Notary Public
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Katie Bazhaw

Katie Bazhaw

Client Service Specialist

Qualifications

  • Notary Public

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Jennifer Wardlaw

Jennifer Wardlaw

Operations Specialist