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.

close

Team photo for Wealth Ratio Advisors
Team photo for Wealth Ratio Advisors

View Larger


Our advisors

Advisor photo for Matthew Orman

Matthew Orman

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matthew Orman Visit Matthew Orman's website
Advisor photo for Katherine L Egbert

Katherine L Egbert

CFP®, APMA®

Financial Advisor

Learn more about Katherine L Egbert Visit Katherine L Egbert's website
Advisor photo for Kenneth L Spencer

Kenneth L Spencer

ChFC®

Private Wealth Advisor

Learn more about Kenneth L Spencer Visit Kenneth L Spencer's website
Advisor photo for Nicholas Dolney

Nicholas Dolney

APMA®

Financial Advisor

Learn more about Nicholas Dolney Visit Nicholas Dolney's website


Our team

Jessica Miller

Jessica Miller

Office Manager

Liia Orman

Liia Orman

Marketing Manager

Ava Loch

Ava Loch

Client Service Manager

Brittney Bonazza

Brittney Bonazza

Client Service Coordinator

Jana Merlo

Jana Merlo

Operations Director,

Human Resource Manager