Meet the Team

We have a dedicated team of professionals to help you along the way. We strive to provide first-class service and support to our clients and look forward to working with you to achieve your long-term financial goals.

With over 30 years of combined experience, our dedicated team of professionals are here to help you along the way. We pride ourselves on doing right by our clients, and would not recommend a solution or plan that we wouldn’t recommend for ourselves or our family. We strive to provide first-class service and support to our clients and look forward to working with you to achieve your long-term financial goals.

Our Financial Planning Team

Daniel E. Ortman

Financial Planner | President

(248) 565-2012

(616) 855-4791

dortman@ortmanwealthadvisors.com

With over 25 years of experience in the financial services industry, I take great pride in my work to educate my clients on their overall financial well-being and the importance of having a financial plan. My mission is to help my...

Michael J. Regan

Financial Planner | Partner

(248) 565-2012

mregan@ortmanwealthadvisors.com

With 12 years of experience in the financial services industry, I pride myself on strong client service and communication, always striving to meet the needs and goals of my clients.

Our Services Team

Jody L. Grebe

Client Relations Director

248-565-2012

jgrebe@ortmanwealthadvisors.com

Coordinates business and client relationships with team, maintains client scheduling and service

Jessica Cislo

Administrative Assistant

248-565-2012

jcislo@ortmanwealthadvisors.com

Processes client new business, account maintenance paperwork and service requests, maintains client data files

Dawn Marulli

Administrative Assistant

248-565-2012

dmarulli@ortmanwealthadvisors.com

Coordinates client appointments, service needs and paperwork for Mike Regan’s clients

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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