Our Financial Planning Team
Daniel E. Ortman
Financial Planner | President
(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
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.