Our Client Service Team
Jody L. Grebe
Client Relations Director
jgrebe@ortmanwealthadvisors.com
Coordinates business and client relationships with team, maintains client scheduling and service
Jessica Cislo
Administrative Assistant
jcislo@ortmanwealthadvisors.com
Processes client new business, account maintenance paperwork and service requests, maintains client data files
Dawn Marulli
Administrative Assistant
dmarulli@ortmanwealthadvisors.com
Coordinates client appointments, service needs and paperwork for Mike Regan’s clients