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Our Client Service 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

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Jessica Cislo

Administrative Assistant

248-565-2012

jcislo@ortmanwealthadvisors.com

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

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Dawn Marulli

Administrative Assistant

248-565-2012

dmarulli@ortmanwealthadvisors.com

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

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