How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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...
Dawn Marulli
Administrative Assistant
dmarulli@ortmanwealthadvisors.com
Coordinates client appointments, service needs and paperwork for Mike Regan’s clients
Jessica Cislo
Administrative Assistant
jcislo@ortmanwealthadvisors.com
Processes client new business, account maintenance paperwork and service requests, maintains client data files
Jody L. Grebe
Client Relations Director
jgrebe@ortmanwealthadvisors.com
Coordinates business and client relationships with team, maintains client scheduling and service
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.