Daniel E. Ortman
Financial Planner | President
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 clients achieve their financial goals in order to fulfill their financial and retirement plans.
- Bachelor of Business Administration in Finance
- Financial Advisor since 1996
- Chartered Advisor in Senior Living, CASL®
- Series 7, 6, 65, 63 and 26 securities registrations
- Married, two daughters
- Enjoys spending time with family, working out, golf, tennis and family vacations.