With nearly 100 combined years of experience, our multi-generational team of financial professionals understands what it takes to manage wealth effectively. We have built long-lasting relationships with clients through strong bonds of community and friendship and create plans to help them achieve their vision for the future.

We place significant importance on our responsibility to act in our clients’ best interests as we guide successful individuals, business owners and multi-generational families through investment, tax, retirement, trust, insurance, estate, charitable and beneficiary planning.

Invictus Wealth Management

of Wells Fargo Advisors Financial Network


Beth Zucker, CFP® CDFA®
Partner

Daniel Casino, CFP®
Partner

John Ortolf, CFP® ChFC®
Senior Vice President
Senior Financial Advisor

Kathryn Ortolf, MBA
Client Associate

Kathleen Lansing
Senior Registered Client Associate

Ryan Forman
Client Associate

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Kidron, Mehta Financial Group

of Wells Fargo Advisors Financial Network


Richard L. Kidron, CFP® MBA
Partner

Amar Mehta, CFP®
Partner

Stephen R. Kidron, CFP®
Partner

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