Helping Clients Succeed Financially
Our team is composed of Senior Financial Advisor John Ortolf, CFP®, ChFC®, and my daughter, Financial Advisor Kathryn Ortolf, MBA.
Together, we bring a significant amount of knowledge of financial services and a commitment to true professionalism. We both bring different life experiences, but at the core it is our deep desire to do the very best job for our clients.
Our Services
- Retirement Planning
- Investment Planning
- Asset Allocation
- Risk Management
- Estate Planning Strategies
- Long-Term Care Planning
- Education Planning
- Life Insurance
- Qualified Retirement Plans
- Defined Contribution Plans
Your financial future is not just about your money; it is also about your hard work, your goals, your family, and your future. Your needs are why we are committed to understanding YOUR personal situation and designing a portfolio which is best for YOUR future.
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2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.