About Us

Location  
Our Commitment to You  

Meet Our Team

  • John F. Ortolf

    John F. Ortolf, CFP, ChFC

    Senior Financial Advisor

    • Do you remember planning for that last big vacation? Most people spend more time planning for their vacations than planning for their retirement. I help my clients plan for their retirement…so that it is the longest vacation of their lives.
    • I work with retirees, pre-retirees, small business owners, and executives, to develop comprehensive investment plans based on your goals and objectives. By understanding you, and the financial forces at work in your life, I create a plan to help understand and respond effectively to these forces.
    • My priority is building a relationship of trust so we can work closely and choose the financial strategies that are most appropriate for you.
    • Working as an investment planner since 2001, I am a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science degree in Personal Financial Planning. I hold the Chartered Financial Consultant® designation, Series 7, 31, 63, & 65 securities registrations, and Life, Annuity, & Long Term Care Insurance licenses.
    • In 2001 I retired from the US Navy at the rank of Commander after a 20 career as a Naval Flight Officer. Flying the EA-6B Prowler aircraft, I have over 2000 military flight hours and 620 aircraft carrier arrested landings. My priority then as now, is risk management.

    Experience

    Partner, Senior Financial Advisor
    Wells Fargo Advisors Financial Network
    Mar 2016 – Present
    Yardley, PA

    Vice President, Financial Advisor
    Morgan Stanley Smith Barney
    Mar 2001 – Mar 2016
    Doylestown, PA

    Commander, United States Navy, Retired
    United States Navy
    Aug 1980 – Feb 2001
    Oak Harbor, WA, and additional US and foreign posts

    Education

    Master of Science, Personal Financial Planning, 2010
    College for Financial Planning, Centennial, CO

    Bachelor of Arts, Geography with specialization in Cartography, 1980
    University at Buffalo, Buffalo, NY

    Organizations

    Rotary International, District 7430
    Assistant Governor, Area 8, 2016-2019

    The Robert J. Leonard Foundation
    Board of Directors

    The Bucks County Estate Planning Council
    Past President, 2017-2018
    Board of Directors, 2014-2018 

    Rotary Club of Doylestown
    Past President, 2014-2015

    The Financial Planning Association
    member

    Certifications

    Certified Financial Planner™
    Apr 2007 – Present
    License 1119928
    The Certified Financial Planner Board of Standards, Inc.

    Chartered Financial Consultant®
    Mar 2014 – Present
    The American College


    Honors & Awards

    Rotarian of the Year, Apr 2016
    The Rotary Club of Doylestown, PA

    Selected Military Medals and Awards
    • Meritorious Achievement Medal (Three Awards)
    • Air Medal (2 Strike/Flight Awards)
    • Navy Commendation Medal (Four Awards)
    • Navy Achievement Medal
    • Recruiter of the Year, Navy Recruiting District Albany

    Skills & Services
    • Retirement Planning
    • Investment Planning
    • Asset Allocation
    • Risk Management
    • Estate Planning Strategies
    • Long-Term Care Planning
    • Education Planning
    • Life Insurance
    • 401(k)s
    • Qualified Retirement Plans
    • Defined Contribution Plans

  • Robyn Geiss

    Robyn Geiss

    Financial Advisor
    Administrative Manager

    • I believe in working for a cause and helping others. I became a financial advisor because I know the impact I can have on people’s lives by guiding them to make financially sound decisions whether it be investment based or not. I am Series 7 and 66 registered. My focus is on providing exceptional service to clients. Please call me with any questions you may have. 
    • I am a forward-thinking, diligent and devoted individual who enjoys learning and meeting new people. I am an MBA candidate enrolled part-time at the Fox School of Business at Temple University. 
    • I’m passionate about leading and promoting a balanced, positive lifestyle through supporting others, eating clean, practicing yoga, being mentally aware and giving back to the community.
    • In my free time I enjoy being with my family and friends, participating in active outdoor activities and trying new restaurants and foods!

    Education

    Masters of Business Administration degree candidate
    Temple University, Fox School of Business, Philadelphia, PA

    Bachelor of Science, Nutritional Sciences, Minor in Psychology
    The Pennsylvania State University, University Park, PA

    Organizations

    Philadelphia Chi Omega Alumnae Chapter 
    Vice President

    Fox Board Fellowship 
    Fox Fellow

    Girls On The Run 
    Non-voting Board Member

    Soroptimist International of Indian Rock
    Member

    National Association of Women MBAs (NAWMBA)
    Member

    Penn State Alumni Association
    Member

Why Invest With Us

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