About Us

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.

• 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

• 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

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!