ORTMAN WEALTH ADVISORS - Key Persons


Daniel E. Ortman

Job Titles:
  • Financial Planner

Dawn Marulli

Job Titles:
  • Administrative Assistant

Jessica Cislo

Job Titles:
  • Administrative Assistant

Jody L. Grebe

Job Titles:
  • Client Relations Director

Michael J. Regan

Job Titles:
  • Financial Planner Partner