Broker Check


By working as a team and sharing ideas and strategies, we believe we can better serve our clients. Whether the client has a question about tax strategies, retirement planning, investments, or business planning, a team member with specialized knowledge is available to help.

Meet our team:


Paul Sortino, CFP®

President, Financial Advisor

(410) 527-7997

(443) 991-4735

Paul is our team's President, a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Representative and Investment Adviser Representative with Equity Services, Inc.

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Michael is the Director of Financial Services for our team, working internally with the team monitoring investments, reviewing client data, and researching new products and strategies.

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Nora Wells, QKA

Director of Operations

(410) 527-7997

(443) 991-4735

Nora is the Director of Operations with for our team, serving as an integral part of the firm’s continued growth.

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Rosea Jones

New Business Processor



Rosea Jones is our New Business Processor and works directly with Nora Wells (Director of Operations). She joined our team in late 2017 after working in a medical center as an Administrator in Customer Relations for 7 years. Rosea...

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Tadao Okamoto

Financial Services Associate



Ted is the newest member of our Financial Services team and works closely with Mike Kelen.

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