Broker Check

Team

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

410-527-7997

443-991-4735

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

4105277997

4439914735

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

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