Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Reb Bortz Jr

CFP®, APMA

Financial Advisor

Managing Partner of Paramount Financial Strategies
Learn more about Reb Bortz Jr

Patrick Christian Bortz

CFP®, BFA, APMA

Financial Advisor

President of Paramount Financial Strategies
Learn more about Patrick Christian Bortz

David Stuart

MBA, APMA

Financial Advisor

Learn more about David Stuart

John F Lynch

CRPC, APMA

Financial Advisor

Business Financial Advisor
Learn more about John F Lynch

Richard Dallen

MBA, CFP®, CMFC

Private Wealth Advisor

Business Financial Advisor
Learn more about Richard Dallen

Rick Finco

MBA, APMA

Financial Advisor

Managing Partner of Paramount Financial Strategies
Learn more about Rick Finco

Shannon L Reightley

APMA

Financial Advisor

Learn more about Shannon L Reightley


Our team

Brit Bortz

Brit Bortz

Marketing Manager

Kasandra Williams

Kasandra Williams

Operations Manager,

Client Service Manager
Dianne Alongis

Dianne Alongis

Client Service Specialist

Laurie Lynch

Laurie Lynch

Marketing Specialist

Elise Petty

Elise Petty

Client Service Manager

Nolan Rehard

Nolan Rehard

Financial Planning Assistant

Clayton Lynch

Clayton Lynch

Client Service Specialist