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Within our partnership, Ortner, O'Brien & Ortner combines various backgrounds in order to provide clients with the experience and expertise needed to offer the "one-stop shop" for all their Investment, Tax, and Estate Planning needs. We have helped many, many clients achieve the peace of mind and financial security they want and need as they head into retirement. We manage assets for a variety of affluent clients across the United States. |
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Ext 204
fortnerjr@onesourceretirement.com
“Everyone dreams of the
day when their time is their own…to travel, to
pursue hobbies and to enjoy life. Yet, a secure,
worry-free retirement does not just happen: it requires
a personalized plan built around your goals and a realistic
assessment of what you will need to maintain the lifestyle
you have worked so hard to establish.” |
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Frank Ortner Jr., JD is Chairman of the Ortner, O’Brien & Ortner Advisory Group, Inc. A graduate of St. Joseph’s University, Mr. Ortner earned his Juris Doctor (JD) from Villanova Law School. He is a former director of pension and estate planning for a major financial services company. He has written articles for local area publications and has been interviewed on local radio and television stations on the subject of estate planning. He is a member of the Chester County Bar Association and the Financial Planning Association.
Currently, he serves as Chairman of the Board of Directors of the Malvern Business and Professional Association. He also serves as President of the Malvern Park and Civic Association and is a former member of the Malvern Borough Council.
Mr. Ortner has a law practice concentrating on estate planning for individuals and families.
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Ext 202
jobrien@onesourceretirement.com
“We understand that our clients rely on our firm for sound financial advice. That’s why we are dedicated understanding our clients’ financial priorities, what is important to them about their overall retirement goals, and building a balanced plan to help them achieve their dreams.” |
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John O’Brien, CFP® is President of the Ortner, O’Brien & Ortner Advisory Group, Inc. Mr. O’Brien earned the Certified Investment Management Analyst (CIMA) at the University of Pennsylvania Wharton School of Business Executive Program.
He has been a Certified Financial Planner (CFP®) since 1996 and was a former President of the Philadelphia Tri-State Financial Planning Association (FPA). Mr. O’Brien has written articles for local area newspapers and made appearances on CNN and Fox News.
In 2002, he was awarded the Diamond Award for distinguished service to his profession by the regional chapter of the Financial Planning Association.
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Ext 203
frank3@onesourceretirement.com
“Our firm is dedicated to providing the highest levels of service and value to our clients. Whether it’s from helping prepare their tax returns, supporting their legal needs, or even putting them in touch with trusted resources to help them solve a unique retirement need – we are focused on being a complete resource for our clients.” |
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Frank Ortner III, CPA, PFS is Vice President of the Ortner, O’Brien & Ortner Advisory Group, Inc. and is the Chief Planner with the firm. A graduate of Villanova University, he spent the early part of his career in a public accounting firm specializing in small business and personal income taxes.
Working as a financial and tax adviser, Mr. Ortner attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate a complete knowledge and understanding of all areas of
financial planning.
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Ext 252
billh@onesourceretirement.com
"At OO&O
we feel that you should approach retirement as a new
phase in your life, one that should give you the chance
to discover new personal challenges and opportunities.
We are here as your family financial stewards to serve
you in the planning for a successful retirement." |
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Mr. Helstowski
is an advisor responsible for client relationship management.
Bill brings to OO&O several years experience in
investment consulting, as he was most recently VP and
COO for a local investment management firm. In addition,
Bill has had executive management positions at several
private and public companies located in the greater
Philadelphia and Boston regions. He received his Bachelor’s
and Master’s degree from the University of Vermont,
and holds his Series 65 Securities license and PA Insurance
license. |
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Client Relationship Specialist
Ext 201
epaci@onesourceretirement.com
Eileen Paci is Ortner, O’Brien & Ortner’s first point of contact and is responsible for all correspondence with clients. She is helpful is routing you to the appropriate partner or team member to get your questions answered.
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New Business and Accounts Specialist
Ext 207
amanda@onesourceretirement.com
Amanda Holden has been a longtime member of the OO&O team. Her primary responsibilities are handling new business and any changes to our client accounts which includes deposits, transfers, beneficiaries and any other changes in cash flow or banking information. Also, Amanda administrates quarterly wealth management reports provided by OO&O for your investment portfolio. |
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Planning Specialist
Ext 205
rteti@OneSourceRetirement.com
Roseanne Teti is responsible for all research on the financial planning issues that support Tax, Insurance and Estate Planning. She also has many years of experience in tax preparation and is responsible for preparing all federal and state income tax reports for OO&O clients. Roseanne has also achieved EA Accreditation with the IRS and holds a Bachelor of Arts Accounting Degree with Immaculata University.
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 Recent Research
Michael S. Pagano is an Associate Professor of Finance at Villanova University. Professor Pagano has conducted several empirical analyses related to various issues in market microstructure, financial institution management, risk management, international finance, cost of capital estimation, and interest rate determination. He has published in numerous finance journals such as the Journal of Financial Economics, Journal of Banking and Finance, Journal of International Money and Finance, Journal of Portfolio Management, and the Financial Analysts Journal. Professor Pagano serves on the editorial boards of two academic journals, the International Journal of Managerial Finance and the Review of Pacific Basin Financial Markets and Policies. Professor Pagano has also been a Fulbright Scholar at the University of Costa Rica, a Visiting Professor at the University of Otago in New Zealand, and has received awards for both teaching excellence and academic scholarship.
Business, Consulting, and Service Experience
Prior to earning his doctorate and joining the Villanova University faculty, Professor Pagano spent over 10 years in the financial services industry. He holds the Chartered Financial Analyst (CFA®) designation and has experience both in commercial lending activities at Citibank and in investment valuation analysis at a financial consulting firm, International Capital Markets Corp., as well as Reuters PLC. At Villanova University, he has participated in numerous college and university initiatives such as launching the Executive MBA program, the M.S. in Finance program, the Mid-Atlantic Research Conference in Finance (MARC), the Institute for Research in Advanced Financial Technology, and the award-winning Applied Finance Lab. In addition to his duties at Villanova University, Professor Pagano serves as a member of FINRA’s Market Regulation Committee and has been a consultant to several companies including Citibank, PaineWebber, Fidelity Investments, GTE Investments, Philadelphia Suburban Corp., Aqua America, and Bank Julius Baer. Professor Pagano is a commentator on financial institutions and current market structure issues and has been frequently quoted in various media sources such as the Wall Street Journal, New York Times, Financial Times, Associated Press, CNBC, Bloomberg TV, PBS’s Nightly Business Report, Bloomberg Radio, CNN Radio, and National Public Radio. |
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