From our family to yours: extraordinary attention to your needs and exceptional service
OneSource Retirement Advisors have built a reputation of helping their clients through the transitions leading up to, during and after retirement. They bring both personalized attention to each client's unique needs and an unsurpassed range of expertise to bear in delivering the most effective wealth management strategy.
Today, OneSource clients and their families rely on the dedicated OneSource family for year-round planning and support.
"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."
Frank Ortner Jr., JD is Chairman of OneSource Retirement Advisors. 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.
"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."
John O'Brien, CFP® is President of OneSource Retirement Advisors. He attended the University of Pennsylvania Wharton School of Business Executive Program and held the Certified Investment Management Analyst (CIMA) designation from 2006 to 2009.
Mr. O'Brien has been a Certified Financial Planner (CFP®) since 1996 and was a former President of the Philadelphia Tri-State Financial Planning Association (FPA). He 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.
"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."
Frank Ortner III, CPA, PFS is Vice President of OneSource Retirement Advisors 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.
"OneSource provides clients with a total retirement solution: taxes, estate and financial planning. Its comprehensive approach is one that, in my experience, is in the best interest of the client"
As Chief Investment Officer Mr. Olsen is responsible for the OneSource investment process and advising emerging-affluent clients on a range of retirement issues, including the construction of portfolios to support lifetime income. He brings extensive experience in helping to design portfolios for clients approaching retirement, continuing to help deliver retirement portfolios that provide steady income, safety and measure of growth for our clients.
Mr. Olsen most recently served as First Vice President and Chief Market Strategist for First Niagara Bank, where he was responsible for the economic and portfolio advice delivered to its wealth management clients. He earned his B.A. from Macalester College and MBA from Temple University. In addition to being a Chartered Financial Analyst charter holder (CFA), Mr. Olsen holds the Certified Financial Planner designation (CFP®).
"At OneSource 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."
Mr. Helstowski is responsible for client relationship management. Bill's role involves meeting with new and existing clients, and being an integral member of the management team that assists individuals in outlining and attaining their retirement goals.
An Investment Advisor with 10 years' experience, Bill works mainly with corporate individuals who are preparing to transition into retirement. Bill sits on the Investment Committee, and leads the firm's OneSource Executive Networking Group. Prior to being an Investment Advisor, Mr. Helstowski spent 25 years in the corporate world, holding a number of executive management positions. He received his Master's and his Bachelor's degrees from the University of Vermont.
Robert Falcon brings Big 4 managerial tax experience, 15 years of corporate finance and marketing experience, a CPA and an MBA to the company. He earned his MBA from UNC Kenan-Flagler Business School. He graduated from Villanova University with a BS in Accounting. He passed the CFP® Certification Exam and is a CPA in Pennsylvania.
Mr. Falcon's broad-based background strengthens the company's strategy of providing a multi-faceted solution to retirement transition for high net worth individuals. In addition to his professional services background, Mr. Falcon possesses 15 years of corporate finance and marketing experience, giving him a unique perspective and connection to many corporate professionals who are seeking personal financial planning.
"It is very rewarding to work with a company that is helping people secure their future through financial planning. The transitions of retirement are complex and often intimidating, so there is real value in the expert advice OneSource offers its customers."
Kitty Pierce is a marketing consultant with a 30-year career in marketing and marketing management. She now assists with the planning and follow-up of client meetings and leads the OneSource marketing program.
Ms. Pierce runs Pierce Branding, a results-driven marketing firm in Media and Malvern PA. She previously served as Vice President of Marketing for PatientPoint, and was the Creative Director for consumer publications for such companies as Rodale and Reader's Digest. In all of these roles, she brought creativity, an aptitude for management, a dedication to customer service, and a winning personality.
Eileen Paci is the Client Relationship Specialist and first point of contact, responsible for all correspondence with clients.
She is helpful in routing you to the appropriate partner or team member to get your questions answered.
Amanda Holden, New Business and Accounts Specialist, has been a longtime member of the OneSource 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 for your investment portfolio.
Roseanne Teti, Planning Specialist, 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 OneSource clients. Roseanne has also achieved EA Accreditation with the IRS and holds a Bachelor of Arts Accounting Degree with Immaculata University.
Heidi Milowicki, Legal Assistant, supports Frank Ortner, Jr. in the areas of Estate Planning and Estate Administration. She is responsible for preparing and formatting Wills, Powers of Attorney, and other legal documents and for preparing the necessary documents and correspondence for estate administration. Heidi is a Notary Public.