Our Team

Joseph F. Tortis, CFP®, CFBS


Joe Tortis has over 12 years' experience in Life Insurance, Wealth Planning, and Financial Planning. He started his financial services career with MetLife in 2003 and was recognized as an MDRT (2004 to 2014) qualifier and a President's Conference qualifier for four consecutive years. He was also awarded Rookie of the Year in 2004 and Advisor of the Year in 2005. Joe joined Massachusetts Mutual Life Insurance Company (MassMutual) in 2009 and has qualified for MassMutual's Leaders Club each year (2010-2019) and Blue Chip Council (2013 & 2014). In addition to these achievements, Joe earned his Certified Family Business Specialist designation, providing him with the knowledge and insight into the inner workings and challenging dynamics of family-owned businesses.

“My goal is to help clients make sound, educated decisions, especially with regard to insurance and investments. My approach is to help clients identify their goals and develop solutions that meet their objectives efficiently. Our firm strives to develop long term relationships and focuses on becoming a lifetime resource for each client.”

He has built a successful practice that focuses on helping people achieve their financial goals. From Joe's commitment to helping his clients and developing trusted relationships, many of his clients have become good friends. In addition to working closely with his clients, Joe frequently conducts seminars on various financial topics. 

Joe was born and raised in the South Jersey area and he resides in Marlton, New Jersey. Joe received his Bachelor's of Science in Finance from Rutgers University, the CERTIFIED FINANCIAL PLANNER™ (CFP®)  from Fairleigh Dickinson, and his Certified Family Business Specialist (CFBS) designation from The American  College.

C. Greg Crothers, CFP®, CLU, ChFC


C. Greg Crothers is a CERTIFIED FINANCIAL PLANNER professional ™ and advises individuals throughout all stages of their lives and careers.  Working with business owners, young professionals, families, pre-retirees, and retirees he helps them with their investment strategies, risk management, business succession, and financial planning needs.

Greg was born and raised outside of Syracuse, New York. He earned his Bachelor's degree in Corporate Finance and Accounting from Bentley University in 2004. He began his financial services career in 2005 in San Francisco, where he built a robust practice of over 500 clients. In addition to managing his own business, Greg trained and mentored new associates. He also taught retirement planning classes at Berkeley City College, San Rafael Community Center, and the College of Marin. 

To best provide for his clients' needs, Greg earned a number of designations; CERTIFIED FINANCIAL PLANNER (CFP®) in 2007, Certified in Long Term Care (CLTC), and Chartered Life Underwriter (CLU®) in 2012. In 2015.  In 2015, Greg returned to the East Coast and joined Wealth & Income Solutions. He continues to offer classes on retirement planning at Haverford Township Department of Parks & Recreation, Temple University's Ambler Campus, Rowan College -Mt. Laurel and Rider University.

Pamela Gallagher

Client Experience Administrator

With over fifteen years of experience in the insurance and Financial Services industry as a Client Experience Administrator, she ensures a smooth operation of the office.  With her extensive knowledge of the business, she can efficiently handle client inquiries and requests in addition to supporting both Joe and Greg with preparation for client meetings.  Additionally, with the team so involved in seminars and financial education, Pam acts as the main point of contact for organizing and executing all seminars that are conducted by the team.

Pam grew up and resides in Cinnaminson with her family.  She is a big advocate of the Ronald McDonald House Charities® of the Philadelphia Region, holding several fundraisers a year, personally delivering all donations with her five-year-old son.