Joseph-Tortis-headshot

Joseph F. Tortis, CFP®, CFBS

CERTIFIED FINANCIAL PLANNER professional™

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C. Greg Crothers, CFP®, CLU®, CLTC

CERTIFIED FINANCIAL PLANNER professional™

Pamela-Gallagher-headshot

Pamela Gallagher

Business Manager

Megan-Gallagher-headshot

Megan Gallagher

Client Relationship Coordinator

Angela-Inzerillo-headshot

Angela Inzerillo

Relationship Manager

Jill-Dantzer-headshot

Jill Dantzer

Business Manager


Joseph-Tortis-Headshot

Joseph F. Tortis, CFP®, CFBS

CERTIFIED FINANCIAL PLANNER professional™

Joe Tortis has close to 20 years' experience in Life Insurance, Wealth Planning, and Financial Planning. He 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® certification from Fairleigh Dickinson, and his Certified Family Business Specialist (CFBS) designation from The American College.

C-Greg-Crothers-Headshot

C. Greg Crothers, CFP®, CLU®, CLTC

CERTIFIED FINANCIAL PLANNER professional™

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/certifications: 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-Headshot

Pamela Gallagher

Business Manager

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.

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Megan Gallagher

Client Relationship Coordinator

Megan has been with Wealth and Income Solutions since 2020. She brought her twenty plus years in the hospitality industry to work side by side with our clients as our Client Relationship Coordinator.

Megan resides in Cinnaminson with her husband and five children. She enjoys cooking and entertaining in her spare time. She loves to vacation with her family and is very involved in her childrens’ activities and sports.

Angela-Inzerillo-Headshot

Angela Inzerillo

Relationship Manager

Angela has been with Wealth & Income Solutions since 2016. She received her Bachelor’s of Science from Drexel University in 2010. Prior to starting with us, Angela had almost ten years’ experience working in a hospital office setting. Her prior office knowledge and organizational skills has been a great addition in her role as Relationship Manager.

When not in the office, Angela enjoys time at home with her husband and their three boys. As if her home life isn’t crazy enough, they also have three dogs to keep them busy. She enjoys tending to her plants and playing video games with her house of boys. Angela was born and raised in South Jersey, and currently resides in Maple Shade, NJ.

Jill-Dantzer-Headshot

Jill Dantzer

Business Manager

With over 20 years in the finance industry, she keeps on top of the day-to-day operations in the Bala Cynwyd office.

Jill grew up in Allentown and moved to South Philadelphia back in the early 90’s with her husband of over 30 years. Enjoys vacationing at the Jersey shore, spending time with her family and her beloved cat Gritty. Of course is always up for a good Italian meal.