Our Team | Wealth and Income Solutions
Joseph F. Tortis, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Joe Tortis has over 12 years' experience in Life Insurance, Wealth Planning, and Financial Planning. 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.
“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.”
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 and the CERTIFIED FINANCIAL PLANNER™ /CFP® certification from Fairleigh Dickinson.
Greg Crothers, CFP®, CLU, ChFC
CERTIFIED FINANCIAL PLANNER™ professional
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® certification 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.
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.
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.
With over 20 years in the finance industry, she keeps on top of the day-to-day operations in the Bala Cynwyd office for Greg
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.
Client Service 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 children's activities and sports.