Hey, I’m Trey

I started Ortman Finances, LLC because I genuinely love helping people figure out their money and build a plan that actually makes sense for their life. I grew up playing sports, working in my family’s small businesses, and now I coach football too. Teamwork and discipline have always been a big part of who I am. When I’m not talking money, you’ll probably find me on the field, golfing, hiking, or hanging out with my family.

Group of smiling football players and a woman holding a young girl on a football field, with empty stadium seats in the background.

Not your typical firm…

Most advisors either sell products for commission or only work with high-net-worth families. That’s not me.

I started Ortman Finances to offer real planning. Built for young professionals, couples, and entrepreneurs who want to make smart money decisions without giving up the life they love.

I'm a fee-only advisor, meaning I don't earn commissions, kickbacks, or product sales. You pay me directly for advice that's centered on your goals, not someone else’s sales quota.

Investments are part of what I do, but not all I do. I also help with debt payoff strategies, tax planning, and saving for major life goals like buying a home or starting a business.

I live in Canistota, South Dakota and work with clients virtually across the country. I love getting to know my clients whether that’s on zoom, meeting up for golf, a hike, or grabbing some lunch.