See What Our Clients Have to Say

These testimonials are from real clients of Ortman Finances, LLC. None were compensated for their feedback. Individual results may vary, we’re just proud to help people make moves their excited about.

  • "The only regret we have is not getting started with Trey sooner. He’s helped us optimize our 401k and IRAs, review life insurance, and set up tax planning for Jody’s business, while also guiding us on college savings and long-term goals. We thought we could handle it ourselves, but Trey showed us how much we were missing. Whether you’re young or older, it’s never too soon, and never too late, to get started."

    Todd & Jody W.

  • "Trey is amazing. He helped me get out of debt with a clear plan to pay it off quickly and save money over time. On top of that, he's given me guidance and confidence with my investments that I never had before. I can't say enough good things about him. If you're looking to grow financially, Ortman Finances is the place to be."

    Spencer Hunt

  • "Trey does a phenomenal job not only advising, but genuinely caring for each and every one of his clients. He has become more than just my financial advisor. He is someone I can text or call at any point throughout the day whether it is about finances or life in general and he always takes the time to respond. That level of accessibility and care truly sets him apart. I highly recommend working with Trey for all of your financial needs."

    Wyatt S.

  • "I've known Trey for many years playing different sports at the same college. Being a college athlete means how you do one thing is how you do everything, and Trey is a great example of that! Starting without a financial planner was a mistake I didn't know I made until I started working with Trey. He got me set up with investment funds and gave valuable advice on tax planning with my business. He is very personable, explains things in depth, and has helped me make smarter financial decisions. If you don't work with a financial planner already, I highly recommend Trey Ortman!"

    Lane Tietz

  • "Trey Ortman has been great to work with. Trey took the time to understand my goals and helped me build a clear plan for investing and long-term growth. He explains things in a way that’s easy to understand and never makes you feel rushed or pressured. I feel confident knowing I have a solid strategy and someone I trust helping guide my financial future."

    Tyce O.