Patrick F. Ortman, CFP®
Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America.
Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances.
Patrick and his wife, Kate, have four boys in elementary through high school. He is an avid runner, coaches various youth sports teams, and is an active volunteer at his children’s schools.
Patrick is active in the financial planning community and is a member of XY Planning Network, and the National Association of Personal Financial Advisors (NAPFA).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Amanda Spencer
Client Service Associate
Amanda has an extensive background in financial planning operations. She’s our expert in coordinating requirements for investment companies, resolving challenges to make everyone’s life easier, and generally keeping things on track.
Amanda loves to travel, cook for her family, and enjoys a good book. She has been an active supporter of the Ronald McDonald House Charities for nearly 15 years, volunteering with her family several times a year.
Valeria Suaza
Paraplanner
Valeria recently joined the team after earning a Bachelor’s degree in Finance with a concentration in Financial Planning from Messiah University. As a paraplanner, she supports the financial planning process through behind-the-scenes operations, including note-taking during client meetings, coordinating service tasks, conducting research on various planning topics, and assisting with overall firm operations.
An aspiring Certified Financial Planner professional, Valeria is currently preparing to sit for the CFP® exam later this year. She is passionate about helping others navigate their financial journey, and brings enthusiasm, attention to detail, and a strong commitment to client service.
Outside of the office, Valeria enjoys traveling to new destinations, playing pickleball with friends, and learning new languages.