At Porti Tax & Financial Group, our dedicated team is committed to helping individuals and families navigate the complexities of tax and financial planning. With a focus on personalized strategies and a deep understanding of tax-efficient solutions, we strive to provide guidance that aligns with your unique financial goals. Our professionals bring years of experience, a commitment to ongoing education, and a passion for delivering exceptional service.
Get to know the team that’s here to support your financial journey.
Bill Porti
Founder | Wealth Advisor
Bill Porti has been serving clients in the financial services industry since 2006, bringing a wealth...
Bradley Ansell
Financial Advisor
Lives in Gibsonia Pa with his wife Kristi. Brad is a proud father of 4 boys and he is well known in his...
Claudine Beatty
Administrative Assistant
Claudine is the new Administrative Assistant at Porti Tax & Financial Group. She grew up in the North...
Mary Patterson
Tax Preparer & Accounting
Mary earned her MBA from WVU (West Virginia University). She has been working in Tax and Finance since...
Anne Paczula
Tax Preparer & Admin
Anne has extensive experience, working as a tax preparer since 2015. When she is not busy working with...
Barb Porti
Event Manager
If you’ve attended any of Porti Tax & Financial Group’s events, you’ve likely met Barb—Bill’s wife...