THE OPTIMUM TEAM

 

William Gregory (Greg) Dorriety, M.S., CFP

President, Optimum Asset Management, Inc.

William Gregory DorrietyAfter a successful career as a chemical engineer with Honeywell and Measurex Corporations, Greg co-founded Optimum Asset Management in 2004. He fulfilled his vision by creating an organization dedicated to providing unparalleled professional service while assisting clients with their financial goals of wealth accumulation, preservation and distribution. Greg draws on his varied experiences as an engineering professional, investment and financial advisor with a MS degree in Personal Financial Planning, a communicator, community leader and business entrepreneur to connect his clients’ financial goals with customized strategies that will lead toward success.

For Greg, his education & knowledge in this ever-changing industry is always top of mind.  He graduated with a BS degree in chemical engineering from Auburn University.  In addition to his MS degree in Personal Financial Planning, he holds the CERTIFIED FINANCIAL PLANNERdesignation. He is currently enrolled in the Masters of Security Analysis & Portfolio Management at Creighton University and is a Level 3 candidate status for 2015 in the Chartered Financial Analyst Program.  He is a member of the Society of Financial Service Professionals and Chartered Financial Analysis Institute.  He was selected to serve as a Certified Financial Planner Board Ambassador in recognition of his financial accomplishments.  His articles have been featured in The New York Times and USA Today.

Greg is a registered representative with Royal Alliance Associates, Inc. as well as an investment advisor representative with Investment Advisors Asset Management, a Registered Investment Advisory Firm. 

Greg’s dedication extends outside the office.  He is a board member of the Thomas Hospital Charitable Foundation and serves on the Community Foundation of South Alabama Investment Committee.  He is a member of the Point Clear Rotary Club where he was honored as a Paul Harris Fellow.  He is active in the Gulf Coast Financial Planners Association and the Mobile Area Sigma Chi Association.

Greg and his wife, Donna, are the parents of a son, Will Dorriety, an Ensign in the US Navy Submarine Service and a daughter, the late Elizabeth Dorriety.  He grew up in Atmore, Alabama, and is proud to call the Eastern Shore his home.

 

Gwen C. Dorriety

Gwen is Vice President of Optimum Asset Management, Inc. She has over 30 years of experience in the delivery of financial services and quality customer service. Gwen's field of expertise includes marketing, product design, qualified retirement plan implementation and operations management.

Gwen was educated at Auburn University. She is a graduate of the Banking School of the South at the University of South Alabama.

 

 

 

Donna D. Dorriety

Donna is the Director of Insurance at Optimum Asset Management, Inc. She specializes in providing clients with insurance products specifically tailored to each client’s unique needs.
Donna’s licenses and expertise in insurance encompasses: life insurance, long-term care insurance, property and casualty insurance, and annuities. 


Donna’s previous successful career was in sales management for a major real estate development firm in Houston, Texas. She then founded three local real estate management companies that acquire, hold and rehabilitate properties. Donna achieved her Bachelors and Masters Degrees from The University of Alabama in Consumer Economics.

 

 

Blair Ellenburg

Blair is the Director of Technology & Office Operations for Optimum Asset Management, Inc. She is licensed to assist clients with their life and long-term care insurance needs. 



Jennifer Blair Ellenburg earned the Claritas® Investment Certificate by the CFA Institute. She is currently a candidate for the CFP Certificate through the College for Financial Planning. She will complete her certification by Spring 2016.

Blair received her Bachelor’s and Master’s Degrees in Education from The University of Mississippi. She is licensed to teach in the states of Alabama and Mississippi. Blair is a National Board Certified Teacher.

 


 

Our Investment Strategy Team Members

Joseph Parsons is President of Investment Advisors Asset Management, LLC, a registered investment advisory firm with over $300 million in assets under management. Parsons is also a registered representative and registered principal with Royal Alliance Associates. Prior to joining Royal Alliance Associates, Mr. Parsons was President and Co-Owner of Investment Advisors& Consultants, Inc., a registered Broker Dealer from 1981 to 2006. Parsons helped to build and run the Broker Dealer which had over 130 registered representatives and assets under management of over $1.7 billion. Mr. Parsons entered the financial services industry in 1977 and holds his CFP designation since 1980. He specializes in retirement planning and asset management. Joe graduated from Princeton University in 1973 and was a member of the Princeton Tigers football team. Parsons earned All Ivy Honors in his 1972-73 season as a starting linebacker. During his college career, Parsons competed as an amateur boxer and served as a sparring partner for former Heavyweight Champion, Larry Holmes. For the past twenty years, Joe has competed in amateur sports car racing through the Sports Car Club of America. He has been the National Formula-Ford Runner Up and has many national wins and holds several track records across the Northeast Region. In addition to racing, fitness also plays a very large role in Joe’s life. He enjoys mountain biking, running and weight training. He married his high school sweetheart, Audee, in 1974. They currently reside in Easton and have two daughters, Liz and Holly.

 

Stanley Bielicki brings broad financial knowledge and diverse experience to his leadership role as Head of Operations for Investment Advisors Asset Management, LLC. A native of Ohio, Stan graduated from Ohio State University with a BS Degree and earned his MBA from Southern Illinois University. Stan served as an Adjunct Professor in the Accounting and Business Department of Northampton Community College for two years. Stan was licensed in 1991 to practice as a CPA in Pennsylvania and continues to maintain his license. Stan previously worked with our team in the capacity of CPA from 1991-1998. In 1998 Stan left to join FastNet as their C.F.O. While at FastNet, Stan was a key member of their management team that took the company public in 2000. After leaving FastNet, Stan happily accepted our offer to join Investment Advisors Asset Management, LLC in 2003. Stan holds the following securities licenses: 7,6,63, 24 and 53. Stan resided in Easton, PA for 15 years before moving to Lehighton with his wife Nancy.

 

Prior to 2005, John Bianchi was a Vice President, Senior Portfolio Manager/Investment Strategist, at Alliance Bernstein Investment Research and Management (2003 to 2005). He was responsible for retail investment strategy and asset allocation strategy and was an active member of the Alliance Bernstein Retail Investment Management Committee. John played an active role advising both retail and institutional clients of Alliance Bernstein on both investment and asset allocation strategy. Prior to Alliance Bernstein, John was a Managing Director, Senior Portfolio Manager at Citigroup Asset Management and predecessor organizations (Smith Barney Asset Management and Shearson American Express) for over 18 years. He had successfully managed both retail mutual funds and institutional separate accounts including both fixed income and balanced accounts. In addition to his success as a Senior Portfolio Manager, John’s skill set includes a strong ability to work closely with clients. Prior to joining Shearson American Express in 1985 (predecessor firm to Citigroup Asset Management), John spent five years at Metropolitan Life Insurance Company as a portfolio manager and senior research analyst in the Corporate Investments Department, focusing on both equity and fixed income investments in mid and large sized companies. John graduated from Seton Hall University with a BA in English and earned his MBA in Finance with honors from Fairleigh Dickinson University. John holds the CFA designation as well as series 7, 24, 63 and 65 designations.

 

Rich Rodman has spent over 35 years assisting investors in creating wealth. His clients have included business owners, professionals and top executives at companies such as Johnson& Johnson, AT&T, Exxon, McGraw-Hill and Dun and Bradstreet. He is President of Tax Relief Investments, Inc. and registered with Royal Alliance Associates, Inc. Mr. Rodman has authored a book in 1996 about investing and has written numerous articles in publications such as PTA Today, Human Resource Professional, and the NJ Society of CPA’s “Money Matters” newsletter. He has achieved the designation of Certified Fund Specialist (CFS) and Certified Professional Consultant. He has also passed the Series 2, 7, 63, and 26 exams, has been waived examination as an investment advisor representative, and holds a Life and Health Insurance license in numerous states. He received his BS in Commerce at Rider College where he was the recipient of the Wall Street Journal Achievement Award. Some of the milestones of Mr. Rodman's career include: Training over 100 financial advisors in the financial and investment planning field; speaking to numerous corporations, associations, colleges, social and fraternal organizations on the mechanics of how to create and manage wealth; Obtaining licensing to teach continuing education for CPA’s in NJ;; becoming one of the nation’s first franchisors of financial and investment planning practices; and a listing in Who’s Who in Finance and Industry.

 

Jim Rice is a co-founder and managing partner of Investment Advisors Asset Management, LLC. and has worked extensively in the financial services field since 1985. Jim has a degree in Economics and Business Administration and is a Registered Representative with Royal Alliance Associates, where he holds the following registrations: NASD Series 24, Series 27, Series 7 and Series 66. Prior to affiliating with Royal Alliance in December of 2006, Jim was the Chief Financial Officer and Director of Operations of Investment Advisors and Consultants, Inc. (IAC), where he had been affiliated since August of 1985. Jim began his career with IAC as a Series 6 Registered Representative and went on to earned his CFP designation in March of 1989 and become licensed as a CPA in March of 1994. Jim and his wife, Erin, have been married since October 1991 and have two daughters, Meghan and Emily, along with two dogs, a Rhodesian Ridgeback and a Great Dane. Jim is passionate about his family and friends and enjoys spending his free time fishing.

 

David Stewart is currently a partner and Executive Vice President with Tax Relief Investments, Inc., with whom he has worked since 1999. He works with individuals, businesses and not-forprofit groups to establish investment plans for retirement and non-retirement assets. He is registered with Royal Alliance Associates, Inc. He has passed the Series 6, 63, and 65 exams and holds a Life and Health Insurance license in numerous states. He received his BS in History at the University of Maryland. Mr. Stewart also proudly served in the United States Marine Corps Reserve.

 

 

 

Securities offered through Royal Alliance Associates, Inc, Member FINRA/SIPC. Advisory services offered through Investment Advisors Asset Management, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.