The company has promoted Joy Delbusso to registered administrative financial planning associate. Delbusso assists in a range of investment and retirement planning services, including personal financial planning assessments and retirement planning fact gathering for small businesses. Brogan Orcutt, firm administrator, manages daily internal business operations; he graduated from Otterbein University with a B.A. in Accounting. Promoting Delbusso and hiring Orcutt are direct results of company growth and expansion.
“Joy was aptly named; she’s been a wonderful asset to the company for nearly five years,” says Greg Orcutt, owner of Orcutt & Company. “In listening to them, she understands our clients’ unique financial goals, and then provides a clear path to achieve them.” Delbusso has spent nearly 10 years in the financial industry, including three and a half years at a leading global financial services firm.
Building a Family Business Offers Unique Opportunities
A recent (May 17, 2017) KPMG website post pointed out several competitive advantages of family businesses: embedding vision and value into the company culture, legacy knowledge and long-time planning.
Orcutt is founder Dick Orcutt’s grandson and current owner Greg Orcutt’s son. Greg Orcutt expresses his pleasure in bringing the third generation onboard. “Brogan understands the importance of personal client relationships and connections, instilled into every employee since my dad started the business nearly 30 years ago.” Orcutt continues, “The firm continues to adapt and grow, in an ever-changing business climate, through diversity and our core values. He embraces both industry challenges and company ideals, and will help take the firm forward.”