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Meet the Team

Our team remains dedicated to providing the highest quality of service to everyone, whether long-time client or first time caller.

Allen D.  Poe

Allen D. Poe, AIF®, CLU®

Co-Founder & Financial Planner

John M.  Stolar

John M. Stolar, AIF®

Co-Founder & Financial Planner

Ann Banks

Ann Banks

Office Manager

Lauren Metheny

Lauren Metheny

Operations Manager

Isaac T. Stolar

Isaac T. Stolar

Advisor Assistant

Lisa M. Maier

Lisa M. Maier

Client Services Manager

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Our Company

Orion Financial offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Orion Financial can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Orion Financial aims to provide a continued education that will strengthen our working relationship.