Standing from left to right: Jeff Shirk, John Shirk and Dave Allegretto

Seated: Marie Johnson, Lisa Clark and Debbie Jordan


     John Shirk, Financial Advisor

John graduated from the University of Pennsylvania in 1983 with a degree in economics. While there, he played varsity football and was privileged to be part of the 1982 Ivy League championship team.

Upon graduation, John began his career as financial advisor and worked with Smith Barney in Philadelphia as well as Dean Witter in New York City.  In 1992, he opened his own financial practice in Ocean City, New Jersey.

John serves as an elder at Coastal Christian Church in Ocean City. He enjoys hosting and leading a weekly men's Bible study, running on the boardwalk as well as playing competitive softball.  John and his wife Susan, have two great children, Jason and Gretchen. John credits all of his blessings in life to God.



     Jeff Shirk, Financial Advisor

Jeff has over 25 years of investment industry experience, having been a Regional Vice President for a mutual fund company in Boston before moving to Ocean City to assist clients as a financial advisor.

 Jeff graduated from the University of Delaware in 1990 with a degree in Finance and has been very active in the Ocean City community.He serves on the board of the Cape-Atlantic chapter of the Fellowship of Christian Athletes, is a member of the Exchange Club of Ocean City and has been the Chairman of the Ocean City Halloween parade for the past 15 years. 



     David Allegretto, Financial Advisor

David began his career as a Financial Advisor with Morgan Stanley, where he developed his fundamental investment knowledge. He then worked with Mass Mutual to develop a comprehensive approach to planning. David Joined Fortress Financial in 2014 to take a team approach in providing personalized financial advice for individuals and families.

Dave grew up in the area and attended Rowan University where he graduated in 1990 with a degree in Accounting. David's love for the community is obvious as he moved back to the area after college to start his practice and raise his family. David is active in many community organizations including the Ocean City Chamber of Commerce, Ocean City Education Foundation and the youth sports program. 

      Client Relations Specialists

Lisa Clark got her undergraduate degree from The Pennsylvania State University and her master’s degree from Mount Saint Mary’s College.  Prior to moving to South Jersey, she worked at Alliance Fund Services, The Syracuse Crunch hockey team and the New York Times.  She has been working with John and Jeff Shirk since 2001. Lisa is the president and co-founder of a local  non-profit pet food bank, Kibble Cupboard.  In addition to volunteering she enjoys traveling, and spending time with her husband, Tom, and four pets.

Marie Johnson is a lifelong area resident. Prior to joining the Shirk team in 2001, she worked for HMW, Inc as a retail store manager and Allstate Insurance. Marie and her husband, Norm, have three children and four grandchildren. She enjoys serving at her church, as well as gardening, traveling, decorating, cooking and spending time with her family


Debbie Jordan attended Edward Williams College in Hackensack, NJ.  Her career began in banking where she was Branch Manager with Hudson City Savings. Later, she and her husband Fran, moved to South Jersey. She was employed by Harrah’s Marina Hotel and Casino as Benefit Administrator. While raising her son Tom, she managed a local gift shoppe in Hammonton.  Now residing in Ocean City, Debbie enjoys baking, cooking, gardening and spending time with her family.