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 graduated from the University of Delaware in 1990 with a degree in Finance.  He 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 in 2000.

Jeff has presented hundreds of educational seminars to both clients and financial representatives from Maine to New Jersey including presentations for many local community organizations.  Together with John and Dave, the team currently serves clients in over 20 states and has approximately $400 million in assets under care.

He is a MIssions Board Member for Coastal Christian Church in Ocean City, a member of the Exchange Club of Ocean City and has been Chairman of the Ocean City Halloween Parade since 2001.  He had also served as a board member for the Fellowship of Christian Athletes for over 15 years.  In his free time, Jeff enjoys surfing, running and spending time at the beach with his wife, Jennifer, and daughter, Juliette. 

 

 

     David Allegretto, Financial Advisor

David began his career in the financial services industry in the field of public accounting in 1991.  It was in 1996 that his interest in finance led him to a position with Morgan Stanley where he developed his fundamental investment knowledge.  After eight years with the firm, David left to join Mass Mutual where he expanded his practice adding insurance, estate and business planning to his investment practice.  In 2014, David had the opportunity to join Fortress Financial and work alongside Jeff and John Shirk providing personalized financial advice to individuals and their families.

David grew up in Ocean City 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 the community and currently serves on the board of the Ocean City Chamber of Commerce, as well as his church's Mission Advisory Board.

Like most parents with active children, David and his wife spend a lot of time going to their kids' events.  When he can, he likes to spend time on the beach or in the mountains with his family. 

      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.