(from left to right: Lisa Clark, Jeff Shirk, Marie Johnson, John Shirk, Debbie Jordan)
John Shirk, Managing Partner
John graduated from the University of Pennsylvania in 1983 with a degree in Economics and played football at Penn as a member of the 1982 Ivy League championship team. He has been a financial advisor since 1983, working with national firms in Philadelphia and New York City before moving to Ocean City in 1991.
John is a Trustee of the Ocean City Tabernacle, Board President of the Cape-Atlantic chapter of the Fellowship of Christian Athletes, Board President of the Ocean City Theatre Company and an Elder at Coastal Christian Church in Ocean City.
John likes playing softball and racquetball. He also enjoys spending time with his wife, Susan, and children Jason and Gretchen.
Jeff Shirk, Managing Partner
Jeff graduated from the University of Delaware in 1990 with a degree in Finance. He has over 20 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 has presented hundreds of educational seminars to both clients and financial representatives from Maine to New Jersey, including presentations for many local community organizations. He and his brother currently serve clients in over 20 states and have over $250 million in assets under care.
He is a board member of the Cape-Atlantic chapter of the Fellowship of Christian Athletes, a member of the Exchange Club of Ocean City and the Chairman of the Ocean City Halloween Parade. In his free time, Jeff enjoys surfing, running and spending time at the beach with his wife, Jennifer, and daughter, Juliette.
Client Relations Specialists
Lisa Clark, Marie Johnson and Debbie Jordan have combined for over 35 years in the financial services industry and serve our clients well as client relations specialists.