Meet the Team
Our Firm
Who We Are
For over 25 years, Dorman Financial Management has been helping individuals implement time-tested strategies to achieve their financial goals.
Jim Dorman
, CPA/PFS, CFP
- Provides Strategic Investment Concepts and Broad Executive Management
- Financial Planning Review and Counsel
- Investment Product Research
- Strategic Life Coaching
- Tax Returns & Tax Planning
President & Senior Wealth Advisor
CPA/PFS, CFP
Chelsea Arb
- Retirement Planning and Projections
- Portfolio Trading and Rebalancing
- Investment Product Research
- Implements Regulatory Compliance Standards
- Client Reporting
Assistant Wealth Advisor
Parul Bhaskar
- Tax Returns & Tax Planning
- Quarterly Accounting
Tax Consultant
Caitlin Mowry
- Marketing & Events Manager
- Build and Maintain Client Relationships
- Meeting Support
- Accounting
- Office Coordinator
Client Relations Associate
Tiffany Rowles
- Account Maintenance & Client Transactions
- Client Services
- Compliance & Regulatory Oversight
- Market Research
Client Service Associate