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(623) 255-5180
20325 North 51st Avenue
Suite 134
Glendale, AZ 85308

Team

At Fortress Financial Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Brett Andrews, CWS®

Financial Consultant

(623) 255-5180

(623) 237-3481

bandrews@1stallied.com

Brett has worked with individuals and businesses managing their assets since 1998. His mission is to help clients reach their goals while managing risk in their total financial situation. Brett’s experience as a portfolio manager from...
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Rebecca Andrews

Operations Director

Rebecca has worked for over 15 years in both business operations and direct client services. She has a versatile background having worked with a Non-profit organization as well as working as an Occupational Therapist in an outpatient...
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Justin S. Lunde, MBA, CRPC

Wealth Advisor

(623) 255-5180

jlunde@1stallied.com

Justin grew up in North Dakota where much of his family still resides today. In 2004, he moved to the valley, and now lives with his wife, infant son, and their three dogs in the Phoenix area. Away from work, Justin enjoys spending...
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