Certified Wealth Strategist®
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...
Jr. Analyst/Marketing Associate
Innovative and performance driven, Randy has dedicated his career to building, consulting and scaling start-up companies/small businesses. With over 20 years of financial services experience, Randy has worked for several Fortune...
Client Services Administrator
Sara Hallam is the newest member to our Fortress team, as the client services administrator, Sara works closely with our advisors and clients to offer administrative and operational support. Sara comes to us with a background in...
Executive Assistant/Operations Specialist
Tara Groody joined The Fortress Companies in July of 2021. She has a passion for working with Small Business owners and has a combined 30 years’ experience in Operational and HR Development within multiple industry categories....