Broker Check

Home > Business Advice

Business Advice

Your Business Is Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Fortress Financial Strategies can help you address the most common financial topics for business owners.

Succession and Exit Planning
Capital structure
401k and Benefits Planning for Employees Payroll
Buy-Sell Agreements and Funding
Personal Financial planning for owners
Risk management
Retirement planning
Tax management
Estate/legacy planning
Key person planning Personal
Financial planning for employees

Exit Planning

Exit Planning

We create strategies that are tailored to your needs and goals.

Learn more
Qualified Plans

Qualified Plans

Years of experience have prepared us to guide you through your life transitions.

Learn more
Non-Qualified Plans

Non-Qualified Plans

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Value Building

Value Building

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more