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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk 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.
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...
Rebecca joined the Fortress Financial team in 2012. She brings many years of experience in client relations and her love of keeping an office organized! Prior to joining Fortress Financial, Rebecca worked as a healthcare provider and...
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, two young children, and their two dogs in the Phoenix area. Away from work, Justin enjoys...
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....