At Fortress Financial Strategies, we believe our teamwork approach brings a broader perspective to all we do and from
this we can work to provide more benefits to our clients.
Investing Principles & Strategies
Retirement Investing & Distribution Strategies
Estate Conservation Issues
Risk & Protection Analysis
Business Retirement & Planning
Protection & Risk Analyst
Protection & Risk Advisors
Client Services Administrator
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?
As our Certified Wealth Manager® and Business Financial Strategist, Brett has over 30 years of expertise to lead Fortress Financial Strategies. His passion for the industry and extensive knowledge in all things financial allows him to offer a comprehensive look into your Investment and Retirement Planning.
In addition, he offers a unique style of Financial Planning that impacts your financial independence to help achieve maximum success!
Brett offers Executive Personal and Business Financial Planning leadership as he oversees the Financial Strategies Team. Achieving the highest level of client services and support is the goal every time!
Rebecca brings a wealth of knowledge to our Financial Strategies Team. Her expertise in helping build Fortress Financial Strategies allows her to support office administrators and client interactions for optimal success.
Her bigger role also extends in leading Fortress Insurance Services as COO and Lead Agent. Rebecca's extensive knowledge in Healthcare and Medicare solutions is second to none. Her attention to detail and desire to build long lasting relationships are her passion!
As part of our Executive Leadership Team, Tara brings a wealth of knowledge in Business Operations and Strategies. With a background that expands into many industry types, she also supports our goal at Fortress to build long lasting relationships.
You will find Tara working behind the scenes as COO of The Fortress Companies and also as an Executive Leader in our Fortress Business Advisory. She currently works with Brett as an Executive Admin in addition to her overarching roles.
Tara is originally from Chicago and has lived in AZ over 30 years. She enjoys traveling with her family and is a huge sports fan!
Sara works as our Client Relations Administrator. Her personality shines through when talking to and greeting our clients. Sara works with our clients to deliver superior customer service and helps with the details of their needs.
Randy is the newest addition to our office! He brings a wealth of knowledge in Marketing Analytics. Randy's expertise in SEO and Marketing Development has been a huge asset to The Fortress Companies!