FORT WEALTH MANAGEMENT - Key Persons

Job Titles:

• ADVISOR
• CONSULTANT
• ADVISOR CONSULTANT, CFP®
• Member of Our Financial Planning Team

Dan is a member of our financial planning team and provides advanced planning strategies, investment analysis, and financial consulting to our valued clients. He brings valuable leadership and financial services experience to our team and he holds the CFP® certification.

Job Titles:

• ADVISOR
• CONSULTANT
• ADVISOR CONSULTANT, CFP®
• Member of Our Financial Planning Team

Jensen is a member of our financial planning team and provides advanced planning strategies, investment analysis, and financial consulting to our valued clients. He brings valuable leadership and financial services experience to our team.

Job Titles:

• Certified Financial Planner
• FOUNDER & PRESIDENT, CFP®, ChFC®, RICP®, MSFS

As the Founder and President of Fort Wealth Management and Fort Advisors, Justin takes pride in the good work his company does for clients, families and the community. His passion is "Helping Good People Do Good Things Better!" The principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence are core to him and his company's culture. Unlike financial professionals who take a limited approach to retirement planning, Justin is trained in practical, comprehensive, and current retirement income techniques. Justin educates his clients and the community through informative workshops and seminars each month. Justin is a Certified Financial Planner ™ CFP®, Chartered Financial Consultant ChFC®, and Retirement Income Certified Professional® (RICP®). With over a decade of experience as a licensed financial professional, Justin is proficient in the new and evolving retirement income planning field. Justin is an Investment Advisor Representative and holds a Life and Health Insurance License in The State of Texas. As a member of Ed Slott's Elite IRA Advisor Group, Justin trains with Ed Slott and his team of IRA Experts on a continuous basis. Elite IRA Advisor Group members must pass a background check, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams. Justin is immediately notified of changes to the tax code and updates on retirement planning, to better protect your retirement dollars from unnecessary taxes, fees and risk. Justin received an undergraduate degree in finance from the prestigious McCombs School of Business at the University of Texas at Austin. Justin also holds a master's degree in Financial Services from the American College at Bryn Mawr, Pennsylvania. In his spare time, Justin enjoys swimming, traveling, reading, working and most of all spending time with his family and friends.

Job Titles:

• CLIENT SERVICE SPECIALIST

Melissa joins the Fort Wealth Management team as a Client Service Specialist. Melissa's true passion is helping people and building strong relationships with her team and the clients she serves. As Client Service Specialist, she handles the day-to-day operations from overseeing internal operations, processing, servicing, and working one-on-one with current and new clients. She offers professionalism and personal commitment to each client and team member and strives to provide superior service. She brings a high attention to detail, excellent rapport-building skills and always a smile, vitality, and energy to each day. Prior to joining Fort Wealth, Melissa has worked in operations across multiple sectors including financial services, hospitality, and pharmaceutical sales. She has a BBA in Finance from Stephen F. Austin State University. Originally from Louisiana, Melissa has been a resident of Central Texas for almost 25 years. She currently resides in Cedar Park with her husband Charlie, and their three dogs, Oliver, Frankie, and Daisy. She enjoys cooking, reading, and volunteering in her community.

Job Titles:

• FINANCIAL PLANNING DIRECTOR, CFA®, CFP®

Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients' financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.

Job Titles:

• Investment Advisor
• Representative
• FINANCIAL PLANNER & WEALTH MANAGER

Quinc is an Investment Advisor Representative and has a life and health insurance license with the state of Texas.

Job Titles:

• FINANCIAL PLANNER & WEALTH MANAGER

Sam has assisted his clients to plan and enjoy their fulfilling retirements since 1996. He is committed to effectively reducing multiple types of risk that his client's portfolios will encounter during retirement. He strives to provide his clients with an increased sense of security and peace of mind so that they can feel more confident that they a plan to never run out of money. He has now served some families over three generations. One of his highest honors is when the "next generation" of a family chooses to him as their advisor. Sam has taught Retirement Income Planning classes at Texas Christian University, Tarrant County College and Hill College. He has received tax and retirement planning training from industry leaders such as Ed Slott and Tom Hegna. Sam holds a Series 65 Securities License and is an Investment Advisor Representative and as a fiduciary, he is required to always put the best interest of his client first. Sam also holds a Life and Health Insurance License in The State of Texas. Sam received his undergraduate degree from Furman University in Greenville, S.C. He also received a Masters degree from Southwestern Seminary in Fort Worth, TX. Sam serves as a Board member of Student Discipleship Ministries headquartered in Burleson, TX. Sam and his wife, Julie have been married for 41 years. They enjoy spending time with their four children and seven grandchildren in Texas, Arkansas and California. They have five grandsons and two granddaughters ranging in age from 2 years old to 19 years old.

Job Titles:

• CHIEF INVESTMENT OFFICER, CFA®, CFP®, AIF®

Steve Jr. is the driving force behind the development and innovation of our investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.

Job Titles:

• VICE PRESIDENT
• Vice President of Client Relations
• VICE PRESIDENT of CLIENT RELATIONS, RICP®

As Vice President of Client Relations, Tatiana believes that money and finance should not be something feared but rather understood and embraced. Using her passion, she helps people visualize and realize their financial dreams and goals. She works hard to ensure that every client and prospective client served has a positive experience and receives five-star treatment from beginning to end. Tatiana is a primary point of contact for all client communications and advisor meetings. She strives to expand the company's brand, loyalty, and affinity with clients as well as the surrounding community. Tatiana is also responsible for all Fort Wealth Management events. She works hard to meticulously manage details, logistics, materials, and overall experience of each event, for the benefit of all attendees. She researches topics, venues, and analyzes data and feedback to identify opportunities for improvement and continued interest. Prior to joining Fort Wealth, Tatiana was a Consultant for a top 10 national insurance brokerage firm. Tatiana earned her B.S. in Finance from Stonehill College in Easton, Massachusetts. Tatiana currently resides in Georgetown, Texas with her husband Seamus, and their dog, Texas. She enjoys traveling, reading, and any occasion that brings her family and friends together.