The Team

FORTIFY Private Wealth Management

Our Advisors

Edward Michael Poach III

Edward Michael Poach III

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Education

Wheeling Jesuit University, 1996, B.S. Marketing

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Anthony Pol

Anthony Pol

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies

Education

B.A., Business Administration, Washington & Jefferson College, Washington, PA

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Robert Kimble

Robert Kimble

Associate Financial Advisor

More about me...

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Education

B.S., Accounting, Fairmont State College, Fairmont, WV

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Our Staff

Dianne M Gardner

Dianne M Gardner

Operations Director

Chief Operating Officer
Jennifer L Davis

Jennifer L Davis

Marketing Manager

Rebecca L Curry

Rebecca L Curry

Financial Planning Assistant

Juliana Buswell

Juliana Buswell

Client Service Manager

Financial Planning Specialist
Holly Poach

Holly Poach

Receptionist

Client Relationship Manager
Lance Koury

Lance Koury

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