The Team

FORTIFY Private Wealth Management

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Anthony Pol

Anthony Pol

Financial Advisor

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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

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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

Rebecca L Curry

Rebecca L Curry

Financial Planning Assistant

Dianne M Gardner

Dianne M Gardner

Operations Director

Chief Operating Officer
Jennifer L Davis

Jennifer L Davis

Marketing Manager

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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