The Team

FORTIFY Private Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Edward Michael Poach III

Edward Michael Poach III

Private Wealth Advisor

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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

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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 Sapp

Rebecca L Sapp

Financial Planning Assistant

Dianne Gardner

Dianne Gardner

Operations Director

Chief Operating Officer
Jennifer Davis

Jennifer 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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