FORTIFY Private Wealth Management is an advisory and wealth management team that pledges professional, personalized, high-quality advice to our clients and future generations, helping to provide them with financial confidence and peace of mind.
Our mission is to assist clients in defining and achieve their financial dreams through our wealth management and advisory services.

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Team photo for FORTIFY Private Wealth Management
Team photo for FORTIFY Private Wealth Management

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Our advisors

Advisor photo for Edward Michael Poach

Edward Michael Poach

CFP®, APMA®, CKA®

Private Wealth Advisor

Chief Executive Officer of FORTIFY Private Wealth Management
Learn more about Edward Michael Poach
Advisor photo for Anthony Pol

Anthony Pol

CFP®

Financial Advisor

President of FORTIFY Private Wealth Management
Learn more about Anthony Pol
Advisor photo for Trevor J Fawley

Trevor J Fawley

APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Trevor J Fawley
Advisor photo for Richard Weiss

Richard Weiss

MBA

Financial Advisor

Associate Vice President of FORTIFY Private Wealth Management
Learn more about Richard Weiss
Advisor photo for Anthony Ross

Anthony Ross

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Anthony Ross
Advisor photo for Ralph Freedman

Ralph Freedman

Financial Advisor

Associate Vice President of FORTIFY Private Wealth Management
Learn more about Ralph Freedman
Advisor photo for Bob Hoskin

Bob Hoskin

CFP®, MBA

Financial Advisor

Learn more about Bob Hoskin
Advisor photo for Derek Thomas

Derek Thomas

MSFA, APMA®

Associate Financial Advisor

Learn more about Derek Thomas
Advisor photo for Greg Bumgarner

Greg Bumgarner

Financial Advisor

Learn more about Greg Bumgarner
Advisor photo for James L Dolan Jr

James L Dolan Jr

APMA®

Financial Advisor

Learn more about James L Dolan Jr
Advisor photo for Kara Elledge

Kara Elledge

Financial Advisor

Learn more about Kara Elledge


Our team

Dianne Gardner

Dianne Gardner

Operations Director,

Chief Operating Officer of FORTIFY Private Wealth Management
Jennifer Davis

Jennifer Davis

Marketing Manager

Tammy DiCio

Tammy DiCio

Paraplanner,

Client Service Specialist
Thea Clingenpeel

Thea Clingenpeel

Office Manager

Chetna Mahendru

Chetna Mahendru

Client Service Specialist

Joy Shouldis

Joy Shouldis

Administrative Assistant

Courtney Hall

Courtney Hall

Administrative Assistant

Frank Kimmel

Frank Kimmel

Marketing Consultant

Elizabeth Fisher

Elizabeth Fisher

Client Service Specialist

Christopher Garbrandt

Christopher Garbrandt

Intern

Tyler Muller

Tyler Muller

Intern