Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Financial Planning for Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Awards & recognition

  • Fortress Financial Group, Ameriprise Client Experience Award, 2020-2025
  • Rick T Holewinski, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Fortress Financial Group is proud to be an active part of the Green Bay community:

• Feed My Starving Children — volunteer contributor, Green Bay packing events

•Green Bay West Optimists Club — active member

•Hilly Haven Golf Outing — annual participant and supporter• Habitat for Humanity — team volunteer (see our photo gallery)

We believe that serving our community and serving our clients are expressions of the same commitment.

Our Approach

We’ve helped successful individuals and couples throughout Northeast Wisconsin make confident financial decisions before and during retirement.

Through personalized financial planning, retirement income strategies, and tax planning strategies.

We help simplify life’s most important financial decisions.

Can I retire comfortably?

How do I reduce taxes in retirement?

How do I turn my investments into reliable income?

These are the questions we help our clients answer every day.

Who We Work Best:

  • Individuals and couples age 50+ preparing for or living in retirement
  • Households seeking guidance on retirement income
  • Business owners approaching major financial transitions
  • Individuals building wealth

Our photos

4 albums
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