The Fortress Wealth Planning team has worked together collaboratively for more than a decade and is comprised of experienced financial service professionals with a diverse set of strengths and specialties. We share the commitment and passion to upholding the principles of hard work and integrity. We believe that having a well thought-out and managed financial plan is paramount to a client’s long-term financial success. With this in mind, and the need within the marketplace, we were driven to launch a practice that helps us to deliver this experience to our clients.
Fortress Wealth Planning
Eileen specializes in working with individuals and families to establish, modify and administer their financial and estate plans, creating a blueprint for their long-term personal and legacy goals.
Jim provides clients with goal-based investment advice, which requires a full understanding of multi-generational financial planning and a focus on risk management. His consultative approach helps identify any gaps between risk needs and risk preferences. Jim takes pride in helping families truly understand what a disciplined investment strategy can achieve as it relates to their most important goals.
Jay is passionate about helping individuals, families and business owners formulate, implement and manage short- and long-term financial plans and strategies that help them achieve their financial and wealth transfer goals and objectives.
Craig Callahan joins Fortress Wealth Planning as a Private Wealth Advisor. Prior to this, he was an Independent Advisor under LPL Financial.
Craig attended the University of North Carolina at Wilmington, in 2003 earning his Bachelor of Science degree in Business Administration – Finance. As a scholarship athlete, he enjoyed a successful basketball career as a UNCW Seahawk.
Upon Graduation from UNCW, Craig played professional basketball for 14 years, in 5 countries throughout Europe. He and his wife, Lauren, had two children during their time abroad. Their son, Cael, was born in Bremerhaven, Germany; and daughter, Chloe, in Verona, Italy.
Josh Ali is an Investment Strategist with Fortress Wealth Planning, where he assists in providing the firm’s investment strategy and solutions to meet the specific objectives of our clients. Josh takes a goals first approach to building portfolios, learning what’s important to families and building a strategy to best help them succeed.
Timothy Woods is the General Counsel at HighTower. Mr. Woods’ robust expertise in both SEC and FINRA compliance, regulatory issues and enforcement, surveillance and review, legal policy and external counsel coordination is crucial to HighTower’s success as a firm that adheres to the highest industry standards. His nearly 20 years of experience as a financial services attorney and executive-level compliance professional have given him the ability to work collaboratively and effectively within all organization levels.
Prior to joining HighTower, Mr. Woods served as the Chief Compliance Officer and Corporate Counsel for Navigant Consulting. Mr. Woods has held several leadership positions, including Vice President - Senior Compliance Officer, Risk Officer and Associate General Counsel at ABN AMRO Asset Management, as well as Compliance Officer and Risk Review Manager at Key Bank/McDonald Investments.
A member of the Ohio and Illinois Bars, Mr. Woods earned his Juris Doctorate and Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree in pre-law/economics from Michigan State University. He holds the Series 7, 9, 10, 14, 24, 27, 31, 53, 66, 79 and 99 FINRA registrations.
Mr. Harris holds the FINRA Series 7 and 66 securities licenses and Chartered Market Technician (CMT) designation. Mr. Harris played intercollegiate soccer for both University Nevada‐Las Vegas and San Francisco State University, and graduated from San Francisco State University with a BS degree in Finance.
Mr. Healy holds a BS/MBA degree, with honors, in financial analysis and corporate finance from the Jacobs School of Management at the State University of New York at Buffalo. He is a Certified Investments Management Analyst and a level two candidate for the Chartered Alternative Investment Analyst designation. He holds FINRA Series 7,66 & 31 licenses.
Leslie Knotts is HighTower’s Head of Platform Adoption. With knowledge in project management, process re-engineering, business management and strategy, Leslie brings over 15 years of experience to HighTower. Prior to joining HighTower, Leslie was a Financial Analyst at Goldman Sachs and a Vice President at Morgan Stanley.
Leslie leads HighTower’s enterprise strategy for Platform Adoption, to optimize utilization of HighTower technology by the Firm’s advisors. Leslie’s areas of focus include supporting operational efficiency, growth and measuring advisor satisfaction with our platform.
Leslie earned her Baccalaureate of Arts in Economics and Political Science from Bryn Mawr College. She’s completed postgraduate programs in finance & accounting and finance & strategy at the University of Pennsylvania, Wharton School and University of Oxford, Said Business School respectively. Leslie has a MSc in Economic History from the London School of Economics and Political Science and her MBA from the University of Oxford, Said Business School.
Leslie volunteers as an active alumna, supporting recruiting activities at the University of Oxford, Said Business School. She has served as Treasurer of Bryn Mawr’s Alumnae Association Executive Board and is currently on the President’s Advisory Council at Bryn Mawr College.
Sarah joined HighTower in 2015 with over 17 years of successful experience providing fiscal, strategic and operations leadership to business owners and executives. Prior to joining our team, Sarah was a Managing Director of National Capital Companies and President and Managing Partner of SpeedShift Ventures.
Sarah has earned her reputation as a detail-oriented executive leader who can synthesize complex business challenges to uncover solutions and opportunities for entrepreneurs. Sarah guides clients through a multi-faceted planning process designed to optimize both financial and business goals for business transition. Sarah provides options available to business owners, empowering them to pursue the maximum net value of their life’s work.
Sarah holds a Bachelor of Science degree in Management Science and Statistics with specialization in Decision Information Systems from the University of Maryland. She’s also completed courses in Executive Management and Innovation Management Program from University of Maryland’s A. James Clark School of Engineering and Robert H. Smith School of Business.
Sarah and her husband Hamid, welcomed their first child into the world in July 2015 and they happily reside in Bethesda. Sarah has a passion for helping entrepreneurs and enjoys being active in the DMV's startup community. In her free time, she enjoys traveling and spending quality time with friends and family.