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.
Phone: (904) 301-4541
Eileen Ortega is a Founding Partner of Fortress Wealth Planning. She brings more than 25 years of experience in private wealth management to the team.
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.
Phone: (904) 301-4542
Michael Skowfoe is a Founding Partner of Fortress Wealth Planning. With nearly two decades of experience in financial services and building a private wealth management practice, Michael is committed to helping clients pursue their dreams with personalized wealth management solutions. He leads individuals, families and entrepreneurs through a
disciplined planning experience to address estate, cash-flow, philanthropic, business succession planning, tax, investment and risk management strategies.
Phone: (904) 301-4543
Jim Williams is a Founding Partner of Fortress Wealth Planning. He brings nearly 30 years of financial services experience to the team.
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.
Phone: (904) 301-4544
Jay D. Rolfe is a Founding Partner of Fortress Wealth Planning. Jay has more than 30 years of experience in private wealth management working in administration, management, business development and relationship management.
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.
Phone: (904) 301-4538
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.