A Team of Trusted Advisors & Dedicated Service Professionals

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

Partner

Eileen E. Ortega, CTFA

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.  
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Partner

Michael G. Skowfoe

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.   
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Partner

Jim M. Williams, CFA®

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. 

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Partner

Jay D. Rolfe, CTFA

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. 

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Investment Strategist

Joshua Ali, CFA®

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.
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Our HighTower Strategic Partners

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Matthew D. Harris CMT®

Matthew D. Harris CMT®

Head of Consulting

Global Investment Solutions, HighTower

Matt Harris brings over 7 years of investment analysis and capital market experience to HighTower.  His current focus is capital market analysis, manager search and selection, and intellectual property creation.  Prior to joining HighTower, he worked as a Financial Advisor with a Senior Institutional Consulting wealth management team, which subsequently left Morgan Stanley in the fall of 2008 to join HighTower.  His work within the wealth management team focused on investment analysis, portfolio construction, and asset allocation.
 
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. 
Colin Healy

Colin Healy

Head of Business Development

Global Investment Solutions, HighTower

Colin Healy brings more than 10 years of wealth management and consulting experience to HighTower. Prior to joining Global Investment Solutions, Mr. Healy was a Managing Director and Partner at HighTower with Lyon Wealth Management in San Francisco, CA. Before joining HighTower he spent 7 years at Morgan Stanley as a Senior Consultant and Financial Advisor in the Global Wealth Management division.  

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. 
Sarah Djamshidi

Sarah Djamshidi

Executive Director

CEO 2.0 Business Services, VWG Wealth Management

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.