Meet the Fortune & Williamson Team
Personalized Planning with a Fiduciary Focus
We operate under a fiduciary standard of care, meaning your best interests are always our priority. Forget cookie-cutter solutions, we craft personalized financial plans unique to your needs. Think of us as your financial family, offering constant support and clear communication. We believe in client education, empowering you to understand every step of the process. We don't claim to have all the answers, but we'll leverage our firm's resources or connect you with the right expert to ensure your success.
Team Founders
Richard A. Fortune, LUTCF®
Financial Services Executive, Financial Advisor, Investment Advisor Representative
Justin Williamson, CFP®, ChFC®
Financial Planner, Investment Advisor Representative
Team Leadership
Alec Hardy, CFP®, ChFC®
Financial Planner, Investment Advisor Representative
Alfred Anke, LUTCF®
Financial Services Representative, Investment Advisor Representative
Our Team
Brandon Sheh, MBA
Financial Planner, Investment Advisor Representative
Kellen Hardy, CFP®
CERTIFIED FINANCIAL PLANNER® Professional | Financial Planner | Investment Advisor Representative
Daniel Luntz
Financial Advisor, Investment Advisor Representative
Support Staff
Jani Sawyer
Personal Assistant to Richard A. Fortune & Alfred Anke
Kelsey Perhach
Executive Assistant to: Justin Williamson, CFP® and Alec Hardy, CFP®
Brianna Castiglia
Executive Assistant to: Justin Williamson, CFP® and Alec Hardy, CFP®
Strategic Partners
Wealth Strategies Resources
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Niko Vamvakas
VP, Retirement Planning Solutions
Brian Parmelee, CFP®, CLU®, MBA
VP, Risk Management
Greg Wachter
VP, Risk Management
Beverly Wright
VP, Worksite Benefits
