Fortress Planning Group

Kevin Sandieson is a financial advisor at Fortress Planning Group with seven years of industry experience. He holds a Series 65 designation and has worked at Fortress Planning Group since 2018. Prior to his advisory role, he was employed at The Master Lock Company from 2014 to 2018. Fortress Planning Group provides holistic financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a four-step consultative process and bases investment decisions on broadly diversified mutual funds and ETFs, guided by academic research and Modern Portfolio Theory.

Jake Perrine is a financial advisor at Fortress Planning Group with Series 63 and 66 licenses and two years of industry experience. Prior to joining Fortress, he worked at Fidelity Investments and Charles Schwab Co., Inc. Outside of finance, he has experience in the food service industry, having worked at Eric's Hand Tossed Pizza & Sub. Fortress Planning Group provides holistic financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm follows a four-step consultative process and employs broadly diversified mutual funds and ETFs, focusing on value and small-cap factors guided by Modern Portfolio Theory.

Catherine Milligan is a financial advisor at Fortress Planning Group with one year of industry experience. She holds a Series 65 designation and previously worked at Kendra Scott for five years. Fortress Planning Group provides holistic financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm uses a four-step consultative process and relies on diversified mutual funds and exchange-traded funds guided by Modern Portfolio Theory principles.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He is currently with Fortress Planning Group, where he has worked since 2022. His prior roles include positions at Northern Trust Company, Waukesha State Bank, Purshe Kaplan Sterling Investments, and Cent, Inc. Fortress Planning Group offers holistic financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a four-step consultative process to develop comprehensive wealth plans. The firm emphasizes diversified portfolios based on academic research and Modern Portfolio Theory, with a focus on value and small-cap factors.

Scott Wellens is a CFP® and holds a Series 65 license, with 14 years of experience in the financial services industry. He has been with Fortress Planning Group since 2011. Fortress Planning Group offers holistic financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm follows a four-step consultative process and constructs diversified portfolios using mutual funds and ETFs, guided by academic research and Modern Portfolio Theory principles.