Meet the Team
Fortress is a forward-thinking, independent, fee-only registered investment advisory firm. We are fiduciaries, which means we put your interests first, foremost and always. We wouldn’t have it any other way.
Our experienced team has 125+ years of combined investment experience, and includes Certified Financial Planner (CFP®) professionals, independent investment adviser representatives, and independent, licensed insurance brokers.
founder and managing member
Adam is a third-generation investor who lives in Tucson, Arizona. He began investing, if only on paper, in fifth grade home economics class. Later, he transformed his investment portfolio into an income producing machine and used the dividends to become debt free. Adam attended the University of North Carolina. His professional career balanced insurance, investing, and financial planning, all through the tempered lens of a fiduciary
He established Fortress Investment Advisors in 2000 with a firm commitment to help clients secure their financial objectives. Adam carries out his responsibilities with the utmost degree of honesty, loyalty and integrity.
Adam lives in Tucson with his wife, Kristen, and their four children, Abigail, Asher, Ava, and Alexander. He enjoys working out, yoga, and surfing.
Partner and cfp®
Ken's financial service experience spans over thirty years and includes investment management, financial planning, trust administration, and charitable gift planning. Ken combines this experience with his dedication to service, as he helps meet the unique needs of the higher wealth clients and families of Fortress. Ken is a partner of Fortress, as well as a member of the Investment Committee.
Ken is a graduate of Northwood University in Midland, Michigan and has been a Certified Financial Planner® since 1984. Ken and his wife Joanne like to relax by cooking, reading, and listening to music. They both enjoy visits with their five children and several grandchildren.
David is a founding and charter member of the Charlotte, North Carolina chapter of the America Association of Individual Investors. He has been a lifelong value investor who specializes in researching and purchasing quality investments.
Before embarking on his career in financial services David was a tenured professor of English at the University of North Carolina at Charlotte, including a semester at sea with Nelson Mandela. After a successful thirty year career in academia, David decided to fulfill a dream of sharing his investment philosophy, financial planning strategies and personal financial success with others. Capitalizing on his academic background, David is adept at educating his clients on the fundamentals of planning and investment. His wit, humor and insights have helped clients define and achieve their goals.
David and his wife, Phoebe, enjoy traveling and spending time with friends and family.
Theresa Morrison, CFP®
Theresa is a founder and entrepreneur with 30+ years experience in start-ups, merchant banking, project finance, and wealth management. She applies her deep financial expertise, international experience, and founder background to address complexities and challenges faced by business owners.
An Arizona alumna in quant-economics, Theresa ventured to South Africa and joined a start-up merchant bank which grew to a ‘top 250’ globally. As a second career, she founded a wine import/distribution business, returning to the US in 2001. For her third act, Theresa combines her expertise at Fortress. She is also a member of the Investment Committee.
Theresa divides her time between Washington, D.C. and Tucson, and is active in several charitable organizations. She and her husband John enjoy wine, food, art, architecture, and hiking the Catalinas.
Nick is focused on coordinating team of skilled tax, law and financial professionals to provide comprehensive service in order to solve clients most demanding financials problems in the Phoenix metro area. He has a Master of Science in Finance after graduating from the University of Arizona in 2015. Following graduation, Nick spent two years in the Wells Fargo Commercial Banking group specializing in commercial lending to companies.
Client Support Specialist
Deborah Jones, hails from the windy city of Chicago where she’s the only girl out of four boys in her family. She is living in Tucson to take a hiatus from the harsh Midwest winters to spend quality time with her two children William and Ashley that have taken residency in Tucson. The southwest is no stranger to her as she has lived in New Mexico not long ago where she raised her family
She graduates from the University of Phoenix with a Bachelors of Science Degree in Management and an Associates in Legal Assistant Studies from Central New Mexico Community College. Deborah also a Navy veteran where she served for 8 years.
Deborah comes to our firm with over 15 years of experience in the financial services industry specializing in team building, organizational management, operations and compliance. She holds Life and Health insurance licenses.