Fortress Wealth Advisors, a Nebraska based advisory firm, has added its first two team members since its opening in mid-January. Thomas Kerins and Debra Hendrickson join founders Dana and Curren Webb, whose firm offers advisory services through Arbor Point Advisors, LLC.
Arbor Point Advisors is a joint venture of Securities America and NorthStar Financial Services Group, LLC. The company aims to provide back office management to independent advisory firms in order to keep focus on clients. Arbor Point’s platform provides technology, compliance, and business growth support.
Between them, Mr. Kerins and Ms. Hendrickson manage more than $120 million in client assets, bringing Fortress Wealth Advisor’s total to over $200 million in managed assets.
“Seeing the growth Fortress Wealth has achieved in such a short amount of time is impressive,” commented Curtis Reed, president of Arbor Point Advisors. He continued, “We know today’s financial advisors want to build their practice centered around their own unique value proposition and stay focused on clients. Being able to work with companies like Fortress Wealth highlights the possibilities for advisors seeking independence and partnership help on the regulatory and structural aspects of the business.”
Mr. Kerins is a graduate of the University of California, Davis, the University of Texas, Austin and the College of Financial Planning. He holds the Series 7, 63, and 65 licenses. Ms. Hendrickson is a graduate of the University of Nebraska, Lincoln and holds the Series 7 and 66 licenses.