Meet the Team

Chris has worked in Wealth Management for over 10 years. His wife is an OB/GYN at Atrium. After his wife saw some careless recommendations regarding physician disability, Chris focused in on how to serve doctors better.

Chris graduated from Auburn University with a Bachelor's in Finance. He is a licensed life/health insurance agent. Chris also holds FINRA Series 7, 63, and 66 licenses, registered with Fortress Private Ledger.

He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12.

Holli Kohl has worked in the financial industry for over 10 years and currently serves as a Client Service Associate at Fortress. Prior to joining Fortress, Holli worked at Truist (previously BB&T). There she worked closely with high-net-worth families and business owners. She graduated with a degree in History from Appalachian State University in Boone, North Carolina.

In her free time, Holli enjoys spending time with friends and family, playing board games and traveling.

Dallin is passionate about helping others with their insurance and taxes. He recently graduated from BYU-I with a Finance degree and a minor in Financial Planning. He plans to become a comprehensive financial advisor.

He is a licensed Enrolled Agent through the IRS and is pursuing his CFP® designation. He's passed the Series 65 licensing exam.

In his free time, Dallin enjoys making anything in the kitchen (especially cheesecakes) and working on his personal sites.