Groups: Advisors

Jacob Petion

Through his financial services practice, Jacob Petion has found a way to bring traditional army values to life in the civilian world. Stationed in Ft. Hood, Texas, Jacob served two

Tom McDermott

Thomas J McDermott has always been driven to challenge himself by taking on difficult tasks and learning how to solve complex problems. From humble beginnings, he was raised in a

Rufus Davenport

Rufus’ interests are working in tandem with clients to build plans of action, allowing them the opportunity and access to strategic objectives that preserve and manage their wealth. Rufus contents

Neal Ochsner

Neal Ochsner has the distinct pleasure of working with high net worth individuals, families and companies. His specialty is advanced insurance, wealth protection and risk management solutions with over 30

Paul Glick

Since Fortis Lux Financial has a holistic and open architectural approach to financial planning, Paul Glick was excited to join the team. As a financial services professional, Paul understands the

Gurdeep Sokey

Gurdeep has been freshly inspired to join the Fortis Lux Team as a Financial Services Professional. As she embarks on the start of a new career, she anticipates working closely

Pedro Batista

Pedro is an experienced financial services professional working with individual families, closely held businesses and professional athletes to secure their financial future. He has been in the field for over

Sarah Sun

Sarah Sun is a senior financial planner with over ten years of experience working closely with people from all walks of life. She is passionate about her goal to empower

Kent Baler

Kent Carleton Baler graduated with honors from Rutgers University in New Brunswick, NJ with a bachelor’s degree in history and psychology. He subsequently attended Loyola University Maryland’s Emerging Leaders Program