- Our Team
- Our History
- Our Mission
- Our Vision
- Our Attributes
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Who We Are
Our Team
Chris Stolte CFP®,AIF®,ChFC®,CLU®
Owner
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Chris Stolte is a CERTIFIED FINANCIAL PLANNER™ and sits on the board of the Financial Planning Association (FPA), Austin chapter, and is a member of the Estate Planning Council of Central Texas. He earned a Bachelor’s of Business Administration in Information Systems from the University of Texas at San Antonio in his early years. After a working in IT for a while, Chris wanted a career where he could do what he loves full time—help people.
He is currently building a business and a family in Austin, TX with his wife. His hobbies include cycling and mountain biking, exploring various culinary options both at home and from the local restaurants and generally enjoying the outdoor lifestyle of an Austinite.
Designations
CFP®,AIF®,ChFC®,CLU®
Registrations and Insurance Licenses
Series 6, 7, 63 held through IFP Securities, LLC
Series 65 held through IFP
Texas: Life, Accident, Health and HMO Insurance License
Bill Hamm CFA®, CFP®, CLU®
CEO, Independent Financial Partners
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Bill started Independent Financial Partners in 2000 to provide a better experience for advisors and their clients. Today, he provides unique industry insights and advice to Fortus when needed.
Mr. Hamm is not affiliated with Fortus.
Designations
CFA®, CFP®, CLU®
Aaron Gilman CFA®, CFP®
President, IFP Wealth Management
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Aaron serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Wealth Management. He partners with Fortus to conduct analytical research, review all investment types and analyze, manage, and construct portfolios for clients.
Mr. Gilman is not affiliated with Fortus.
Designations
CFA®, CFP®
Registrations and Insurance Licenses
Series 7, 24 held through LPL Financial
Series 66 held through both LPL Financial and IFP
Florida 2-15: Life, Health and Variable Annuity Insurance License
Who We Are
Our History
For nearly a decade the idea of Fortus has been to be a modern financial planning firm dedicated to our client’s success, while practicing the highest standards.
As the founder of the firm, I came into this business after years of being a client myself. I was grateful for the guidance my advisor gave me at the early age of 19 to begin preparing for my future. It was the simple act of taking that first step that has changed my life dramatically.
I grew up with two blue collar parents who along with the parents of a few close friends thankfully set the expectation of me completing a college degree. The only downside was I had no idea what I truly wanted to do. Luckily, I again had some help from a friend’s dad who introduced me to a gentlemen who was an owner of a software company. I went to work as a computer systems engineer at 18 and worked my way through college, graduating with a degree in information systems. Long story short, I spent 13 years in the IT field before concluding it really wasn’t what I wanted to do with the rest of my life. I worked for a great company, with some great people, but didn’t feel like I was really making a difference.
The solution, do something where I could see the impact on those I serve. Since it had made such a difference in my life, I decided I would enter the financial planning business. I strive to make the same positive impact on my client’s lives as I’ve been able to enjoy for myself and my family.
Who We Are
Our Mission
Fortus empowers clients with the knowledge and insight to make informed and educated decisions about their financial future and well being. Through the IAmMyFirstClient™ approach and a deep contextual understanding of life and financial needs, clients are better positioned to maximize their probability of reaching their goals.
Who We Are
Our Vision
Delivering holistic and transparent financial value.
Who We Are
Our Attributes
Analytical
Craftsmanship
Opportunity
Empathetic
Contextual
Pedagogical
Innovation
Stewardship
Collaborative
Fulfilment