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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jack D. Gibbs, Jr.

CPA and Wealth Management Advisor

(541) 488-3600

(773) 334-2313

jack@fortress-financial.com

Jack D. Gibbs, Jr, CPA and Wealth Management Advisor, was born and raised in the Chicago area and graduated from the University of Notre Dame with degrees in Accountancy and Sociology. He began his career with Ernst & Whinney (now...
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Kelli Graybill

Administrative Support Manager

(541) 488-3600

(773) 334-2313

kelli@fortress-financial.com

Lebeau Potgieter

Wealth Management Partner

(541) 488-3600

(773) 334-2313

lebeau@fortress-financial.com

Born in Southern Africa, Lebeau spent his formative years in England where he attended Kingston University and graduated with a BA Honors in Business with Law. Lebeau became a licensed financial advisor in 2005, and after building a...

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