Erik is the Founder and Wealth Advisor at Fortis Wealth Advisors, bringing extensive experience in asset management for individuals, families, and institutions. His financial career began at Alliance Bernstein in 2005, before joining J.P. Morgan in 2010. Prior to finance, he had a successful career with Coca-Cola Enterprises and Mobil Oil Corporation.

Erik excels in combining exceptional customer service and communication skills with advanced wealth planning to help clients achieve their financial goals. He adopts a comprehensive approach to financial planning, focusing on building strong client relationships and leveraging advanced wealth planning strategies to meet the unique financial needs of his clients.

He graduated from Virginia Polytechnic Institute and State University’s Pamplin College of Business with a B.S. in Finance. He offers a wealth of knowledge in investment services, specializing in estate planning, managing concentrated stock positions, and facilitating the sales of privately held businesses.

Erik lives in Dallas, TX, with his three children and enjoys golf, fishing, skiing, and travel. His dedication to his family and personal interests enriches his life and brings balance to his professional career.

(O) 214.396.0681
(M) 214.831.6630

Ben is a Founder and Wealth Advisor at Fortis Wealth Advisors, with over 35 years of experience in financial services. Previously, he was a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management. He also held Vice President roles at Alex, Brown & Sons, Paine Webber Jackson & Curtis, and Kidder, Peabody & Co.

He specializes in helping high-net-worth families manage their finances with tailored strategies and solutions. Ben is skilled in investment management, estate planning, and lending, providing personalized advice to meet his clients’ goals. His strategic approach to portfolio construction and strong communication skills have earned him a reputation for excellence.

Ben began his career in TV broadcasting after earning a B.S. in Mass Communications from Kansas State University. His diverse background and strong communication skills have been instrumental in building lasting client relationships.

In his free time, he enjoys swimming and woodworking, creating toys and furniture for his 10 grandchildren.

(O) 214.396.0682
(M) 214.831.7290

Shawn is a Founder and Wealth Advisor at Fortis Wealth Advisors, with over 25 years of investment experience. He serves a diverse client base, including high-net-worth individuals, families, corporate executives, small business owners, and institutions.

Shawn and his team develop customized strategies and tailored asset allocations to meet their clients’ needs and investment objectives. They leverage the firm’s intellectual capital and research to build diversified portfolios, including traditional equities, bonds, and alternative investments such as hedge funds, private equity, options, currency, and structured products.

Prior to founding Fortis Wealth Advisors, Shawn most recently served as a Wealth Advisor at J.P. Morgan (2014-2024). His professional experience also includes working as a Vice President at Neuberger Berman before joining J.P. Morgan in 2014 and serving as a Relationship Manager and Bank Officer at JPMorgan Chase Bank from 1999-2001.

He graduated from Texas State University with a B.B.A. and earned an M.B.A. from the University of Dallas. Shawn and his wife, Alison, have two children, Trevor and Lauren. In his free time, he enjoys the outdoors, playing golf, and camping with his family. He is also active in his church.

(O) 214.396.0683
(M) 214.831.6690

Kris is a Founder and the Director of Operations at Fortis Wealth Advisors. He focuses on all day-to-day operations, executing trades, relationship management and investment strategy implementation. Kris is the primary point of contact for clients while addressing account and investment inquiries. With over 20 years of financial services experience, Kris has a passion for the securities markets. His analytical and technical skills, combined with his approach to fully understand client’s priorities, enable him to resolve issues quickly and effectively.

Kris began his career as a Licensed Wealth Manager for Merrill Lynch in 2003 before moving to J.P. Morgan Chase in 2006 where he was a Branch Manager for multiple Dallas locations. In 2013, he transitioned to J.P. Morgan Wealth Management becoming an Investment Associate and Vice President before becoming a Founder of Fortis Wealth Advisors in 2024.

Kris grew up in Texas and graduated from The University of Texas at Dallas with a B.S. in Business Administration. He and his wife, Brittany, live in Caddo Mills with their daughter, Lauren, and son, Brody. In his free time, Kris enjoys fishing, hunting, camping, and traveling with his family.

(O) 214.396.0675
(M) 214.831.6560