Peak Performers | Tools, Strategies & Psychology To Get Things Done

Keith Michelfelder Responsibilities   Keith is the liaison between the broker dealer -RIA network and Fortress Brokerage Solutions. In addition, Keith designs individual and corporate advanced planning solutions. Experience Keith spent over 20 years in the securities industry where he assisted high net worth private clients by offering a diverse investment suite as well as advanced planning. His prior experience in the securities industry provides a unique perspective on how to create and implement plans for maximum impact.   Education and Personal Keith attended to college at Allegheny College, where he received his BA in History. His hobbies include charity work and hiking with his two rescue dogs.     Ashleigh P. Baratta   Responsibilities Ashleigh Baratta has several responsibilities at Fortress Brokerage Solutions.  Her duties include identifying and hiring quality professional agents, servicing case development and case design needs, corporate agent marketing, as well as improving and maintaining the Fo