Our Team
our team
At Your Service
We Believe You Deserve To Have A: Client-Centered, Process-Driven, Truth-Based Financial Guidance, Delivered in a Simple, and Easy To Understand Way
Ramie is a Financial Advisor and Licensed Life Insurance Agent. As a partner at the firm, he was a part of the creation of the Retired and Free system. Ramie works closely with clients in helping them understand the three phases of their financial life and maximize their financial position.
- Hobbies: Going to the movies
- Favorite Sport: Boxing
Financial Advisor and Partner
Ramie Khalil
Pedro is a RICP and Licensed Financial Professional. He is the author of Retired and Free. He has been a Financial Planner for over 13 years and specializes in Retirement planning.
He resides in California with his beautiful family.
- Hobbies: Traveling
- Favorite Quote: Romans 8:28
Founder
Pedro Adao
Megan has been with Fortress Financial Group since 2015. She works closely with our new and current clients. Megan ensures that our clients have an outstanding experience from the very beginning. She supports our advisors so that they can be of best of service.
- Hobbies: Going to Disneyland and spending time with her husband, Nicholas, and daughter, Helena.
Office Manager and Client Services
Megan Muldong
Suzette is a foundational rock of the firm since opening Fortress Financial Group with her husband Pedro. She has planned and coordinated many of our financial workshops throughout the area. Suzette also loves to create wonderful raffle baskets that we give away at our events! She loves to bring joy and fun to our company!
- Hobbies: Cooking
- Favorite Travel Destination: Disneyland
Co-Founder
Suzette Adao
Shelly has been with Fortress Financial group since 2014. She began with planning workshops and managing client services. She worked closely with all of our clients and continues to grow the company by creating efficiencies and systems to help better serve our clients.
- Hobbies: Doing puzzles
- Favorite Movie: Remember The Titans
Operations Manager and Client Specialist
Shelly Khalil
Our Agents
Alex is a Licensed Financial Professional with Fortress Financial and brings 20 years of experience in business coaching and consulting.
He is passionate about helping his clients reach their goals and objectives through comprehensive financial strategies that eliminate risk, create wealth and build a lasting legacy for generations.
Alex also is a servicing agent who helps Fortress Financial Group clients review their accounts.
Alex Resides in Virginia with his Wife Judy and 4 children.
Alex Fanjul
David has been working with Fortress Financial group as a Licensed Financial Professional for one year. David loves talking clients through the concepts and helping them understand where they are and what’s next.
He also helps clients with Medicare and Real Estate.
- Hobbies: Traveling, playing guitar
- Favorite Food: I am a foodie, I maybe haven’t discovered it yet!!
David Swan
Eric is a Licensed Financial Professional with over 9 years of experience. He currently resides in Sacremento, CA specializing in helping individuals and couples that are already in retirement and those that are approaching retirement. Eric has earned a Bachelor’s Degree from U.C. Davis in Economics and received his initial financial training at Morgan Stanley as a Financial Advisor Associate. He continues to be educated on the most up to date financial strategies and education in order to better serve his clients.
Hobbies and Activities: Golf, Tennis, Paddle Boarding, Snowboarding, Traveling, Reading.
Eric Restrepo
Jordon is a Licensed Financial Professional with Fortress Financial who brings a unique blend of experience to the firm and his clients. Before joining Fortress he was responsible for the financial planning and analysis of a leading tech company and served as a licensed CPA.
After quitting his corporate job at the age of 33 to build his own company with his wife, he went on a search for alternative ways to create income and wealth that didn’t require him to trade time for money.
This led him to discover many of the same truths and principles he is now committed to sharing with clients so they too can achieve financial certainty and fulfillment.
After quitting his corporate job at the age of 33 to build his own company with his wife, he went on a search for alternative ways to create income and wealth that didn’t require him to trade time for money.
This led him to discover many of the same truths and principles he is now committed to sharing with clients so they too can achieve financial certainty and fulfillment.
Jordon Richard
Dr. Michelle Keller is no stranger to the world of excellence and performance. She has been a successful doctor and business owner for over 25 years, performing in the top 3% of her profession and understands what it is like to be an entrepreneur and think like one. Her desire to help others succeed in life and business is demonstrated in her passion for transformational teaching. As part of the Fortress Financial team, she loves to deliver experiential workshops utilizing wealth strategies to facilitate the creation of your most valuable asset-you! Whether you are a doctor, or a female business owner, an entrepreneur or want to think like one, Dr. Michelle Keller has the experience and the passion to help you excel in business and create a legacy. From the heart, her biggest satisfaction is caring for you and the ones you love.
She is currently licensed as a financial associate in many states across the nation. She also holds a Doctorate in Chiropractic from Southern California University of Health Sciences, where she is a post graduate and assistant professor, and a bachelor in sports medicine from SUNY at Buffalo, NY.
Dr. Michelle Keller is a staff officer for the US Coast Guard Auxiliary, along with her husband. Together they are a giving power team that enjoys living life to the fullest. She had been an integral part of mission trips abroad as well as active in the community in volunteering with programs for seniors, veterans and doctors.