MEET THE TEAM
Lorem ipsum dolor sit amet consectetur adipiscing elit dui, volutpat sem magnis curae mi facilisis duis,
Menu
MEET THE TEAM
Lorem ipsum dolor sit amet consectetur adipiscing elit dui, volutpat sem magnis curae mi facilisis duis,
About Fortress Mega, LLC
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We are independent financial advisors. As independent advisors, we are not beholden to a single company with its limited client offerings. Instead we leverage a variety of different company relationships within our practice.
We have a six-year relationship with AAA Washington. Three years ago, we planned and launched the AAA retirement seminar program which we continue to run.
About Fortress Mega, LLC
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We are independent financial advisors. As independent advisors, we are not beholden to a single company with its limited client offerings. Instead we leverage a variety of different company relationships within our practice.
We have a six-year relationship with AAA Washington. Three years ago, we planned and launched the AAA retirement seminar program which we continue to run.
Our Services
I provide financial planning and investment advice to our clients. I offer an “Ala Carte” model for my clients which allows them to use all or just some of my services. For a flat fee, I provide financial modeling, basic tax planning and overall financial planning. I create a written explanation of my thoughts and advice to my clients.
For those who wish us to help implement the investment aspects of their financial plan, I charge a fee on assets under management. I let you choose how you want to work with me and, we always disclose our fees ahead of time.
I abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors. I provide investment advice as an Investment Advisor Representative (IAR).
https://www.cfp.net/about-cfp-board/code-and-standards
https://www.sec.gov/divisions/investment/iaregulation/memoia.htm
Model A:
Model B:
Model C:
If you choose to buy insurance or annuities within any of these models, Jon earns commission under his ownership of Carrol and Associates.
This is intended as general information. The fees are a direct relationship with an advisor and not with AAA Washington.
DISCLAIMER:
Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Fortress Mega, LLC. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training. The information presented is general in nature and should not be considered to be investment, legal, tax, accounting, consulting, or any other professional advice. It is not a solicitation of, or an offer to buy or sell, any securities or advisory services. The purpose of the information presented on this website is to educate and inform. The content is developed from sources believed to be providing accurate information. In all cases, you should consult with a professional familiar with your particular situation for guidance concerning specific financial matters before making any decisions.
COPYRIGHT 2023. FORTRESS MEGA, LLC. ALL RIGHTS RESERVED.
Jon Erickson
“I want to have a relationship with my clients, and I want to like them, not just as a client but as a person, couple or family.”
Jon has a passion for financial planning that started at an early age. As a child navigating a life with a homeless parent and food stamps, he quickly learned the value of money and planning. Jon enjoys building a relationship with his clients while examining how each financial situation is its own puzzle.
Jon primarily focuses on retirees and soon-to-be retirees for retirement planning. However, he has a broad financial services background and strives to be helpful in all phases of financial planning.
Jon is a graduate of Washington State University, a Certified Financial Planner Professional and a Certified Employee Benefits Specialist. He has worked in the Financial Services Industry since 2005.
He has recently had a son and looks forward to getting injuries, just like his partner Rob Thompson, while coaching sports. Jon also enjoys wine, charcuterie, board games, and cooking. You can find him on the couch in Issaquah on Saturdays and Sundays watching the Cougs and Seahawks.
John Erickson
“I want to have a relationship with my clients, and I want to like them, not just as a client but as a person, couple or family.”
Jon has a passion for financial planning that started at an early age. As a child navigating a life with a homeless parent and food stamps, he quickly learned the value of money and planning. Jon enjoys building a relationship with his clients while examining how each financial situation is its own puzzle.
Jon primarily focuses on retirees and soon-to-be retirees for retirement planning. However, he has a broad financial services background and strives to be helpful in all phases of financial planning.
Jon is a graduate of Washington State University, a Certified Financial Planner Professional and a Certified Employee Benefits Specialist. He has worked in the Financial Services Industry since 2005.
He has recently had a son and looks forward to getting injuries, just like his partner Rob Thompson, while coaching sports. Jon also enjoys wine, charcuterie, board games, and cooking. You can find him on the couch in Issaquah on Saturdays and Sundays watching the Cougs and Seahawks.
Rob Thompson
“Tell me when you are going to die, and I will tell you what to buy.”
“Tell me when you are going to die, and I will tell you what to buy.”
Having raised four children, Rob is patient and encouraging. When Rob runs into a wall, he figures out a way to go around it. He has had numerous sports related injuries coaching for his kids and others. Want a great dad joke, just ask him.
Rob primarily focuses on Life Insurance planning for both commercial and personal uses. He has hundreds of partners from property and casualty agencies, health agencies, financial planners and others who refer clients to him for his expertise in this field.
Rob is a graduate of the University of Washington. He is a founding member of Fortress Mega in 2014. Previously, Rob held senior sales roles at Safeco Insurance and Symetra Life where he established his knowledge base and business relationships across the country.
Rob enjoys spending time with family and friends at his lake house. He is also a early adopter of Washington wines and is passionate about multiple wine clubs. He loves taking vacations to a beach or the alps and can talk your ear off about it.
Rob Thompson
Having raised four children, Rob is patient and encouraging. When Rob runs into a wall, he figures out a way to go around it. He has had numerous sports related injuries coaching for his kids and others. Want a great dad joke, just ask him.
Rob primarily focuses on Life Insurance planning for both commercial and personal uses. He has hundreds of partners from property and casualty agencies, health agencies, financial planners and others who refer clients to him for his expertise in this field.
Rob is a graduate of the University of Washington. He is a founding member of Fortress Mega in 2014. Previously, Rob held senior sales roles at Safeco Insurance and Symetra Life where he established his knowledge base and business relationships across the country.
Rob enjoys spending time with family and friends at his lake house. He is also a early adopter of Washington wines and is passionate about multiple wine clubs. He loves taking vacations to a beach or the alps and can talk your ear off about it.
Tim Adkisson
“What I like most about my job is working with agents and clients to solve their problems.”
Early in his career, Tim found the best way to work with clients was to be their expert resource, helping them to understand their options.
Tim is an expert on Disability, Long Term Care and Critical Illness Insurance. Tim also works with over 85 agents from our largest distribution partner not only to help write life insurance but also to train, manage and grow their books of business.
Tim is a graduate of the University of Washington. He started in the insurance industry in 1990, spending 18 years with Safeco Life/Symetra Life Insurance Company in Senior Sales positions. Tim joined Fortress Mega in 2015 and is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter and a Fellow, Life Office Management.
A life-long athlete, Tim enjoys golf, masters swimming, hiking and water sports -and has the scars to prove it! Tim recently moved to downtown Kirkland and is enjoying the urban setting. Tim’s bourbon collection is astounding to his partners.
Tim Adkisson
“What I like most about my job is working with agents and clients to solve their problems.”
Early in his career, Tim found the best way to work with clients was to be their expert resource, helping them to understand their options.
Tim is an expert on Disability, Long Term Care and Critical Illness Insurance. Tim also works with over 85 agents from our largest distribution partner not only to help write life insurance but also to train, manage and grow their books of business.
Tim is a graduate of the University of Washington. He started in the insurance industry in 1990, spending 18 years with Safeco Life/Symetra Life Insurance Company in Senior Sales positions. Tim joined Fortress Mega in 2015 and is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter and a Fellow, Life Office Management.
A life-long athlete, Tim enjoys golf, masters swimming, hiking and water sports -and has the scars to prove it! Tim recently moved to downtown Kirkland and is enjoying the urban setting. Tim’s bourbon collection is astounding to his partners.
LOREEN LEO
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
LOREEN LEO
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
Wendy Wang
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
Wendy Wang
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
Jenny Skay
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
Jenny Skay
Curabitur urna lectus, ultrices eget vestibulum quis, malesuada ac ipsum. Nunc ornare blandit vestibulum. Curabitur pulvinar ullamcorper libero, ac consectetur risus dignissim at. Nunc vitae arcu non nisl rhoncus accumsan eu quis erat. Praesent dictum ex id elit lacinia venenatis. In tincidunt nec libero ut commodo. Sed vel nisl quis orci rutrum bibendum nec id justo.
Nulla purus tortor, ultricies vitae pellentesque vitae, egestas id orci. Vestibulum tempor vitae enim sit amet molestie. Fusce urna orci, sagittis a vulputate sit amet, maximus in nibh. Sed nunc sapien, scelerisque ac semper eu, convallis vitae mauris. Ut id auctor quam. Cras at lorem at arcu hendrerit dignissim. Proin mattis rutrum mollis. Duis eu quam in neque dictum porta eu in nisl. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Praesent laoreet pulvinar pulvinar. Duis facilisis ipsum sed lacus ullamcorper, et maximus ipsum ultrices. Vestibulum at dictum leo.
Sed at vestibulum quam, eget posuere turpis. Integer viverra, nisi sed pellentesque consequat, quam libero vulputate leo, ut accumsan tortor massa eu ex.
Pellentesque aliquam efficitur mi at iaculis. Nulla commodo velit tristique purus commodo, vitae cursus ex iaculis.
