Our Qualifications

Wynn C. Fortner

Clients refer their associates to Wynn for his expertise in developing consultative strategies in Investment Analysis, Financial Strategies, Wealth Accumulation Planning and Retirement Plan creation and execution. With ongoing plan and portfolio monitoring for individuals.

Wynn is known for his strong analytical skills combined with prudent standards of practice in building his clients' wealth and in planning for all possible contingencies. He is well connected in the community, coordinating with other professionals such as attorneys and accountants to protect and increase his clients' wealth. Wynn started in the investment industry in 1993 after completing his academic preparation.

Wynn was awarded his Bachelor of Science Degree in Finance in 1992 from the University of Nebraska at Lincoln. He continues to maintain professional currency through ongoing professional education and is an avid consumer of investment industry-oriented books and periodicals.