Our Team

Fortius Financial traces its origins to the financial crisis of 2008-2009. After decades in the insurance industry, Luis was recruited by a top national broker-dealer and trained in the fundamentals of investments, and started advising throughout one of the most turbulent economic periods in history. As he grew his practice, Luis came to discover his passion for helping individuals and families grow stronger financially. And when he founded his own firm, he named it Fortius Financial, after the Latin word for ‘stronger.’ Our mission continues to be to help you develop your financial strength and use it to reach your goals.

I’m passionate about helping folks solve their financial puzzles. I strive to help people make sense out of investments, structure financial plans, and enhance their decision-making process.

After decades with Fortune 500 firms including at the executive level, I became a financial advisor in 2008 to help people achieve clarity and pursue their financial goals. I founded Fortius Financial LLC in 2014 so that I could move beyond mere portfolio management to focus more on the client and behavioral investment counseling.

I earned my Mathematics degree in 1986 from Pomona College in Claremont, CA, and went on to complete a Graduate Certificate Program at the University of Chicago School of Business in. I firmly believe that one should always continue to invest in oneself and their education, so in September 2020 I completed the CFP™ exam and certification.

Presently, I live in the town of Clinton, NJ with my wife of 40 years. We ardently believe that it is important to pay it forward, and are active in the community and our local church. I am also on the Board of North Hunterdon Rotary. In my free time, I enjoy listening to music, bicycling, chess and surfing.

“Oh, the places you’ll go!”  Davy is our Operations Manager and is on her way to completing her licensing to become a Financial Advisor.  

After graduation from Ramapo College of New Jersey, her love of adventure, nature and the outdoors has taken her on a journey to wonderful places: first, briefly, on a live-a-board SCUBA diving vessel in the Caribbean, then South Florida, then for a few years on the US Virgin Island of St. Croix, then Perth, Western Australia, and lastly, on the Island of Oahu, Honolulu, Hawaii.

As a certified PADI Master SCUBA Diver Trainer (MSDT), she has managed a 300,000-gallon shark tank aquarium (with real sharks, not business folks on TV), dive instruction on an Air Force and Navy installation (Joint Base Pearl Harbor-Hickam, and was Store Manager, Deputy CFO, and HR Manager of Island Divers Hawaii, with 100+ employees.

Along the way, fulfilling her passion both for learning and animals, she has also become a Karen Pryor Academy Certified Training Professional. In addition to taking care of our clients, she is raising her preschool daughter, teaching her Australian Cattle Dog (Blue Heeler) new tricks, and of paying it forward as a volunteer in the community through her church.