Along with being Rich Jordan’s thoughtful and compassionate wife, Karen is the Office Manager and CFO for Fortress Estate Solutions. Karen has her degree in Accounting from Oklahoma State University in Stillwater, OK.  Her work resume includes tenures with Arthur Anderson (2 years), Guest CPA as their Tax Accountant (2 years), and Intuit (17 years). 

When asked where she would love to have been born (other than her home state of KS), she said, “Hawaii.  For the most part, the islands don’t experience the extreme hot or cold of other states and are surrounded by beautiful ocean.”  (By the way, her favorite vacation spot?  Anywhere near an ocean.)  

In high school, the one lesson Karen is most grateful for learning is that to succeed in this life, she had to work at it, even if she worked alone, and never give up.  After high school, Karen put herself through college as her parents did not have the resources to assist her.  And she passed this same heart and ethic to her children.

As far as extracurricular engagements, Karen is involved with helping women at all levels and ages.  She was President of Women’s Aglow, a Christian women’s organization, for seven years.  Currently, she is on the board of Stronger Women, a charity that provides education for women personally and professionally enabling them to heal from domestic and emotional abuse and live a life of freedom and influence.

Hobbies?  Glad you asked!  She loves fishing (of course… WATER!), reading, and spending precious time with her grandchildren.  

Her favorite quote? “I can do all things through Christ who strengthens me”.

Together, Rich and Karen share 4 children, 7 grandchildren, and 2 adorable Pugs.

Linda came to Fortress after 8 years with another RIA firm in Texas as their Client Service Representative.  Now, with Fortress, she fills the role of Marketing Director.  Throughout her career, the one passion that surfaces time after time is her unstoppable creativity and desire to help others achieve their dreams.  Whether in marketing or client service, she always goes the extra mile to ensure the most accurate and enduring results.

When we asked Linda the most valuable lesson she’s learned in corporate America, she shared her favorite personal motto which is: “Friendship with oneself is most important, for without it, one cannot be friends with anyone else.” – Eleanor Roosevelt. “When we see and accept our own intrinsic value, our giftings and our place in this world, we approach the people around us as valuable and having something worthwhile to bring to the table,” she continued.  “When we treat ourselves and them with respect, we are able to see and receive the best we all have to offer.” 

She and her husband, Gary, have two sons, two gorgeous daughters-in-love and four of the smartest, most talented grandloves in the universe.  And they all dote on the most beloved member of the family, Milo, the Maltese. 

As a wealth advisor, Richard approaches his investment strategies for clients the same way he manages his own finances and family plan. He utilizes proven mathematical formulas that increase his clients’ portfolios to meet their desire for retirement, estate planning, charitable gifting, needed tax strategies and wealth transfer considerations for the long term.

With more than 20 years of professional experience as President and Chief Investment Strategies Officer with Fortress Estate Solutions, and serving many long-standing clients, Richard works with successful families to gain an understanding of what matters to them: their unique goals, needs and concerns, and then strategically helps them create and execute a customized financial plan that provides the fortified security and peace of mind they seek.

Richard cares deeply about assisting clients throughout their working life and retirement relaunch. He believes the old Proverb: “Good people leave an inheritance to their grandchildren (not just children), and the world’s wealth passes to the prudent.”

Nothing is more rewarding to Richard than the satisfaction of helping his clients (who are more like family) achieve their objectives in educating their children, providing for their chosen charities and relaxing into a comfortably sustained retirement. Richard graduated from St. Louis University with a B.A. in Pre Med/ Honors. His post graduate coursework was in Business, Management, Accounting, Economics, Computer Programming and Leadership.

Currently, Richard serves on the Chairman of the Board of Directors for the 501c3 charity Leadership Vistas International Ministries and formerly served on the Board of Directors of The Barnabas Group of DFW.

Richard and his wife, Karen, live in Prosper, TX and enjoy traveling, fishing, supporting their charitable heartbeats, and playing with their ever-growing grandchildren and two adorable pugs.

Along with being Rich Jordan’s thoughtful and compassionate wife, Karen is the Office Manager and CFO for Fortress Estate Solutions. Karen has her degree in Accounting from Oklahoma State University in Stillwater, OK.  Her work resume includes tenures with Arthur Anderson (2 years), Guest CPA as their Tax Accountant (2 years), and Intuit (17 years). 

When asked where she would love to have been born (other than her home state of KS), she said, “Hawaii.  For the most part, the islands don’t experience the extreme hot or cold of other states and are surrounded by beautiful ocean.”  (By the way, her favorite vacation spot?  Anywhere near an ocean.)  

In high school, the one lesson Karen is most grateful for learning is that to succeed in this life, she had to work at it, even if she worked alone, and never give up.  After high school, Karen put herself through college as her parents did not have the resources to assist her.  And she passed this same heart and ethic to her children.

As far as extracurricular engagements, Karen is involved with helping women at all levels and ages.  She was President of Women’s Aglow, a Christian women’s organization, for seven years.  Currently, she is on the board of Stronger Women, a charity that provides education for women personally and professionally enabling them to heal from domestic and emotional abuse and live a life of freedom and influence.

Hobbies?  Glad you asked!  She loves fishing (of course… WATER!), reading, and spending precious time with her grandchildren.  

Her favorite quote? “I can do all things through Christ who strengthens me”.

Together, Rich and Karen share 4 children, 7 grandchildren, and 2 adorable Pugs.

Karen Kalm, known to us as “Kay”, has been with Fortress Estate Solutions for 4 years as the Administrative Solutions team lead.  She came to us as a referral from a close friend and has proven to be an irreplaceable asset to the team.  As the face of Fortress, Kay’s number one love is to champion the incorporation of prospects into the FES family.  “When clients or prospects enter our firm, I want them to know they are seen as more than a business prospect, or a name on a list.  They are seen, received, and treated as family”, Kay said.

Kay’s job experience began as a flight attendant with Delta Airlines, with whom she worked for more than 26 years.  After Delta, Kay worked with Countrywide and BNC Mortgage Companies as their account executive followed by 6 years with VRM.  All of these vested tenures were the perfect training ground for what Fortress needs in the way of client care and customer service, as well as creating organizational and situational solutions out of chaos. Her expertise in all-things-organizational and administrative is what keeps the Fortress family moving toward greater inclusion and communication across all of the families served.

You can imagine that with all the flights via the Delta carriers, Kay has seen much of the world.  Her favorite place to visit is anywhere she can find mountains and beaches (if the two are together, that’s even better!).  Even with her extensive travel in Europe, she still loves exploring new countries and enjoying new cultures.  And her bucket list?  Having had her palate ignited, she says the list is too long to itemize. 

Kay was born in Monroe, LA and moved to Texas in 1983.  Kay has two wonderful children, Andrea and Brandon, three precious grandchildren and a grand-puppy named Oliver, “Ollie” who, she says, “is the smartest one of the bunch”.

Her favorite quote is by Jordan Peterson, “Assume that the person you are listening to might know something you don’t”.

Linda came to Fortress after 8 years with another RIA firm in Texas as their Client Service Representative.  Now, with Fortress, she fills the role of Marketing Director.  Throughout her career, the one passion that surfaces time after time is her unstoppable creativity and desire to help others achieve their dreams.  Whether in marketing or client service, she always goes the extra mile to ensure the most accurate and enduring results.

When we asked Linda the most valuable lesson she’s learned in corporate America, she shared her favorite personal motto which is: “Friendship with oneself is most important, for without it, one cannot be friends with anyone else.” – Eleanor Roosevelt. “When we see and accept our own intrinsic value, our giftings and our place in this world, we approach the people around us as valuable and having something worthwhile to bring to the table,” she continued.  “When we treat ourselves and them with respect, we are able to see and receive the best we all have to offer.” 

She and her husband, Gary, have two sons, two gorgeous daughters-in-love and four of the smartest, most talented grandloves in the universe.  And they all dote on the most beloved member of the family, Milo, the Maltese.