OUR TEAM

Our Team

Knowledge and Customer Service Define Our Success


Each of our team’s professionals is certified and educated to offer our clients the most in-depth financial assistance available. From your income to your estate, our specialists are here to help you achieve your financial goals.

Nathan Fort, CASL®, RICP®

Founder & President

Nathan Fort, CASL®, RICP®, founder and President of Arbor Mutual Wealth Management, is a nationally recognized expert on retirement planning. He has spoken at many financial conferences in the United States and regularly visits with U.S. Congressional representatives to provide insight on the effects of current and proposed legislation on the lives of Texas retirees. Nathan also serves on the advisory board of one of the country’s largest independent financial organizations, and offers his time to train and mentor other advisors in Texas and around the country. As an independent advisor, Nathan is rigorously committed to representing only the major insurance and financial companies that meet his uncompromisingly high standards. Nathan has been recognized and awarded for his commitment to honesty, transparency and excellence in dealing with his clients.

He holds the Chartered Advisor for Senior Living® (CASL®) designation, which truly is a mark of excellence. Other designations provide a strong foundation for a broad range of financial planning concepts, but only the CASL® designation delivers the rigor and specialized knowledge a planner needs to be truly effective in retirement planning.

As a Retirement Income Certified Professional® (RICP®), Nathan is also adept in the new and evolving retirement income planning field. For over twelve years, he has guided Texans in securing their retirement goals using his specialized training to offer his clients practical, comprehensive, and current retirement planning strategies.

Nathan firmly believes a relationship of trust is essential to effectively care for his client’s needs. He is committed to providing clear and precise information and maintaining the utmost professional rapport with every Arbor Mutual Wealth Management client.  

Outside the office, Nathan and his wife Lindsay are dedicated to raising their 5 children and are very active serving their church and community. They enjoy traveling, scuba diving and entertaining their family and friends at their home in the Texas hill country.  Nathan is also an avid soccer player.

Barbara Ann Fort

Director of Operations

As Director of Operations, Barbara is a crucial member of the Arbor Mutual family. Her responsibilities include managing all client account services and business processing while ensuring the highest level of customer service. She serves as the company’s liaison between the financial service providers and our valued clients, facilitates new account setup, fund transfers, policy updates, changes and deliveries, and annual review reporting and scheduling.

Barbara also supports Nathan at Arbor Mutual’s retirement strategies seminars with material preparation and managing appointment scheduling. She then ensures consistent communication with our new clients throughout the onboarding process. She is licensed as a paralegal, and a life and health insurance agent, and has been supporting the business with her expertise for 9 years.

Barbara, a native New Yorker, is a dedicated wife to her husband of 44 years, Charles. Together they raised 8 children while living in California and Texas. So far, they have 12 beautiful grandchildren, 2 great-grandchildren, and a Boxer named, Caesar. Barbara is also a wonderful cook and loves preparing Italian specialties for family gatherings.

Jennifer Brophy

Director of Client Relations

Jennifer is responsible for Arbor Mutual’s client relations initiatives and marketing strategy development. Her primary responsibilities include planning and implementing the firm’s client appreciation events, coordinating details for bi-weekly educational seminars throughout the Austin area, and coordinating the firm’s communication outreach in the community. She also supports the firm through networking, collateral design, technology objectives and enhancing the client experience.

Jennifer joined the Arbor Mutual family in March of 2016. Her previous experience as a licensed funeral director instilled in her a dedication to building loyalty through consistent and dependable communication and continuous improvement of client services. In partnership with Barbara, the firm has increased in efficiency and workflow, creating a better experience for our family of clients. 

Jennifer also supports Arbor Mutual with data tracking development to provide better insight into our client needs. The reporting and analytics she provides ensures she makes informed decisions regarding future client appreciation and outreach marketing initiatives.

Outside of the office, Jennifer keeps busy with her son, Logan, who plays lacrosse and is training for his blackbelt. She also enjoys gardening, hiking, kick-boxing, live music, horseback riding and two-stepping.
ALLEGIS CORPORATE RESOURCES

Kurt Brown

Chief Investment Officer
Allegis Investment Advisors

As Chief Investment Officer, Kurt heads a committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers.  Kurt has 25 years of capital markets experience, working in both buy and sell-side positions. His extensive experience includes 12 years at Alta Capital where he helped the firm grow their assets under management from $300 million to over $3 billion. 

In addition to his investment work, Kurt is frequently called upon to speak at investment conferences, universities, and CPA and Estate Planning events.  Subjects regularly include capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms.  Kurt’s experience also includes advising institutional clients on trading and risk management issues. 

Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance. 

Kurt, his wife Katie, and their son Carter love to boat, travel and barbeque with friends.  

Chris Hedquist, CFA, CFP®

Vice President of Advisory Services
Allegis Investment Advisors

As Vice President of Advisory Services, Chris works directly with advisors and their clients in developing, implementing and monitoring investment portfolios and financial planning strategies. He also assists with the development of the firm’s investment policies and conducts due diligence on the investment offerings available through the firm.

After graduating from Brigham Young University in Business Management & Finance, Chris began his career as a financial advisor.  During the past 24 years, Chris focused on advising clients on portfolio construction and investment selection, retirement planning, and due diligence of hedge funds and alternative investments. Chris has been a registered representative and investment adviser since 1992 and has been a General Securities Principal since 2003. Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations.

Monica Sonnier, CPA, CFA

Portfolio Strategist
Allegis Investment Advisors

Monica assists advisors and their clients with her specialization in fixed income analysis and management.  She transitioned to wealth management after more than 20 years in institutional portfolio management, following her passion for helping others manage their finances and plan for retirement. 

Monica was most recently the head of portfolio strategies for a regional broker/dealer. Her experience also includes eight years as the portfolio manager and funding manager at a large regional bank and managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities. 
 
She began her career in public accounting with a CPA firm, specializing in audits of financial institutions.  Monica is currently on the AICPA’s National Financial Literacy Commission, was recently on the Board of Directors of the AICPA and has chaired the Investment Committee of the Institute.  She received a degree in Accounting from Louisiana State University.
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