Welcome Walker Insurance Group. Fortress Financial Partners now provides the following products and services for Walker Insurance Group clients. Click, call or email us for a free consultation.
Financial Planning and Wealth Management
Stocks, Bonds and Mutual Funds
Insurance and Annuities
Retirement and College Savings
Business Owners and Workplace Benefits
Cash and Credit Management
Jack N. Watson, RFC
Fortress Financial Partners
3110 Edwards Mill Rd. Suite 200
Raleigh, NC 27612
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Jack Watson is the Managing Director of Fortress Financial Partners, a comprehensive wealth planning firm based in Raleigh, NC. With over 30 years of business and financial experience, Jack is a respected advisor serving the needs of professionals, business owners, high net-worth families, non-profits, corporations, and institutions.
Jack is a Registered Financial Consultant (RFC©) awarded by the IARFC to financial consultants who meet the high standards of education, experience, and ethics.
Early in his career, Jack worked for Allstate Insurance Company and then AVP of Direct Marketing for Carolina Continental Insurance Company. He has been a small business owner, entrepreneur, and innovator in the field of business and religion.
Jack received a Bachelor of Arts Degree from the University of South Carolina with a Double Major in Government and International Studies and Business Marketing. He also holds a minor in Theater and Speech. In addition, to the FINRA Series 7 and 66 securities registrations held with Fortress Ledger, he holds Life/Annuity/Health/Disability and Long Term Care Insurance licenses.
Jack and his wife Leslie reside in the Holly Springs 12 Oaks Community. They are blessed with four young adult children. Jack is also a retired pastor and holds a Doctoral Degree from Drew University, Master of Divinity from Southeastern Baptist Theological Seminary, and continuing education from the Oxford Round Table of Oxford, England and Duke Divinity Pastoral School. He has received the D.A.R. Leadership Award, US Air Force Leadership Award, and Who’s Who in America. He is actively involved in Marketplace Ministry and continues to speak, write, and paint. He is also a published author and supportive of several charities. Jack enjoys spending time with his family and friends traveling and a wide variety of sporting events.
Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate investment, development, and advisory firm and a leader in the new Opportunity Zone (“OZ”) area. Ms. Homan has more than fifteen years’ experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling almost $500 million in total capitalization.Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the program guidelines and advocated for issues of importance to the real estate industry. Further, Ms. Homan has testified at both IRS Opportunity Zone hearings in 2019. As a fifteen year veteran of real estate development, Ms. Homan is co-developing a $52 million multifamily project in an Opportunity Zone and raised OZ capital. Ms. Homan has applied her knowledge of emerging communities and her expertise in policy and real estate to advise investors and developers on the OZ program. She has been a featured panelist on numerous past and future OZ programs.Ms. Homan previously worked as vice president for Perseus Realty, where she was responsible for acquisitions, underwriting, assisting in the capitalization of ongoing projects, and managing due diligence processes. Additionally, Ms. Homan assisted in the formation and structure of a discretionary GP investment partnership and managed its investor relations. She has extensive political and policy experience, having worked on Capitol Hill as a legislative assistant and press secretary. Currently, she holds elective office and senior political party leadership positions. Further, she was one of eight members of the site selection committees for the 2016 and 2020 national conventions for one of the two major political parties. Ms. Homan earned both a Master of Business Administration and Master of Public Policy degrees from Duke University, focusing on finance and authoring a thesis on urban revitalization. Further, Ms. Homan holds two undergraduate degrees from the University of Dayton--a Bachelor of Science in mechanical engineering and a Bachelor of Arts in German. She is LEED® AP (Leadership in Energy and Environmental Design Accredited Professional) and a member of Commercial Real Estate Women DC (CREW DC). Additionally, Ms. Homan served on the Board of Visitors for Duke University’s School of Public Policy and co-chairs the Duke University’s alumni organization in the metro Washington, DC region. Ms. Homan resides in Washington, DC.
Marcus grew up in Chesapeake, Virginia and graduated from the College of William and Mary where he studied International Relations with a focus on Economics and International Finance.
He began his career as a tax consultant before founding Luster Tax Consulting. He holds the highly accredited Enrolled Agent designation. This shows that Marcus is a federally authorized tax practitioner who has demonstrated competence in tax law and is licensed to practice by the US government.
In addition, Marcus is a Certified Tax Coach. Certified Tax Coaches are regarded as some of the top tax professionals and are required to go through hundreds of hours of intense training and case study with a focus on court-tested, IRS-approved strategies for minimizing their client's taxes, maximizing deductions and savings, and similarly power strategies. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future.
Marcus is experienced and knowledgeable in the fields of accounting and tax planning and holds the following accredited designations:
In his free time Marcus is a passionate soccer fan and coaches youth soccer.