• Designated as SmartVestor for The Dave Ramsey Group since August, 2016.• Designated as Endorsed Local Provider for The Dave Ramsey Group since July, 2013.• Mortgage Originator since November, 2008.• Acquired Washington State life and disability insurance license in October, 2008.• Washington State Notary Public since July, 1998.• Successfully managed high volume office for a Fortune 500 rated National bank.• Personally conducted all client appointments for $19.5 million start-up company. • Highly skilled at building long-term client relationships.• Enthusiastic individual who encourages others to partner in success.Areas of Focus: Account Management, Business to Business Sales, Personal Financial Education, Financial Literacy Workshops, Budgeting, MoneyMap Financial Assesments, Debt Elimination Planning, Residental Mortgages, Life Insurance, Disability Insurance, Washington State Notary Public, Team Management, Situational Leadership, Public Speaking, Training, Recruiting
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Independent Financial AdviserParkland Securities Nov 2014 - PresentStructure retirement and general investments plans with clients.Designated Accredited Investment Fiduciary® by the Center for Fiduciary Studies in October, 2016.Shareholder at Benefit Managers Incorporated DBA Forster Financial.Securities offered through Parkland Securities, LLC, member FINRA (www.FINRA.org)/SIPC (www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Adviser. Forster Financial is independent of Parkland Securities, LLC and SPC.This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to emails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Forster Financial, Parkland Securities, LLC or SPC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and or posting recommendations or endorsements.24517 229th Court SoutheastMaple Valley, WA 98038206-778-2607
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Founder & Financial Architect (Independent Financial Adviser, Mortgage Originator, Life Insurance)Fortress Financial Solutions Oct 2008 - Present• Designated as SmartVestor for The Dave Ramsey Group since August, 2016.• Affiliated with American Pacific Mortgage Corporation DBA Capstone Home Loans as a Mortgage Originator since October, 2014. (NMLS 132196 / NMLS 1850 / Equal Opportunity Lender)• Designated as Endorsed Local Provider for The Dave Ramsey Group since July, 2013.• Designated Associate Marketing Director with Capital Choice in June, 2010.• Acquired Washington State life and disability insurance license and Capital Choice appointment as Life and Disability Insurance Representative in October, 2008.• Washington State Notary Public since July, 1998 with emphasis in on-site mortgage loan closing packages.• Implemented marketing programs, increasing visibility and improving recurring exposure. • Created web page layout, content, and daily updating.• Developed corporate structure, acquiring required licenses including LLC Formation Certificate, Washington State Master Business License, and Federal Employer Identification Number (EIN).• Affiliated with Mortgage Investors Corporation as a Mortgage Originator from September, 2011 till November 2013.• Affiliated with Plaza Mortgage, LLC as a Mortgage Originator from August, 2010 till January, 2011.• Affiliated with Ark-La-Tex Financial Services, LLC DBA Benchmark Mortgage as a Mortgage Originator from October, 2009 till August, 2010.• Affiliated with Loan Network as a Mortgage Originator from November, 2008 till November, 2009.• Designated Associate with Capital Choice in September, 2008. -
Co-Owner Of Financial Services FirmBenefit Managers Incorporated Dba Forster Financial Oct 2015 - Nov 2018Securities offered through Parkland Securities, LLC, member FINRA (www.FINRA.org)/SIPC (www.SIPC.org).This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to emails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Forster Financial, Parkland Securities, LLC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and or posting recommendations or endorsements.24517 229th Court SoutheastMaple Valley, WA 98038206-778-2607 -
Mortgage Banking LeaderWells Fargo / Wachovia Oct 2006 - Sep 2008Responsible for production, team management, and administrative processes of the Federal Way, Washington operation. Tasks include employee development and relationship management of accounts.• Managed overall marketing strategies as well as advised individual account representatives of strategies to achieve and surpass goals.• Led team of eight to greater production, ensuring first quartile (25%) standing when measuring all major standards of productivity against all other wholesale shops nationally.• Facilitated weekly brainstorming meetings to create and maximize marketing ideas and systems.• Launched high-turn e-mail strategy, generating 5% monthly growth.• Directed and executed quarterly symposiums for industry professionals.• Interviewed, selected, trained, and integrated new wholesale reps into team, assuring sustained success.• Developed transparent and competitive atmosphere to enhance productivity.• Implemented affirming, positive management style enhancing team morale and teamwork. -
District Loan Origination ManagerWorld Savings Jun 2006 - Oct 2006 -
Wholesale Account RepresentativeWorld Savings Mar 2004 - Jun 2006• Cultivated close relationships with over 50 accounts in Greater Puget Sound area, establishing strong foundation of trust and confidence. -
Co-Owner & Director Of DevelopmentCombined Financial Services Nov 2000 - Feb 2004• Originated nearly $19.5 million in residential mortgage products.• Developed unique selling system contributing to nearly $550,000 in revenue. • Met one on one with an average of 15 clients per month tailoring individual plans to increase their financial freedom.• Enhanced ease of processing by pulling credit reports, requesting comparable sales data, preparing client applications and accelerating the collection of required documents. • Established innovative business models that increased mortgage volume by over 209% in less than three years.
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Branch ManagerMortgage Investors Corporation Nov 1998 - May 2000• Coordinated and managed the closure of loans amounting to over $90 million.• Created high-achievement atmosphere resulting in increased sales ratios for loan officers. Also conducted weekly staff training meetings which greatly enhanced knowledge and salesmanship skills.• Facilitated government requirements by working with Veteran’s Association.• Arranged and coordinated all closings between notaries and clients.
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Loan OfficerMortgage Investors Corporation Dec 1997 - Nov 1998• Sold over $15 million in loans during initial year as loan officer.• Awarded loan officer of the month twice in first five months.
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Wholesale Account RepresentativeBob Siemon Designs Aug 1996 - Dec 1997• Achieved 121% of goal during first six months. Due to increased sales, goal was expanded by 21%. Attained 110% of new goal.• Cultivated close relationships with over 150 accounts in seven-state territory establishing strong foundation of trust and confidence.• Improved cash flow through turn optimization and inventory management via multiple systems developing gift department into most profitable segment of many accounts.
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Branch ManagerChristian Supply, Incorporated Jul 1994 - Aug 1996Responsible for sales training, merchandising, and team management of the retail operation. Tasks include employee development and implementation of innovative retail processes.
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Assistant ManagerCelebration! Christian Bookstore Jan 1991 - Jul 1994Responsible for sales training, merchandising, and team management of the retail operation. Tasks include employee development and implementation of innovative retail processes.• Contributed to high profitablilty through implementation of JIT (Just in Time) inventory management resulting in over seven turns during inagural year.• Contributed to cohesive marketing strategies for all departments.• Led team of eight to greater sales, increasing volume year over year.
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Retail ClerkRadiant Book And Music Center Sep 1988 - Dec 1990
Michael Fleiss Skills
Michael Fleiss Education Details
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Liberal Arts -
Liberal Arts -
Ocean View High School
Frequently Asked Questions about Michael Fleiss
What company does Michael Fleiss work for?
Michael Fleiss works for Fortress Financial Solutions
What is Michael Fleiss's role at the current company?
Michael Fleiss's current role is Registered Representative.
What schools did Michael Fleiss attend?
Michael Fleiss attended Green River College, Orange Coast College, Ocean View High School.
What are some of Michael Fleiss's interests?
Michael Fleiss has interest in Facebook, Libertarianism, Personal Economics, Vosian Biblical Theology, Reformed Theology, Wikipedia, Diffusionism, American History, California Impressionism, Astronomy.
What skills is Michael Fleiss known for?
Michael Fleiss has skills like Public Speaking, Team Management, Mortgage Lending, Team Building, Leadership, Loans, Customer Service, Training, Notary Public, Budgets, Selling, Mortgage Banking.
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