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Our Process

"We believe serving others through good stewardship allows them the freedom to follow their true purpose."

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Our Values

Trust. Faith. Family. Creativity. Client First. We believe values matter, and we strive to live by ours every day.

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Our Services

Years of combined experience and education allow us to help you in many different financial areas of your life.

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Financial Planning

The foundation of sound financial decisions begins with planning.

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Our Team

Pontem Financial is a team of Financial Advisors with Waddell & Reed who work together to provide a high touch client experience. The name Pontem is Latin for Bridge, a fitting description for our purpose in your life. Knowing where you want to go is easy but knowing how to get there can be a challenge. We can help build the bridge between where you are and where you want to be.

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Meet the Team

Cindy  Fortson

Cindy Fortson

Client Relations Manager

Elizabeth "Liz" Hitchcock

Elizabeth "Liz" Hitchcock

Operations Coordinator

Kay  Friesenhahn

Kay Friesenhahn

Client Relations Coordinator

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