Meet the Team

Your Family-Oriented Financial Team

Meet the financial professionals at Fortified Financial Group, based in Roseville, California and serving clients nationwide. With decades of combined experience, our team is committed to helping you pursue long-term financial confidence through comprehensive, goal-oriented financial planning, wealth management, and investment strategies. We work together like family—collaborative, proactive, and dedicated to offering objective advice that’s tailored to your needs and goals.

Mark Frederick

Financial Advisor

916 - 781 - 8722

mfrederick@fortifiedfg.com

I, Mark D. Frederick, was born in Palo Alto, California and spent most of my childhood in Granite Bay, California. I attended California State University, Sacramento where I earned a Bachelor of Science degree in Finance, and a minor...

Kim Frederick

Office Manager

916 - 781 - 8722

kfrederick@fortifiedfg.com

Kim, graduated Cum Laude, in 1988 with a Bachelor Of Science Degree in Animal Science, from California Polytechnic University, Pomona. She worked in her field of study until she joined me in 1996 to assist in building my practice. Kim...

Jacob Basford

Registered Representative

jbasford@1stallied.com

Jacob Basford was born and raised in San Diego California. He attended Colorado State University, where he earned a Bachelor of Science degree in Finance, with a focus in investment analysis and corporate finance. While studying at...

Jeffrey Young

Office Assistant

916 - 781 - 8722

jyoung@1stallied.com

Jeffrey has worked with Mark & Kim as the lead office manager since 2023. He has a bachelor’s degree in economics from Sacramento State University.

Cristy Miles

Assistant

916 - 781 - 8722

cmiles@fortifiedfg.com

Cristy Miles is the newest member of our team. She has over 20 years’ experience in customer service. Cristy enjoys kayaking, paddle boarding & anything water related. Cristy comes from a big family and loves to travel back to San...

Fortified Financial Group

with Cetera Advisors LLC

916 - 781 - 8722

916 - 772 - 5761

2999 Douglas Blvd.,Ste. 120 (first floor)Roseville, CA 95661

Have a Question?

Name

Address

Phone

Question

Thank you!

Oops!

Who We Serve

Learn how we help clients like you build, grow, and protect their wealth. 

See How We Help

See how we structure your financial plans around your goals. 

Explore Our Approach

Contact Us

Let’s start build a plan to help you move you toward your goals.

Connect With Our Team