Forta Wealth Partners

Our Team

Dedicated professionals supporting your best interests

Your Partners in Financial Confidence

With decades of experience and a diverse range of planning expertise, our team is fully equipped to meet your wealth management needs. Each of our advisors hold advanced designations and are passionate about providing innovative, personalized advice that helps you achieve your goals.

Will Turner, CFP®

Co-founder and Principal,
Wealth Advisor

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Jon Shurtz, CFA, CFP®

Co-founder and Principal,
Wealth Advisor

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Taylor McDougal, CIMA®, CPFA®

Co-founder and Principal,
Wealth Advisor

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Holly Hynes, CRPC®

Manager, Team and Client Services

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Brandon Marvel

Associate, Client Services

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Madeline Armstrong, CFP®

Financial Advisor

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Professional Designations / Marks: CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by Certified Financial Planner Board of Standards, Inc. (CFP Board). CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CIMA® and Certified Investment Management Analyst® are certification marks owned by Investments & Wealth Institute. CPFA® is a designation issued by the National Association of Plan Advisors (NAPA). CRPC® is a trademark of The College for Financial Planning. Regulators such as the SEC or FINRA do not approve or endorse professional designations or credentials.

317.204.4004

Will@fortawealth.com

Will Turner, CFP®

Co-founder and Principal, Wealth Advisor​

Prior to founding Forta Wealth Partners, Will spent his career helping families and institutions navigate every aspect of their financial lives at The Turner Group/Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and he values the deep, long-standing relationships he builds with clients and approaches each engagement with thoughtful problem-solving, forward-looking guidance, and clear communication. Known for his disciplined process and strong follow-through, Will is committed to delivering clarity and confidence at every step.

Will has a deep internal drive to be better. This is why he and his partners established Forta Wealth Partners. To be better for our clients. To be more customized, more agnostic, and more flexible. This mindset will push Forta Wealth Partners to keep evolving – continuously improving how we serve clients and how we deliver advice.

Will grew up in Auburn, Indiana and earned an Honors bachelor’s degree in finance from Butler University, where he also captained the golf team. While at Butler, he met his wife and the two have been together ever since. They now live in Carmel, Indiana with their three children. Will enjoys coaching youth sports, attending live sporting events, playing golf, traveling, and staying active in his community through involvement on non-profit boards and committees.

317.204.4013

Jon@fortawealth.com

Jon Shurtz, CFA, CFP®

Co-founder and Principal, Wealth Advisor

Jon is a seasoned wealth advisor with over a decade of experience helping families grow, preserve, and manage their financial resources with clarity and confidence. His financial journey began at Merrill Lynch in 2015, where he helped scale The Turner Group into a nationally recognized wealth management team to nearly $1 billion in assets under management. His expertise in strategic financial planning and investment management has positioned him as a trusted partner for clients seeking to navigate the complexities of wealth. 

Recognizing the need for a more personalized approach to wealth management, Jon co-founded Forta Wealth Partners with the vision of delivering an unparalleled client experience tailored to the unique financial goals and aspirations of every individual. By fostering deep relationships and prioritizing open communication, Jon and his team strive to create customized strategies that not only address the current needs of clients but also adapt to their evolving circumstances and ambitions over time. This commitment to a client-centric philosophy sets Forta Wealth Partners apart, ensuring that clients receive the attention, insight, and support necessary to navigate their financial lives. 

Jon graduated cum laude from Butler University and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Chartered Financial Analyst (CFA) charter, credentials that underscore his commitment to professional excellence and ethical standards in financial advising. 

Outside the office, Jon enjoys staying active through fitness, exploring culinary creativity by experimenting with new recipes, and making cherished memories with his family while traveling. Additionally, Jon enjoys coaching his children’s sports and playing golf.  He lives in Carmel, Indiana with his wife and two children. 

317.204.4020

Taylor@fortawealth.com

Taylor McDougal, CIMA®, CPFA®

Co-founder and Principal, Wealth Advisor

Taylor brings experience from The Turner Group/Merrill Lynch, advising successful families, business owners, and institutions on building, managing, and transferring wealth. Taylor is known for blending analytical rigor with a highly personal advisory style, helping clients turn complexity into clarity as they anticipate key decisions, simplify challenges, and execute long-term strategies with confidence. Clients appreciate his dependability, thoughtful communication, and the sense of order he brings to their financial lives.

Taylor holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations, reflecting advanced expertise in portfolio construction, risk management, and institutional plan consulting. 

Taylor is an Honors graduate of Kelley School of Business at Indiana University Indianapolis. He stays active through road and obstacle course races, various sports, and serving as a licensed IHSAA high school football official. He lives in Noblesville, Indiana with his wife and two children.

317.204.4025

Holly@fortawealth.com

Holly Hynes, CRPC®

Manager, Team and Client Services

Holly oversees team operations and client service processes, ensuring an efficient, consistent, and streamlined experience for every client. She also works directly with clients on their day-to-day needs and requests, building trusted relationships through attentive support and a high standard of professional care.

Before joining the firm, Holly was a valued member of The Turner Group/Merrill Lynch. She holds the Chartered Retirement Planning Counselor® (CRPC®) designation. 

Outside the office, Holly enjoys reading, spending time outdoors, and making memories with her husband and two daughters in Greenwood, Indiana.

317.204.4023

Brandon@fortawealth.com

Brandon Marvel

Associate, Client Services

Brandon plays an integral role in client onboarding, account maintenance, and day-to-day operations, all while maintaining a client-first mindset. Prior to joining the firm, he spent six years at The Turner Group/Merrill Lynch as a Registered Wealth Management Client Associate.

Before transitioning into finance, he spent over two years in Carlsbad, CA working in customer service for Callaway Golf. Brandon currently lives in Fishers, Indiana where he enjoys traveling, golfing, and spending time with family outside the office.

317.204.4029

Madeline@fortawealth.com

Madeline Armstrong, CFP®

Financial Advisor

Madeline is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and works closely with clients to deliver comprehensive, strategic financial planning. She focuses on understanding each client’s needs and goals, proactively identifying planning and investment opportunities that support their long-term objectives. Her expertise spans estate and gift taxation, philanthropic strategies, trust structures, insurance, income tax planning, and investment management, developed through her work at The Turner Group/Merrill Lynch.

Madeline is passionate about building meaningful relationships and living a life of service – values that inspire her work each day. She played volleyball at Indiana University and graduated from Kelley School of Business with a degree in Finance. Madeline lives in Indianapolis, Indiana where she enjoys going to the gym, traveling, and catching movies at the theater.