Co-Founder & Director of Client Relations at Fortem Advisors - Raleigh, North Carolina, United States
Fortem Advisors offers a wide range of services in the areas of investment, financial, retirement, estate and tax planning. With offices in Raleigh and Cary, North Carolina, we specialize in helping business owners, pre-retirees and retirees plan for the future. We also offer planning for families that have loved ones with special needs. We view ourselves as problem solvers, and pride ourselves on taking a holistic approach to helping our clients.