We’ve built our team with a diverse set of skills focused on helping tech professionals accomplish their goals.
Mike Boroughs, CFA, CPA
Mike oversees all aspects of our wealth management and financial planning business including maintaining ongoing relationships and developing holistic solutions for our clients.
Prior to Fortis, Mike was an Assistant Portfolio Manager for Glacier Peak Capital. Glacier Peak Capital was a registered investment advisor with approximately $190 million in assets under management spread across two discretionary hedge fund portfolios. Mike played a key role in launching Glacier Peak Capital as a spinoff from Summit Capital Group, where he formerly worked as an Equity Analyst. Prior to Summit, Mike was an auditor for Ernst & Young LLP where he earned his CPA designation, specializing in financial statement investigation. He graduated as Valedictorian from University of San Diego.
Mike is currently a board member for Teleios and on the Audience Development Committee for the Virginia Mason Foundation. In his free time he is active in his church community in NE Seattle and loves to travel with his wife, Melissa, and twin girls.
Paul Misleh, CFA, CPA
Paul is the head of portfolio management for Fortis and is the portfolio manager for the Glacier Peak U.S. Value Fund LP.
Prior to Fortis, Paul spent nine years at Ernst & Young focusing on financial statement investigation and business valuation (auditing and financial due diligence) and Big Data/Advanced Analytics. Paul's audit work was primarily for large US based companies (including IPOs, spin-offs and other transactions). His work in financial due diligence was focused on assisting major private equity firms in their valuation of businesses based on recurring "owner's earnings". He graduated Summa Cum Laude from the University of San Diego.
Paul is currently the Treasurer for Divine Alternatives for Dads and the President of the University Kiwanis organization. In his free time he loves to read and travel with his wife Emily.
James oversees all marketing and business operations for the Fortis Financial Group and is a member of the Investment Committee for the Glacier Peak US Value Fund.
Beginning his career in New York City, he draws on his banking, real estate and finance experiences there to offer a unique perspective on value, risk analysis and creative problem solving. In 2011, James left New York and joined Morgan Stanley's Seattle office. Prior to Fortis he was the Chief Operating Officer for Glacier Peak Capital, which merged with Fortis in 2018. He is a 2001 graduate of Middlebury College (Middlebury, VT) with a B.A. in political science.
Currently James serves on the Seattle Prep Alumni Board and the Mercer Island Center for the Arts Board. James’ free time is spent coaching his sons’ youth sports teams, playing golf and skiing. James, his wife Jessica, and their 3 sons reside on Mercer Island.
John Heffel, CFP®
At Fortis, John’s primary focus is on building and executing financial plans for our clients.
John began his career in financial planning and wealth management with the UBS Cascade Group. While with the Cascade Group, he worked with high net worth clients by building comprehensive financial plans and implementing action items on their behalf. As a Certified Financial Planner, he is passionate about helping clients plan for life’s biggest moments. He graduated Cum Laude from Seattle Pacific University.
In his free time, John enjoys a good bottle of wine and staying active through running and playing basketball.
Addison oversees all bookkeeping and small business consulting for the Fortis Financial Group.
Before joining the team at Fortis, Addison spent time as an Accounting Associate at Coldstream Wealth Management. While at Coldstream, Addison primarily worked as a fund accountant to complete the financial reporting and performance reporting for various investment products including a hedge fund and real estate mortgage fund. Prior to working at Coldstream, he spent time in a variety of industries including financial planning and commercial mortgage lending. He graduated Magna Cum Laude from Seattle Pacific University.
In his free time, Addison likes to watch sports as well as get outdoors to hike and play soccer.
AJ Skurdal, CFP®
At Fortis, AJ is responsible for business development and maintaining ongoing client relationships.
AJ has devoted his career to helping folks manage money for the real world. For more than 25 years he has advised individuals, couples, professionals and others in a variety of capacities, most recently through his own registered investment advisory firm. He has written, spoken, and guided workshops related to money. AJ joined Fortis in 2017, becoming an investment advisor representative for the firm.
AJ currently sits on the board of the University Kiwanis Club and particularly enjoys teaching newly married couples the basics of personal finance.