It is important to know who is investing your hard earned money. We strive to be people who are honest, transparent, hardworking, and forward thinking. We are not perfect and will make mistakes, but we hold ourselves to incredibly high standards and expect our clients to do the same.
Paul Misleh, cfa, cpa
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 the Director of Research for Fortis Financial Group. He focuses on analyzing overall market conditions, sectors, geographies and individual securities.
Mike Boroughs, CFA, CPA
Prior to Fortis, Mike was an Assistant Portfolio Manager for Glacier Peak Capital LLC. Glacier Peak Capital is 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 the Portfolio Manager for Fortis Financial Group. He focuses on portfolio management and financial planning.
Mike is currently a Legacy Advisor for Seattle Children's Hospital and a member of the Seattle #4 Rotary Club.
AJ Skurdal, PHD, CFP®
Mr. Skurdal 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. Mr. Skurdal joined Fortis in 2017, becoming an investment advisor representative for the firm. He continues to work with clients on planning and asset allocation. Mr. Skurdal sits on the board of the University Kiwanis Club and particularly enjoys teaching newly married couples the basics of personal finance.
John heffel, CFP®
John began his career in financial planning and wealth management in 2015, spending the first three years of his career with the UBS Cascade Group. While with the Cascade Group, he worked with business owners and high net worth clients by building comprehensive financial plans and implementing action items on their behalf.
While working with the Cascade Group he earned his CERTIFIED FINANCIAL PLANNER® designation and developed a passion for helping clients successfully navigate life’s biggest moments. He graduated Cum Laude from Seattle Pacific University.
As a Financial Advisor for Fortis Financial Group, he focuses on financial planning for the firm’s business owner and professional clients. He specializes in building comprehensive cash flow models for clients and devising strategies to help them achieve their financial goals.
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.