Multi-family offices and investment management firms are changing rapidly. In our view, one thing will always remain the same – people want a personal connection.
We have the privilege of helping people navigate some of the most sensitive financial and social issues that families may encounter. We don’t take the role we play in our clients’ lives lightly. Becoming a trusted advisor and providing value to our clients is one of the most rewarding feelings a professional advisor can have.
Delivering that value and seeing the impact of our work keeps us motivated and eager to continue to find new ways to positively impact our clients. We are on a mission to revolutionize the way families leverage coordinated services to create, maintain, and foster their legacy and wealth.
We have yet to meet a prospective client who loves spending their time coordinating multiple professionals to manage the intricacies of their financial lives to ensure nothing falls through the cracks. Most often, the job goes unfinished.
We give clients back more of what they truly want: time, purpose, and peace of mind.
Today, our firm serves as a platform where these ideas can be realized. We are committed to consistently enhancing our ability to make a meaningful impact on those we serve.
Matt Walker
Meet The Team
Matt Brower
Wealth Management Associate
Matt Brower is a Wealth Management Associate focused on leveraging an integrated team approach to provide solutions to clients’ complex wealth matters. By serving as all-around support in both tax and financial planning, Matt strives to obtain a holistic view of each of his clients’ unique circumstances to efficiently advance client goals.
Wealth Management
Tax Planning & Compliance
Team Support
Research & Analysis
5+ Years in the Industry
Certified Public Accountant (CPA)
B.S. in Accounting: GCU
M.S. in Accounting: GCU
Plays Mediocre Golf
Gym Enthusiast
Shortest Matt in the Office at 6’2.75
Enjoys Church with His Wife
James Coons
Director of Tax
As Fortitude Family Office, LLC’s Director of Tax, James ensures clients benefit from the most effective tax, financial, and business planning ideas available. He coordinates the day-to-day operations of the Tax Practice to ensure clients receive thoughtful and well-executed assistance.
Estate & Gift Tax Planning
Income Tax Planning & Compliance
Family Governance
Business Succession Planning
10+ Years in the industry
Certified Public Accountant (CPA)
J.D.: U of A
M.S. in Taxation: ASU
Restores & Collects Antique Equipment
Adventures with His 2 Daughters
Outdoor Enthusiast
Everything’s Better a Little Bit Country
Danna Fierros
Operations Associate
Danna Fierros is an Operations Associate who plays a vital role in coordinating and supporting day-to-day activities for Fortitude and its clients by providing exceptional client service and a seamless experience. An integral part of our Operations team, Danna liaises with our custodians to ensure proper execution on behalf of our clients.
Administrative Support
Process Optimization
Money Movements
Family Office Operations
8+ Years in Operations
B.S. in Business Entrepreneurship: ASU
Law Firm Accounting
Schwab Onboarding
6+ Shots of Espresso are Needed Daily
Mother of a 90 lbs. German Shepherd
Foodie
Loves Attending Concerts
Kristin Greenleaf
Director of Family Services
Kristin Greenleaf is the Director of Family Services, with a main focus on the client experience. Throughout her career, Kristin has worked to build processes that cultivate meaningful relationships and ensure every client feel like a part of the family. Her passion and dedication are an integral part of the Fortitude Family Office team.
Service Specialist
Relationship Manager
Data Management Professional
Operations Guru
30+ Years in the industry
Behavioral Financial Advisor (BFA)
Financial Paraplanner Qualified Professional (FPQP®)
Series 65 License (FINRA)
3 dogs: Steve, Gary & Kevin
Feeding Friends & Family
Travel & Adventure Enthusiast
Wife, Mom & Grandma
Atticus Lavelle
Wealth Management Associate
Atticus Lavelle is a Wealth Management Associate focused on solving problems. Whether the problem is financial, professional, or personal, Atticus turns obstacles into assets. He attempts to integrate cutting-edge technology and data-driven insights with a personal touch, ensuring each client receives tailored and personalized solutions.
Wealth Management
Financial Analysis
Data Science
B.S. in Finance: U of A
Series 65 License (FINRA)
Schwab Alternatives Platform
Sports Fanatic
Chess Enthusiast
Speaks French and Learning Korean
Matt Lucas
Wealth Management Senior Associate
Matt Lucas is a Senior Wealth Management Associate with a focus on retirement planning, investment strategies, and wealth management solutions. He is committed to providing personalized financial guidance and helping Fortitude clients achieve their long-term financial goals.
Wealth Management
Financial Analysis
Financial Planning
Retirement Planning
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning CounselorSM(CRPC®)
B.S. in Business Management: ASU
M.S. in Financial Planning: CFFP
Embarking on Outdoor Expeditions
Golfing
Costco Enthusiast
Amateur Breakroom Party Planner
Tiffany McBride
Senior Tax Advisor
As a Senior Tax Advisor, Tiffany is responsible for tax compliance and planning for families and their businesses. She also has extensive experience successfully navigating and representing clients under IRS audits.
Estate & Gift Tax Planning
Income Tax Planning & Compliance
Tax Research
Tax Audits
Certified Public Accountant (CPA)
B.S. in Accountancy: DU
M.S. in Accountancy: DU
M.S. in Taxation: DU
Dog Mom
Tennis Enthusiast
Big Brother Big Sister Volunteer
Sneakerhead
Stephanie McLean
Accounting Associate
As an Accounting Associate, Stephanie plays a vital role in supporting multiple family office needs of our clients, including bill pay and accounting responsibilities.
Accounting and bill pay coordination
Process Improvement
Family Office Services
20+ Years in the industry
Former small business owner
East Coast transplant to AZ
Full-time Cheerleader to Her Kids
Movie Fanatic
Part of a Large Family
Trevor Moore
Wealth Management Senior Associate
As a wealth manager, Trevor aims to provide personalized, comprehensive advice on various aspects of financial planning and wealth preservation to help Fortitude clients not only protect their wealth but to grow it. Alongside his teammates, Trevor works tirelessly to ensure the needs of Fortitude clients are put first in everything he does.
Relationship Manager
Wealth Management
Financial Planning
10+ Years in the industry
B.S. in Global Business Management: UoPX
M.S. in Business Administration: UoPX
Cool Dad to 3 Sons
Ocean Enthusiast
Formula 1 Driver Wannabe
Suparva Paruthy
Operations Associate
Suparva is a highly analytical and performance-driven individual who leverages his expertise in Data Analytics, Design, and Research to facilitate tangible improvements in our Operations and Investment Teams. He orchestrates the day-to-day operations while performing quality control on our Database systems. Also responsible for Due Diligence and Investment Research while working as an Associate Trader, he solves daily problems using an out-of-the-box thinking approach and promotes a strong and positive team environment.
Data Analytics/Database Management
Machine Learning, AI
Lean Six Sigma Greenbelt
B.S. in Mechanical Engineering: ASU
M.S. in Mechanical Engineering: ASU
M.S. in Business Analytics: ASU
Amateur Street Racer
Photography Enthusiast
Sneakerhead
Drew Phillips
Chief Operating Officer
As the Chief Operating Officer of Fortitude Family Office, LLC, Drew Phillips handles investment strategy, compliance, and technology for the firm. With a focus on regulatory compliance and risk management, he oversees day-to-day operations and trading. Drew also spearheads growth strategies, innovation, and prioritizes exceptional client service, all aimed at driving long-term success for the organization as a whole.
Investment Management
Technology Specialist
Firm Compliance (SEC/FINRA)
Business Operations
15+ Years in the industry
Chartered Financial Analyst (CFA)
B.S. in Finance: ASU
MBA in Finance: GCU
3 dogs: Ping, Pong, & Ball
Avid Traveler & Hiker
Phoenix Suns Enthusiast
80’s Movies Fan
Nicole Schabel
Family Office Accountant
As the Family Office Accountant, Nicole works closely with our full-service Family Office clients on accounting, bookkeeping, bill payments and human resources/payroll matters.
Client Relationships
Payroll/Human Resources
Process Improvement
20+ Years in the industry
B.S. in Accountancy: UToledo
Certified QuickBooks ProAdvisor
Empty-Nest Mom to Amazing Kids
AZ Hiking & Paddleboarding
Amateur Baker & Cake Decorator
Geoff Tran
Tax Advisor
Geoff Tran is a client advisor that specializes in identifying opportunities and implementing strategies across investment, financial, tax, estate and charitable goals for ultra-high net worth families. Over his career, he has navigated families through complex transactions, simplified their financial lives and focused on non-monetary aspects of planning and wealth transfers that impact clients.
Estate & Gift Tax Planning
Income Tax Compliance
Wealth Management
Family Education
15+ Years in the industry
Certified Public Accountant (CPA)
B.S. in Accountancy: ASU
M.S. in Taxation: ASU
Travel & Scenic Drives
Cooking & Recipe Testing
Modern Art
Reformer Pilates
Matt Walker
Founder & CEO
Matt Walker is the Founder and Chief Executive Officer (CEO) of Fortitude Family Offices, LLC. Driven by the desire to seek meaningful and direct solutions for his clients and their families, Matt has spent his career building relationships and a team that is dedicated to providing holistic services to high and ultra-high net worth families.
Private Deal Structuring
Wealth Management & Portfolio Strategy
Income, Estate & Gift Tax Planning
Family Dynamics & Governance
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
B.S. in Accountancy: ASU
M.S. in Taxation: ASU
Loving Husband & Father of 2 Baby Girls
Would Rather Be Raising Cheetahs & Lions in Africa
Clinging to Flag Football Glory Days
Builds Computers for Fun
David Walser
Director of Client Strategies
David Walser is Fortitude Family Office, LLC’s Director of Client Strategies and is responsible for ensuring our clients benefit from the best tax and financial planning ideas available. David provides estate planning, income tax planning, tax compliance, and family governance services.
Estate & Gift Tax Planning
Income Tax Planning & Compliance
Family Governance
Business Succession Planning
30+ Years in the industry
Certified Public Accountant (CPA)/Personal Financial Specialist (PFS)
B.S. in Accountancy: BYU
Master of Accountancy (Tax): BYU
3 children
4 grandchildren
Woodworker
Daily driver: 1990 Porsche 928 S4
Sam Winter
Investment Analyst
Sam Winter is an Investment Analyst focused on unlocking value for client portfolios. He leverages his deep curiosity and lifelong passion for markets to develop thoughtful research on investment opportunities. Sam works to create and preserve client wealth through prudent analysis and durable strategy.
Portfolio Strategy
Investment Analysis
Data Science
Risk Management
5+ Years in the Industry
Chartered Alternative Investment Analyst (CAIA®)
Managed a Successful Systematic Equity Trading Portfolio
Launched a FinTech Startup
Can’t Grow a Beard
Loves the Outdoors, Golfing & Hiking
Enjoys Vintage Media Content
Avid Reader and Learner
Rebecca Woo
Executive Assistant
Rebecca oversees front desk operations, client communications, calendars and collaborates with team members to ensure a smooth workflow. She also provides administrative support to the firm’s executives, schedule management, travel coordination, report preparation, and is a primary point of contact for our CEO.
