Story & Team

Letter from our founder

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

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

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

José Butanda

Tax Associate

José Butanda is a detail-oriented Tax Associate who prides himself on accurate and efficient tax preparation. With a solid understanding of tax regulations, he is committed to offering clients comprehensive support for optimizing their financial positions. José’s dedication to excellence makes him an invaluable resource in the firm.

Tax Preparation

Tax Compliance

Process Improvement

B.S. in Accountancy: ASU

Professional Photographer

Small Business Owner

Proud Father to Two Boys

Exploring Arizona

Soccer Fanatic

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


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


Chartered Retirement Planning CounselorSM (CRPC®)

B.S. in Business Management: ASU

M.S. in Financial Planning: CFFP

Embarking on Outdoor Expeditions


Costco Enthusiast

Amateur Breakroom Party Planner

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


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

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


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.

Office Management

Excellent People Skills

Effective Time Management

15+ Years in Customer Service

Restaurant Management

Household Coordinator

Professional Baby Whisperer

Friendliest Face in the Southwest

Expert in getting things done