Fortitude Family Office

Christy Pater Schmitt is a financial advisor at Fortitude Family Office with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Bridgelight Capital. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and family-office services, and tax compliance and consulting. The firm employs a research-driven investment process and integrates tax and operational services for complex family client structures.

Sam Winter is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Fortitude Family Office in Scottsdale, AZ, where he has worked since 2023. His prior roles include positions at Cudos LLC and UBS Financial Services. Fortitude Family Office serves high-net-worth individuals, families, and related entities by providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm’s investment approach integrates macro and micro research to develop client-specific portfolios, coordinating with sub-advisors and outside specialists to address complex family client structures.

Emily Gall is a financial advisor at Fortitude Family Office with one year of industry experience. She holds a Series 65 designation and previously worked at Schmooze and Morning Squeeze before joining Fortitude. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and family-office services, and tax compliance and consulting. The firm develops client-specific Investment Policy Statements and implements portfolios through separate accounts, direct investments, and Fortitude-sponsored pooled vehicles, combining macro and micro research with coordination among sub-advisors and outside specialists.

Matthew Walker is a financial advisor at Fortitude Family Office with 13 years of industry experience. He holds a Series 65 designation and has worked at Fortitude since 2021. Prior to this, he was with Tarbox Family Office, Inc. and MRA Associates, and he also owns Walker Accounting Group, an accounting and tax preparation firm based in Phoenix, AZ. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and family-office services, and tax compliance and consulting. The firm uses a client-specific investment approach that includes separate accounts, direct investments, and pooled vehicles, combining macro and micro research and coordinating with sub-advisors and outside specialists to manage complex family client structures.

Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes seven years at Tolleson Wealth Management, Inc., and roles at GFTO Group LLC and Fortitude Family Office. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm employs a client-specific investment approach combining macro and micro research, and integrates tax and operational coordination for complex family client structures.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Fortitude, he worked at Charles Schwab and was a student at the University of Arizona. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, offering investment management alongside comprehensive wealth and family-office services. The firm’s approach integrates detailed investment policy development, direct investments, and coordination with sub-advisors, combined with tax compliance and operational oversight for complex client structures.

Matthew Lucas is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Fortitude Family Office since 2021, following prior roles at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm utilizes a research-driven investment process and offers integrated operational and tax coordination for complex family client structures.

Kristin Greenleaf is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 credential with nine years of industry experience. She has previously worked at Mercer Advisors and Rowland Carmichael Advisors, Inc. Kristin's career spans multiple roles within these firms since 2013. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm’s investment approach integrates macro and micro research with coordination among sub-advisors and specialists, offering tailored portfolios and operational support for complex family structures.

Trevor Moore is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Captrust, MRA Associates, and Keats Connelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm employs a research-driven investment approach and integrates tax and operational coordination for complex family client structures.

Corey Bird is a CFP® professional with 17 years of industry experience, currently serving at Fortitude Family Office. His prior roles include positions at Nemo Arms, Mercer Global Advisors Inc., and Rowland Carmichael Advisors, Inc. He is also a Major (P) and Command FxSP for Economic Warfare in the United States Army Reserve. Additionally, Corey serves as Treasurer for the 1888 Gold Buckle Club Prescott Rodeo Committee. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm combines macro and micro research in its investment approach and integrates tax and operational coordination for complex family client structures.

Remy Solves is a Series 65-licensed financial advisor with one year of industry experience, currently with Fortitude Family Office. Prior to joining Fortitude, Remy held roles outside the financial sector, including positions at Best Buy, Pedal Haus Brewery, and Fairmont Scottsdale Princess. Outside of advisory work, Remy is involved as a trader with Apex Trader Funding, a proprietary trading firm. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management and comprehensive wealth and family-office services. The firm employs a research-driven investment process and integrates tax compliance and operational oversight to support complex family client structures.

Matthew Brower is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Tarbox Family Office, CliftonLarsonAllen, and Price Kong & Company. Fortitude Family Office serves primarily high-net-worth individuals, families, and their related entities by providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm’s investment approach integrates macro and micro research and coordinates with sub-advisors for direct private investments, combining investment advice with operational and tax coordination for complex family client structures.

Dale Phillips is a CFA® charterholder and Series 65 licensed advisor with 16 years of industry experience. He is currently with Fortitude Family Office, where he has worked since 2021, following prior roles at Tarbox Family Office and Mra Associates. Outside of his financial advisory work, Phillips manages a small real estate venture focused on property management and coordination. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm develops client-specific investment policies and employs a research-driven investment process, integrating tax and operational oversight for complex family client structures.