Fortis Capital Management LLC

W. Curtis Erickson is a financial advisor at Fortis Capital Management LLC with 25 years of industry experience. He holds the Series 66 designation and has operated his own advisory and CPA firm, W. Curtis Erickson Jr. PS Inc., since 2003. Erickson also works as an insurance agent focusing on fixed annuities and various insurance products. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management. The firm employs a mix of active and passive strategies, including thematic investments, and manages a diverse range of asset classes while coordinating with other professionals and offering insurance services to clients.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

Laurence Donohue is a CFP® and Series 66-licensed advisor with five years of industry experience. He currently works at Fortis Capital Management LLC and previously held roles at Bank of America and Merrill Lynch. Outside of finance, his background includes experience in hospitality and retail. Fortis Capital Management serves individuals, families, and institutional clients, offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages held-away retirement assets while coordinating with other professionals as needed.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Fortis, he held various roles including positions at Gasworks Brewing and the University of Washington. Fortis Capital Management serves individuals, families, and institutional clients by providing financial planning and discretionary portfolio management across a range of investment types. The firm combines active and passive strategies, including thematic approaches and manages private pooled funds with some performance-based fee arrangements.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Emme Osborne is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Fortis in 2023, she worked in various roles including at The University of Arizona and Pine Lake Cellars. Fortis Capital Management serves individuals, families, and institutional clients, offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies and manages private pooled funds, providing coordinated services that include insurance and accounting through affiliated companies.

Paul Misleh is a CFA® charterholder with 11 years of industry experience. He is a founding member of Fortis Capital Management LLC and has been with the firm since 2014. Prior to focusing full-time on Fortis, he worked as a senior manager in the transaction advisory group at Ernst & Young, specializing in big data analytics. Fortis Capital Management serves individuals, families, and institutions, offering financial planning and discretionary portfolio management across a diverse range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds while coordinating with other professionals to implement client plans.

Grace Rollins is a financial advisor at Fortis Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Fortis since 2021. Prior to her advisory role, she worked at Doucette's Party and Tent Rental and spent time at the University of Minnesota Duluth. Fortis Capital Management serves individuals, families, and institutions including high-net-worth clients, offering financial planning and discretionary portfolio management across various asset classes. The firm employs both active and passive investment strategies and manages private pooled funds, incorporating thematic and derivative approaches where suitable.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. Before entering the financial sector, his background included roles at DoorDash, the University of Washington, and the YMCA of Pierce and Kitsap Counties. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Corban Parker is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation and nine years of industry experience. He has worked at Fortis since 2016 and was previously with Coldstream Capital Management from 2015 to 2018. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and also manages held-away retirement assets while coordinating with other professionals as needed.

Jordan Stover is a CFP® professional with seven years of experience in financial advising. He has been with Fortis Capital Management LLC since 2020 and previously worked at TD Ameritrade Institutional and several other firms. Outside of finance, his background includes roles at Draft Republic and the YMCA. Fortis Capital Management serves individuals, families, businesses, and institutional clients by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and manages private pooled funds while coordinating with other professionals as needed.

Connor Black is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fortis Capital Management LLC. His prior experience includes roles at Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors, providing financial planning and discretionary portfolio management through a mix of active and passive investment strategies. The firm offers a range of investment options including public equities, ETFs, bonds, private placements, and real estate recommendations.

Jack Stiger is a financial advisor at Fortis Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. from 2021 to 2024. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm offers financial planning and discretionary portfolio management using a combination of active and passive strategies across various asset classes.

Michael Boroughs is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 credential and bringing 11 years of industry experience. Outside of his advisory role, he is a part-owner and bookkeeper of De Mars's LLC, a company that sells hot sauce, where he also assists with financial strategy. Fortis Capital Management serves individuals, families, and institutional clients with financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies, including index allocations, concentrated equities, and thematic approaches, and also manages held-away retirement assets and coordinates with other professionals as part of its comprehensive service offering.