Fortitude Financial LLC

Noelle Seipp is a financial advisor at Fortitude Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Hoyt, Lewis & Associates, and Financial Advocates Investment Management. Outside of her advisory role, she is a licensed notary public. Fortitude Financial serves individual investors, including high-net-worth clients, through discretionary portfolio management, financial planning, and tax consulting via its affiliate FF-CS Tax. The firm utilizes proprietary model portfolios and combines top-down asset allocation with bottom-up security selection, offering a range of investment options including ESG/SRI models and managing several hundred client relationships with approximately $270 million in assets under management.

Benjamin Chase is a CFP® with 13 years of experience in the financial services industry. He is currently with Fortitude Financial LLC and has previously worked at LPL Financial, Financial Advocates Investment Management, Hoyt, Lewis & Associates, LLC, and The Power Outlet. Fortitude Financial serves individual investors, including high-net-worth clients, through discretionary portfolio management, financial planning, and tax preparation services via its affiliate FF-CS Tax. The firm employs proprietary model portfolios combining top-down asset allocation with bottom-up security selection and offers a range of investment options including ESG/SRI models.

Matthew Greve is a financial advisor at Fortitude Financial LLC in Spokane, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Fortitude Financial in 2021, he worked at Financial Advocates Investment Management and LPL Financial. Outside the advisory field, he has been employed at Black Angus Steak House since 2017. Fortitude Financial serves individual and high-net-worth investors through discretionary portfolio management, financial planning, and tax consulting offered via its affiliate FF-CS Tax. The firm employs proprietary model portfolios combining top-down asset allocation and bottom-up security selection and sponsors the Fortitude Wrap Program, a bundled advisory platform.

Jeremy Lewis is a financial advisor with Fortitude Financial LLC in Spokane, WA, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Holden Ray, LLC, and Hoyt, Lewis and Associates. Outside of his advisory work, he oversees EQ Records Collective, a nonprofit organization that helps disabled individuals engage in playing and recording music. Fortitude Financial serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and tax consulting via its affiliate FF-CS Tax. The firm utilizes proprietary model portfolios combining top-down asset allocation and bottom-up security selection, and sponsors the Fortitude Wrap Program, an asset-based platform that consolidates execution costs.

James Green is a financial advisor at Fortitude Financial LLC in Spokane, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fortitude Financial, he worked at Northwestern Mutual and LPL Financial. Outside of his advisory role, he is the founder and operator of Lakeview Fix It Crew LLC, a non-investment related business. Fortitude Financial serves individual investors, including high-net-worth clients, through discretionary portfolio management, financial planning, and tax consulting via its affiliate FF-CS Tax. The firm employs proprietary model portfolios and combines top-down asset allocation with bottom-up security selection, managing approximately $270 million in assets across several hundred client relationships.