Our Story

A Personal Mission to Protect What Matters Most

We understand that life is full of unpredictability, and it’s the planning you do today that secures a better tomorrow. For me, this realization became crystal clear when my son was born. In that moment, I knew I had to leave behind more than just memories—I had to create a financial legacy that would ensure my children wouldn’t face the burdens I experienced. I wanted them to have a foundation for success, free from the struggles of student loans, overwhelming debt, or living paycheck to paycheck without a safety net to fall back on.

The need for careful planning hit home even harder after the loss of my father. Despite his wealth, we received nothing—no assets, no security—because there was no will, no structure in place. It was a stark contrast to what my mother left behind: a small, but life-saving insurance policy that gave us stability during a time of emotional and financial turmoil. It was in those moments that I truly saw the difference planning makes. I realized that without the right structures in place, even those who’ve worked hard their whole lives can leave their loved ones facing uncertainty.

That’s why, when the opportunity came for me to enter the financial services industry, it was a no-brainer. I had a calling to help families avoid the same struggles and fears I experienced. I wanted to ensure that when life happens—good or bad—families would be financially prepared, with a strategy tailored to their unique needs.

Our Approach: Personalized, Purpose-Driven Planning

At Fortis LD, we believe that every client is unique, and so are their financial goals. That’s why we take the time to truly get to know you. Our process begins with a deep dive into your personal and financial situation, where we conduct a thorough financial needs analysis. We discuss your short-term, mid-term, and long-term goals, identifying what matters most to you and your family.

Once we understand where you are and where you want to be, we work together to develop personalized strategies that are tailored to your specific needs. Whether you’re looking to protect your family, grow your wealth, or plan for retirement, we create solutions that align with your goals and provide peace of mind for the future.

By combining our expertise with your vision, we create a roadmap that not only meets your immediate needs but also helps you achieve long-term financial success. Our goal is to ensure that, no matter what life throws your way, you’re prepared with a solid plan.

Our Promise: Diligence, Peace of Mind, and Security

At Fortis LD, our promise to you is simple: diligence, peace of mind, and security. We are committed to being more than just a financial coach—we’re your partner, someone you can trust to help you navigate life’s uncertainties.

From the moment you step through our door, we work tirelessly to ensure that your financial future is secure. Whether it’s protecting your loved ones, growing your wealth, or planning for retirement, we approach every strategy with the same level of diligence and care that we would for our own family.

Peace of mind comes from knowing that you have a solid plan in place, one that’s designed specifically for you. You can trust that we’ll always be here, guiding you through every financial decision with transparency, loyalty, and integrity.

When you partner with Fortis LD, you’re not just gaining a financial coach—you’re gaining an advocate who is dedicated to helping you achieve lasting financial security.