Paul is the CEO of Fortis. Paul’s primary focus is to ensure that the Firm remains client focused at all times and helps them to meet their goals. He also oversees strategic planning and overall company direction.

Prior to Fortis, Paul spent nine years at Ernst & Young focusing on financial statement investigation and business valuation (auditing and financial due diligence for private equity firms). He graduated Summa Cum Laude from University of San Diego.

Paul is currently on the Board of Divine Alternatives for Dads and the University Kiwanis organization. In his free time, Paul loves to spend time with his wife and kids as well as read.

Mike is the President and Chief Investment Officer of Fortis. Mike is primarily responsible for overseeing and driving improvements in the investment strategies of the firm as well as working with top tier clients to manage and grow their wealth. As the team continues to grow, Mike also spends time recruiting and training new advisors on how to communicate and improve the investment solutions for clients.

Prior to Fortis, Mike was an Assistant Portfolio Manager for Glacier Peak Capital. Glacier Peak Capital was a registered investment advisor with approximately $190 million in assets under management spread across two discretionary hedge fund portfolios. Mike played a key role in launching Glacier Peak Capital as a spinoff from Summit Capital Group, where he formerly worked as an Equity Analyst. Prior to Summit, Mike was an auditor for Ernst & Young LLP where he earned his CPA designation, specializing in financial statement investigation. He graduated as Valedictorian from University of San Diego.

Outside of work, Mike is active in his church community in NE Seattle, spends time out at his family cabin on Marrowstone Island and loves to travel. Mike resides in Lake Forest Park with his wife, twin girls and son.

James is responsible for overseeing the marketing strategy and business operations at Fortis Financial Group, and he also serves as a member of the Investment Committee for the Fortis Flagship Fund.
Starting his career in New York City, James brings a wealth of experience in banking, real estate, and finance, which informs his unique approach to value assessment, risk analysis, and creative problem-solving. In 2011, he relocated to Seattle and joined Morgan Stanley’s local office. Before joining Fortis, James was the Chief Operating Officer at Glacier Peak Capital, which merged with Fortis in 2018. He holds a B.A. in political science from Middlebury College, class of 2001.

In addition to his professional role, James actively contributes to his community. He serves on the Seattle Prep Alumni Board and the Mercer Island Center for the Arts Board. Outside of work, James enjoys coaching his sons’ youth sports teams, playing golf, and skiing. He and his wife, Jessica, along with their three sons, call Mercer Island home.

Addison is a Partner and leads the Fortis Accounting team’s business development efforts. He is also in charge of ensuring our clients receive excellent client service.

Before joining the team at Fortis, Addison spent time in the accounting department at Coldstream Wealth Management. While at Coldstream, Addison primarily worked as a fund accountant to complete the financial reporting and performance reporting for various investment products including a hedge fund and real estate mortgage fund. He graduated Magna Cum Laude from Seattle Pacific University.

In his free time you can find Addison spending time with his wife and dog, golfing, rooting on his favorite sports teams, or wine tasting.

Andrew leads numerous client engagements serving business owners with the goal of ensuring they have real time financial insights needed to make informed decisions. He manages the internal accounting team on a day-to-day basis to deliver exceptional service and strategic guidance.

At Fortis, Andrew leads numerous client engagements serving business owners with the goal of ensuring they have real time financial insights needed to make informed decisions. He manages the internal accounting team on a day-to-day basis to deliver exceptional service and strategic guidance.

Prior to joining Fortis, Andrew spent 5 years in the Deloitte Seattle Audit practice where he specialized in Asset Management. At Deloitte, Andrew managed a number of audit teams serving Private Equity and Venture Capital clients ranging from small single fund operations to investment complexes with billions in assets under management.

Andrew is a Certified Public Accountant in the state of Washington and holds a Bachelor of Arts in Business Administration and Master’s in Professional Accounting from the University of Washington Michael G. Foster Business School. In his free time, Andrew enjoys wakeboarding, playing golf, and cheering on his Washington Huskies. Go Dawgs!

Tomika Aoshima is an Accounting Manager and Operations Specialist at Fortis. She began her career at Fortis as a bookkeeper and has steadily expanded her responsibilities across accounting, operations, and systems management. Today, she plays a key role in supporting both financial and operational functions, managing the Blue Ridge Global system for one of Fortis’s largest accounting clients. In this role, Tomika oversees inventory planning, purchase order management, and demand forecasting, ensuring data accuracy, streamlining purchasing workflows, and delivering operational insights that help optimize inventory and improve efficiency.

Originally from Las Vegas, Tomika moved to Seattle ten years ago to attend the University of Washington, where she earned her Bachelor’s degree in Accounting and Finance. Before joining Fortis, she built a strong foundation in client service and operations through more than five years of experience in the service industry.

Outside of work, Tomika enjoys working out, discovering new foods, and visiting theme parks with her husband.

Micah is an Accounting Manager at Fortis Accounting Solutions. Micah oversees all non-profit accounting and works with many of our professional services clients.

Micah began her career in audit at Bader Martin, PS. While there she worked with a variety of industries including real estate, family business, non-profits, wholesale/distribution, etc. performing financial statement audits, reviews, and compilations. Micah also has experience in with healthcare and startups, having worked at LifeStance Health during their IPO process prior to coming to Fortis. She graduated from Seattle Pacific University.

In her free time, Micah enjoys reading, hiking, skiing/snowboarding, trying out new restaurants, and spending time with her family and friends.

Nhu is an Accounting Manager at Fortis Accounting Solutions. Nhu specializes in analytical analysis within accounting, researching accounting guidance, and ensuring client remain in compliance with relevant requirements.

Prior to Fortis, Nhu spent 5 years in the EY Seattle Audit practice where she managed the audit of teams serving the technology, biotechnology, and logistics sectors. Her clients ranged from small, private pre-revenue to large, public SEC filers with billions in gross revenue.

Nhu is a Certified Public Accountant in the state of Washington and holds a Bachelor of Arts in Business Administration and Master’s in Professional Accounting from the University of Washington Michael G. Foster Business School.

In her free time, Nhu enjoys cooking and playing with her two fur babies Pepper (the cat) and Bodhi (the dog).

Alyssandra is a Senior Accounting Associate at Fortis Accounting Solutions. She brings experience supporting clients through effective internal controls for accurate financial reporting.

Prior to joining Fortis, Alyssandra worked as an Internal Audit Senior at Moss Adams, where she assisted public and pre-IPO companies in evaluating and strengthening their internal controls across business processes. Her work ensured compliance with GAAP and accurate financials.

She holds a Bachelor’s degree in Accounting and Economics from Missouri Valley College and is currently pursuing her Certified Public Accountant license.

Originally from San Diego, Alyssandra enjoys traveling, staying active at the gym, playing soccer, and spending time with friends exploring new places and events. She is excited to continue growing as an accountant to better support her clients.

Kasey is an Accounting Associate at Fortis Accounting Solutions. Kasey works closely with many Fortis clients to streamline their financials and ensure their reporting is accurate.

Kasey is from Kirkland, WA and a graduate from Washington State University where she earned her Bachelor of Art in Finance. She’s excited to continue working with her team on projects and growing as an accountant at Fortis.

In her free time, Kasey enjoys painting, baking, being a plant mom, and spending time with her friends & family.

As a Staff Accountant Yulia brings a detail-oriented approach and a passion for numbers to the Fortis team. With a strong foundation in customer service, record keeping, and office management, Yulia ensures accuracy and efficiency in day-to-day financial operations. Her work supports clients in maintaining clarity and confidence in their financial decision-making.

After relocating to the U.S., Yulia transitioned into bookkeeping, building on her Math degree and natural analytical skills. She finds fulfillment in helping both individuals and businesses navigate their financial goals with ease.

Outside of work, Yulia enjoys spending time with family, exploring new places, and continuing her journey of lifelong learning.

Mari serves as a Staff Accountant at Fortis, where she manages key financial operations and works closely with both the finance team and clients. She focuses on maintaining accurate financial records while providing responsive support to clients on accounting matters.

Prior to joining Fortis, Mari worked at G&C Accounting for three years before its acquisition. She has completed accounting courses at Bellevue College and is a certified Quickbooks ProAdviser. With her varied professional background across different industries, she is bringing practical expertise to her role.

In her free time, Mari enjoys family activities, gardening, and exploring new hobbies. She is active in her community through the Swedish Women’s Educational Association (SWEA) Seattle, where she has served in leadership roles for 12 years. She has also previously served as a PTA treasurer.

As Chief of Staff, Grace plays a pivotal role in ensuring Fortis runs smoothly. Grace oversees operations and manages key initiatives. Working closely with the entire team to maintain the office’s daily functions, streamline processes, and aligning business strategies with company goals are a big part of her day to day.

Prior to Fortis, Grace completed her MBA at University of Minnesota. Grace currently serves on the Financial Planning Association – Puget Sound board of directors.

Outside of work, Grace enjoys spending time with friends, traveling and cheering on Wisconsin sports teams.