meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Family Wealth Advisor
Maggie has more than 15 years of family wealth industry experience. Whether she is working on client investments, utilizing her creative side by building reports and presentations or aiding in our marketing endeavors, Maggie is someone we can always rely on to get the job done. In addition to working directly with clients, she takes a leading role in supporting our staff of advisors and onboarding new clients, and is a part of our new client development team. Maggie joined the Fortis team in 2003.
Maggie attended the University of Scranton and has earned a Series 65 license with the goal of expanding her expertise to include retirement planning, portfolio management strategies and other fiduciary responsibilities.
Maggie combines her strengths in analysis and creativity to contribute to the success of our firm. Her quiet confidence sets the tone for many of our younger advisors and brings our clients peace of mind knowing that they’re in very good hands.
“I’m a creative person at heart and working at Fortis gives me many opportunities to come up with creative solutions to our clients’ challenges. I’m able to see our business, and our clients’ interests from many sides and I am empowered to do what’s necessary to meet our clients’ needs.”