Vicki L. Beam is the founder of Fortitude Wealth Planners, LLC, with over 25 years of experience in financial planning and wealth management. She holds a B.S. in Computer Science and Management and maintains multiple FINRA licenses, including Series 6, 7, 24, 63, and 65. Before starting her firm in 2006, Vicki built her career at Southland Corporation and Waddell & Reed, where she rose to Division Manager overseeing advisors across Northern Michigan. Today, she leads with a holistic approach, helping clients align financial strategies with their life goals. Outside of work, Vicki enjoys time with her family, traveling, and outdoor adventures. Qualification for Ed Slott’s Elite IRA Advisor Group SM is based on completion of education modules and payment of training and membership fees. Qualification should not be construed as an endorsement of the financial professional and is no guarantee as to future investment success, nor is there any guarantee that the financial professional will continue to meet this qualification in the future.