Proudly Serving Families Across Michigan & The United States

Vicki Beam

Founder & Financial Advisor

Vicki L. Beam is the visionary founder of Fortitude Wealth Planners, LLC. With a financial acumen honed over two decades, Vicki is a force to be reckoned with in the world of financial management. Her journey began in the heart of her family home, where she witnessed her parents' unwavering commitment to financial stability. This early exposure ignited a passion for finance that led her to The University of Michigan and culminated in a B.S. in Computer Science and Management from Russell Sage College. Vicki is also a certified powerhouse, holding FINRA Series 6, 7, 24, 63, and 65 qualifications.

Before launching her own firm, Vicki spent a decade at Southland Corporation, the global leader in 7-Eleven franchises. There, she honed her skills in boosting profitability for franchise owners. Her career trajectory then took her to Waddell & Reed, Inc., where she ascended to Division Manager, overseeing financial advisors across Northern Michigan. In 2006, Vicki took the entrepreneurial leap to establish Fortitude Wealth Planners, LLC, a firm that now proudly serves clients nationwide.

At Fortitude, Vicki champions a holistic approach to financial planning. She's not just about numbers; she's about aligning your financial strategies with your life goals. From young couples navigating their financial future to retirees living their dream life, Vicki offers tailored solutions for all.

Outside the office, Vicki is a devoted family woman and an adventurer at heart. Whether she's spending cherished moments with her husband Jim and their grandchildren James, Sophia, Emerson, Briella and Alex, or hitting the open road on her Harley Davidson Softail Deluxe (affectionately named Joy), Vicki embodies the balance of work and play. Her hobbies also include line dancing, globetrotting, and gardening—because for Vicki, life is to be savored in all its facets. And everyone knows her beloved dogs Gunnar & Elley.

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Jessica Moreno

Director of Client Services

Jessica is a communications leader with over ten years of experience in marketing and client service, specializing in brand building and meaningful engagement. She has partnered with executive teams, led large groups, and executed initiatives across communications, social media, events, and campaigns. From growing online audiences to over 130K followers to producing large-scale events, she brings creativity, collaboration, and a results-driven approach. Jessica holds a degree from Loyola University Chicago and is currently pursuing her SIE and Notary Public certification.

Originally from the Chicago area, Jessica moved to Traverse City in 2019 with her family. She enjoys traveling and spending time outdoors, from boating to Power Island to skiing at Crystal Mountain.

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Eleanor Nagy

Client Services Representative

Eleanor is a senior at Northwood University in Midland, MI studying finance with a minor in entrepreneurship. Her goal is to become a Certified Financial Planner after graduation and eventually start her own wealth management firm.

She started with Vicki in high school as one of her college planning clients. She is currently president of her sorority, Alpha Gamma Delta, and is very actively involved in the philanthropy, has been a co-captain for Northwood's Auto Show, and is a recipient of Northwood's Distinguished Women's Endowed Scholarship. This summer, she knew she wanted to learn from other women in the industry and learn what it takes to own a firm, bringing her to Fortitude.

Outside of college and the office, she has also been showing horses since five years old. She also likes to spend her time golfing, hiking, and at the lake.

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Gunnar Beam

Director of First Impressions

Gunnar is an 11 year old German Shorthaired Pointer. GSP’s are known to work so he fits right in here! Gunnar is the sweetest, gentlest GSP and he brings much happiness to the office. This is one place his nose doesn’t get him into any trouble.

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