Meet the professionals who can help you

PURSUE YOUR GOALS

The team behind Fortem Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

RICHARD P. BURCHILL CPA, CHSNC®

Co-Founder & Director of Advanced Planning

Richard Burchill is focused on guiding clients toward their ideal retirements by providing them with well-thought-out financial strategies. He’s experienced in building technically sound and numerically feasible retirement income plans for clients with their best interests at heart. Richard is an Investment Adviser Representative and holds life insurance licenses in several states.

ROBERT SHIGLEY, CLU, CHFC, RFC

Co-Founder & Director of Client Relations

Guided by formal professional training and more than 30 years of financial services experience, Robert Shigley specializes in designing wealth strategies to help clients achieve their financial dreams. He is experienced in business planning and personal financial and estate planning.

Ready to take

THE NEXT STEP?

For more information about any of the products and services listed here, schedule a meeting today!

Or give us a call at 919-272-6848