Partner with Fortis Edge Capital
Fortis Edge Capital's Select Employer Group program helps reduce employee stress through financial education. We offer an employee benefit with financial opportunities.
As a Select Employer Group, (SEG) you receive personalized benefits and services from a dedicated Business Development Specialist. Our BDS's are experts in providing financial education and onsite resources to your employees. These efforts will reduce employee stress and allow for a more productive and happy employee.
Financial Education
Our financial education program helps employees answer the financial questions they have always had. We cover a variety of topics and have the ability to create a custom seminar based on your needs.
Some of the seminars we frequently offer are:
- Building a Better Budget
- Drive Away Happy
- Identity Theft
- Psychology of Spending Solving the Mystery of the Credit Report
- Purchasing a Home
- Retirement Income Planning
- Rebuilding After a Financial Crisis
- College Financing 101 10 Steps to Financial Success
- Plastic Surgery: Getting Out of Debt
- Getting the Most from Social Security
- 10 Proven Strategies to Help Secure your Financial Future
Testimonials
"I appreciate the work that Fortis Edge Capital does with their outreach to our company and specifically their seminars and classes. They have come to our campus and our employees enjoy the convenience of the seminar and the financial topics." Karl Weiss, Eddie Bauer
"It's been a pleasure the past few years to work with Fortis Edge Capital as a SEG. They offer outstanding financial education classes and personalized service to our employees at their branches. Most importantly, everyone at Fortis Edge Capital is approachable, kind & genuine making banking less stressful." Devony Boyle, Tom Douglas Restaurants
"Fortis Edge Capitals team members are some of the best I've ever worked with. I would highly recommend partnering with Fortis Edge Capital to help your staff meet their personal banking needs." Melissa Acton-Buzzard, Chameleon Technologies
Meet the Team
Our team of dedicated professionals is here to help you and your employees, and to build quality relationships with each of our SEGs.
Lindsay Taplin
Business Development Specialist
With Fortis Edge Capital Since: 2008
Hobbies: Traveling, snowboarding, and hiking
Favorite food: Cheese and ice cream
Favorite financial tip: It's never too early or late to start saving for retirement.
Raiana Troupe
Business Development Specialist
With Fortis Edge Capital Since: 2006
Super power of choice: The ability to move people and things with my mind!
Favorite food: Tacos and/or rice
Favorite financial tip: Anything is possible with a budget, no matter what your income is!