Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President and Financial Planner
I am the President at Forward Financial Group in Sussex, WI, and the lead financial planner on the FFG team.
My team and I team work with individuals, families and small businesses in the community to help them pursue their retirement goals and address their financial concerns. I believe in taking a “financial planning first” approach when working with my clients as my team and I implement strategies to help address their unique situations.
I grew up in Wisconsin Rapids, WI, to one parent who was an educator and the other who ran a third-generation family business. I graduated from Arizona State University, then returned to teach social studies and coach tennis in the School District of Waukesha. After eight years as a teacher I decided to take my passion for helping others to the financial field and ultimately built the business known as Forward Financial Group. My favorite part about my work is the opportunity to guide people through the process of setting and working to achieve their financial goals.
To build relationships I am active in the community and support a series of community outreach programs that sees me speaking in front of civic groups and answering questions from people at local trade shows. My team and I also sponsor a number of educational client events throughout the year that are popular with people in the community and a good way to approach common financial topics. In my free time I enjoy spending time with my wife Katie, son Austin and daughter Callie as well as traveling, playing tennis, and enjoying the outdoors.
My team and I at Forward Financial Group enjoy meeting new people and are glad to assist them and their families in making progress towards their financial goals. I am available either by phone or email to help with any questions or concerns you might have.
I am financial advisor at Forward Financial Group in Sussex, WI. I have been in the financial services profession for over 30 years. Together with Forward Financial Group, I look to continually maintain and improve the service and structure of my client relationships as I seek to help people pursue their financial goals.
Exposure to today’s financial issues can revolve around tax strategies, investments, insurances, and retirement/estate planning. From an overall development of planning strategies that addresses these issues, I strive to be in position to be able to provide custom recommendations that address the unique concerns of each client.
I was born and raised on the north side of Milwaukee, WI and currently reside in Menomonee Falls, WI. After graduating from Milwaukee Lutheran High School, I attended and graduated from Carroll University in Waukesha, WI. Married to Jane for over 28 years, we have three children; Daniel, Ellen, and Catherine. I enjoy the outdoors and all the activities that go with it.
With the help of the Forward Financial Group team, I look to provide a continuing presence for the benefit of all those associated with me.
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I am a Financial Advisor with Forward Financial Group. My role within the group is focused on portfolio management and financial planning.
I have been in the industry since March of 2014 and joined Forward Financial Group in June of 2019. Before becoming a Financial Advisor, I earned a Bachelor of Science in Business Administration from Wisconsin Lutheran College (WLC), with a double emphasis in Finance and Accounting. At WLC I served as Vice President of Student Senate and was one of the founders of the Warrior Investment Club. My education was an important foundation in building the knowledge I use to serve my clients.
I work with individuals, families, and small businesses to assist them in pursuing their financial goals. I strongly believe in pursuing each individual’s financial goals through financial planning. I work with my clients to develop a financial plan by reviewing their individual needs, goals, and challenges to find strategies and opportunities to help them pursue success. I also work with clients to set up investment portfolios that reflect both their tolerance for risk as well as the time horizon for their goals. I then works to make sure that both the investment and financial plans stay up to date as we work towards and through retirement.
I am originally from Wisconsin Rapids. Me and my wife, Liz, often get back to Central Wisconsin to visit family in our free time. I enjoy the outdoors, especially kayaking, fishing, or hiking with his dog, Penny. I currently live in Wauwatosa.
Client Service Manager
I am the Client Service Manager at Forward Financial Group. I play an active role in assisting our clients and serve as the liaison between clients and the advisors at FFG. I specialize in resolving problems, streamlining business operations, and ensuring client needs are consistently met.
I grew up in Northeastern Wisconsin and received a Bachelor's Degree in Psychology from the University of Wisconsin LaCrosse. Prior to my role at FFG, I had the opportunity to work in Social Work and as a recruiter.
Outside of the office, I enjoy spending time with my husband, Jacob and my children, Sydney and Trevor. In my spare time, I enjoy playing volleyball, cheering on my children in their sports, or reading a good Murder Mystery. I am also an avid sports fan.
Together with the Forward Financial Group team, I continuously strive to provide a unique and seamless client experience.
I am the Marketing Coordinator at Forward Financial Group. My role is focused on marketing Forward Financial Group to the public, prospects, and current clients. I specifically focus on social media, company blogs, email campaigns, and company newsletters. My goal is to provide the public with updates and educational materials that better their understanding of financial planning.
I grew up in the Twin Cities suburbs of Minnesota. I am currently obtaining my Bachelor of Arts in Business Administration with an emphasis in Marketing from Wisconsin Lutheran College in Milwaukee.
In my free time, I enjoy spending time with my family and friends. My hobbies include interior design, singing in the Wisconsin Lutheran College auditioned choir, and traveling to the ocean as much as I can.
Together with the Forward Financial Group team, I strive to bring awareness to Forward Financial Group for both potential and current clients as they work to achieve their financial goals.