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
Greg Alft is the President at Forward Financial Group in Sussex, WI, and is the lead financial planner on the FFG team.
Greg and his team work with individuals, families and small businesses in the community to help them pursue their retirement goals and address their financial concerns. He believes in taking a “financial planning first” approach when working with his clients as he and his team implement strategies to help address their unique situations.
Greg grew up in Wisconsin Rapids, WI, to one parent who was an educator and the other who ran a third-generation family business. He 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 he decided to take his passion for helping others to the financial field and ultimately built the business known as Forward Financial Group. Greg’s favorite part about his work is his opportunity to guide people through the process of setting and working to achieve their financial goals.
To build relationships Greg is active in the community and supports a series of community outreach programs that sees him speaking in front of civic groups and answering questions from people at local trade shows. He and his team 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 his free time he enjoys spending time with his wife Katie, son Austin and daughter Callie as well as traveling, playing tennis, and enjoying the outdoors.
Greg and his team at Forward Financial Group enjoy meeting new people and are glad to assist them and their families in making progress towards their financial goals. He is available either by phone or email to help with any questions or concerns you might have.
Dave Kroeninger is a financial advisor at Forward Financial Group in Sussex, WI. Dave has been in the financial services profession for over 30 years. Together with Forward Financial Group, Dave looks to continually maintain and improve the service and structure of his client relationships as he seeks 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, Dave strives to be in position to be able to provide custom recommendations that address the unique concerns of each client.
Dave was born and raised on the north side of Milwaukee, WI and currently resides in Menomonee Falls, WI. After graduating from Milwaukee Lutheran High School, Dave attended and graduated from Carroll University in Waukesha, WI. Married to Jane for over 28 years, they have three children; Daniel, Ellen, and Catherine. He enjoys the outdoors and all the activities that go with it.
With the help of the Forward Financial Group team, Dave looks to provide a continuing presence for the benefit of all those associated with him.
Steven Dye is a Financial Advisor with Forward Financial Group. His role within the group is focused on portfolio management and financial planning.
Steven has been in the industry since March of 2014 and joined Forward Financial Group in June of 2019. Before becoming a Financial Advisor, Steven earned a Bachelor of Science in Business Administration from Wisconsin Lutheran College (WLC), with a double emphasis in Finance and Accounting. At WLC he served as Vice President of Student Senate and was one of the founders of the Warrior Investment Club. His education was an important foundation in building the knowledge he uses to serve his clients.
Steven works with individuals, families, and small businesses to assist them in pursuing their financial goals. He strongly believes in pursuing each individual’s financial goals through financial planning. Steven works with his clients to develop a financial plan by reviewing their individual needs, goals, and challenges to find strategies and opportunities to help them pursue success. Steven also works with clients to set up investment portfolios that reflect both their tolerance for risk as well as the time horizon for their goals. He then works to make sure that both the investment and financial plans stay up to date as we work towards and through retirement.
Steven is originally from Wisconsin Rapids. He and his wife, Liz, often get back to Central Wisconsin to visit family in their free time. Steve enjoys the outdoors, especially kayaking, fishing, or hiking with his dog, Penny. He currently lives in Wauwatosa.
Client Service Manager
Tiffany is the Client Service Manager at Forward Financial Group. She plays an active role in assisting our clients and serves as the liaison between clients and the advisors at FFG. She specializes in resolving problems, streamlining business operations, and ensuring client needs are consistently met.
Tiffany grew up in Illinois and received a Bachelor of Science in Education from the University of Wisconsin-Whitewater. Prior to her role at FFG, Tiffany worked as a 4K Teacher at Pewaukee Lake Elementary School.
Outside of the office, Tiffany enjoys spending time with her husband, Todd, and daughters, Riah and Brynn. In her spare time, she enjoys shopping, has a passion for home decoration, and is always looking for a new book recommendation.
Together with the Forward Financial Group team, Tiffany continuously strives to provide a unique and seamless client experience.