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 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.
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I am a Partner-Financial Planner 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 work 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. My wife Liz and I often get back to Central Wisconsin to visit family in our free time. I enjoy the outdoors, especially kayaking, fishing, or hiking with my dog, Penny. I currently live in Appleton.
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 Director at Forward Financial Group. In my role I focus on all marketing aspects for the group including: social media, e-mail, website, events and much more.
I grew up in Wisconsin Rapids, Wisconsin and received a Bachelor's Degree in marketing from Marquette University. I then received an MBA focused in marketing from Pennsylvania State University. Prior to my role at FFG, I owned my own furniture company for 5 years and have worked mainly in the technology industry in marketing before that.
Outside of the office, I enjoy spending time with my husband, Joe and my children, Jack, Tyler and Lucy. We keep very busy at their various activities, but I also find time to do yoga, walk, read and hang out with friends and family.
Together with the FFG team, I hope to make your communication experience with us enjoyable and hope to see you soon at one of our events.
I am a Partner, Financial Advisor at Forward Financial Group. I began my career as a financial advisor developing my investment knowledge in 2002 with Robert W Baird and Co. Since then, I have been helping my clients address their financial concerns with a commitment to providing comprehensive investment planning that is tailored to each individual’s specific needs from the ground up. I help to build retirement strategies focusing on investments and income. With extensive experience throughout major shifts in the financial markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
My wife Maria and I enjoy spending time with friends and family outside of the office and treat every day as a gift! We have four children…Katarina is a Special education teacher in Knoxville Tennessee, Gabriella is an admissions counselor at Keiser University and pursuing her MBA, Andrew is finishing his third year of the Navy ROTC program at Jacksonville University and Emma is in high school.
Branch Operations Manager
I am the Branch Operations Manager with Forward Financial Group. My role is to ensure clients are well served through building client relationships, improving team operations, and providing portfolio research.
I grew up in West Allis, WI and received my Bachelor's and Master's Degrees from Cardinal Stritch University. I am an avid sports fan and played collegiate baseball during my undergraduate years. I also coached basketball and baseball for 11 years.
With a passion for helping others achieve their personal and family goals, I spent the next several years after college working in the recreation and programming industry as well as real estate. During this time, I continued to see the financial stress of families rise and I was encouraged to be a part of changing that narrative. I ultimately decided to utilize my financial planning skills and take my passion for helping others to the financial industry.
I joined the Forward Financial team because I believe strongly in the importance of planning and taking the proper steps to achieve future goals. I believe the choices we make now will ultimately determine where we end up down the road. Our financial situation does not have to keep us awake at night. With an appropriate plan we can relieve some of the stresses that weigh us down and prevent us from living a life full of joy. My favorite part of the Forward Financial group is our team approach to serving our clients, ensuring all questions and concerns are taken care of in a timely manner and to a high level of satisfaction.
In my free time I enjoy spending time with my wife Amber, son Gage, daughter Merritt, and two dogs Luna and Cabo. We love hiking, biking, kayaking, camping, traveling, and spending time with family and friends.
I am a Financial Planner for Forward Financial Group. I provide personalized comprehensive investment strategies, through a teamwork approach, to help my clients work towards their goals. I use a goal-based approach to determine what is best for clients.
With extensive experience of over 25 years, my mission has been helping clients navigate their financial concerns and markets by developing a plan focusing on their specific needs and risk levels. Our clients have high expectations and want solid execution of their plan.
I started on an institutional trading desk in New York City as an intern, then became a financial advisor in Milwaukee. I have a passion for learning and am an avid reader of non-fiction. I consider myself a student of business learning from the best minds on and off Wall Street. Away from the office, I love spending time with my wife Allison, my 3 children and my granddaughter. I am a sports fan, foodie, traveler, golfer, and Door County enthusiast. I enjoy sharing the faith with teens and telling Irish tales.