Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Michael Forney

CFP®

Financial Advisor

Visit Michael Forney's website


Team

Sherry Cox

Sherry Cox

Client Service Manager

Roles & Responsibilities

  • Responsible for managing and maintaining client relationships.
  • Managing the advisor’s calendar, schedule appointments, and coordinate meetings.
  • Answering phone calls, emails, and correspondence on behalf of the advisor.
  • Assisting in the development of financial plans.
  • Preparing and distributing client reports and statements.
  • Ensuring client documentation is accurate, secure, and up to date.
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Nicholas Hudzema

Nicholas Hudzema

Client Service Coordinator,

Paraplanner

Roles & Responsibilities

  • Gathering client data.
  • Maintaining accurate records of client interactions and transactions to ensure compliance regulations.
  • Facilitating communication between clients and advisors and addressing client inquiries.
  • Assisting with portfolio management tasks such as rebalancing portfolios and executing investment trades.
  • Providing general administrative support to the financial planning team.
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Courtney Cox

Courtney Cox

Marketing Specialist

Roles & Responsibilities

  • Creating and developing marketing campaigns.
  • Managing and maintaining the team’s social media profiles.
  • Utilizing CRM software to manage customer data, track interactions, and personalize marketing efforts.
  • Planning and executing events or webinars to promote products or services and engage with existing or potential clients.
  • Developing and executing email marketing campaigns to nurture leads, inform clients, and promote products or services.
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