Forward Financial Group Employee Directory

Financial ServicesUnited States11-50 Employees

Our mission is to move you forward with investment strategies and personalized financial planning using the best technology available and a team based approach.  As a fiduciary, we aim to accomplish this through education, integrity and outstanding client service.

Find Forward Financial Group employees' phone numbers or email addresses

Forward Financial Group Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Europe
1

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  • Germany
    1

Forward Financial Group's Leadership

  • Stylized image of a person
    G. A.
    President & Financial Planner
    Phone icon
  • Stylized image of a person
    T. S.
    Partner-Financial Advisor
    Phone icon
  • Stylized image of a person
    N. B.
    Partner-Financial Planner
    Phone icon
  • Stylized image of a person
    K. S.
    Partner - Financial Advisor
    Phone icon
  • Stylized image of a person
    M. F.
    Partner-Financial Planner
    Phone icon
  • Stylized image of a person
    J. H.
    Account Executive
    Phone icon

Contact profiles from Forward Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. A.
    President & Financial Planner
    Phone icon
    United StatesWisconsin
    Jun 27, 2024
  • Stylized image of a person
    T. S.
    Partner-Financial Advisor
    Phone icon
    United StatesWisconsin
    Mar 05, 2024
  • Stylized image of a person
    N. B.
    Partner-Financial Planner
    Phone icon
    United StatesWisconsin
    Oct 14, 2025
  • Stylized image of a person
    K. S.
    Partner - Financial Advisor
    Phone icon
    United StatesFlorida
    Oct 26, 2025
  • Stylized image of a person
    M. F.
    Partner-Financial Planner
    Phone icon
    United StatesWisconsin
    Nov 10, 2025
  • Stylized image of a person
    J. H.
    Account Executive
    Phone icon
    Germany
    May 06, 2024

Frequently Asked Questions

What is Forward Financial Group known for?

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Forward Financial Group operates in the Financial Services industry. The company's main headquarters is located in W248 N5233 Executive Drive, Suite 500 Sussex, Wisconsin 53089, US. Explore Forward Financial Group's company overview page for more information.

What is Forward Financial Group's most common email format?

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Forward Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forward Financial Group email formats with LeadIQ.

How many employees does Forward Financial Group have currently?

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Forward Financial Group has approximately 42 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Forward Financial Group's key employees and leadership?

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As of October 2025, Forward Financial Group's key employees include:

  • President & Financial Planner: G. A.
  • Partner-Financial Advisor: T. S.
  • Partner-Financial Planner: N. B.
  • Partner - Financial Advisor: K. S.
  • Partner-Financial Planner: M. F.

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