Our front-line service people. And your quick connection to all of Forte’s resources.
Barb’s functional role at Forté is 401(k) relationship manager. She also produces financial plans and services client accounts. She has over five years of Retirement Planning, Wealth Management, Social Security Planning and Cash Flow Analysis.
Sarah has significant experience in the wealth management business. She assists in relationship management to our clients. She is one of Forté’s primary client service professionals with broad experience solving problems and managing transitions. While assisting portfolio managers, she provides a wide variety of support to clients including account administration, opening, processing, and trading.