Our front-line service people. And your quick connection to all of Forte’s resources.
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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.
Marcin has significant experience in the financial services industry. He has experience in credit risk operations, mortgage trading, performance measurement and family office/private client support. He assists in relationship management to our clients. As one of Forté’s client service professionals with broad experience he is involved with problem solving and managing transitions. While assisting portfolio managers, he provides a wide variety of support to clients including account administration, opening, processing, and trading.
Michael began his career in financial services as a 401(k) retirement specialist developing client integration solutions with financial advisors. He also worked with new retirement clients as part of the plan setup team. He understands the value of team work and as a professional soccer player he was the captain of Rochester’s own Rhinos Soccer franchise. He works with our relationship and portfolio management teams providing a wide variety of support to clients including account administration, opening, processing, and trading.
Karin assists our Team in providing client service. Her responsibilities include internal processing, reporting and coordinating with our clients and other Forté professionals.
Grace assists our Team in providing client service. Her responsibilities include internal processing, reporting and coordinating with our clients and other Forté professionals.
Shannon provides a variety of support services to our clients, service team and firm partners as well as our front-end and reception functions and other client centered tasks.
Andea has 30+ years of experience in public and private accounting including business and individual taxation. Andea is a Certified Public Accountant and works with our financial planning team. She also provides client service support and is involved in internal processes and reporting.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forte Capital is engaged, or continues to be engaged, to provide investment advisory services.