The people who keep things working, internally for our team, and for you as a Forté client.
Contact Info@forte-capital.com
Ann Phelps, Accounting
Ann has been with Forté since its beginning 20 years ago. She serves as accountant and bookkeeper for the firm.
Dawn has been a member of the Forté team for over 21 years. She manages all aspects of the back office for Forté including data systems, CRM, billing and client service support.
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.