Meet Our Team

As a CPA, Ryan is qualified to provide in depth tax planning strategies and analysis for clients. This has been especially beneficial for clients with complex estate planning concerns. In addition, Ry...

At Wealth Forward, Stephanie’s responsibilities include managing day-to-day operations, transaction processing, and handling routine requests from clients such as processing withdrawals, changing co...

Barb is the friendly voice you hear on the phone and the person who greets our clients when they come to the office. She joined our firm in 2017 after retiring from a 38-year career with Wells Fargo i...