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We have moved!

Our office location has recently changed! You will now be able to find us at 19401 40th Avenue West, Lynnwood, WA 98036. While our permanent space (Suite 460) is built out, we will be located on the first floor in suite 100. If you would like to send mail to us, please use Suite 460 in the address.

Our phone number, fax number, and email will remain the same so if you need to contact us, please reach out!

As always, our goal is to make your experience the best it can be, if you have any questions, don't hesitate to ask!

Exciting News!

Effective immediately I will be rebranding my practice at Waddell & Reed as Forney Financial. Please take comfort in knowing you will continue to work with me – and that I still am a Financial Advisor with and have the sound backing of Waddell & Reed. Little for you will change other than the company name you will see on correspondence, social media and my website!

It is truly a pleasure to work with you.  Please don’t hesitate to call my office at 425-774-9053 if you have any questions regarding this change. 

Meet the Team

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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