Broker Check

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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Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.
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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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