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.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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