Giving Back

Running a business is about more than profit and loss. Those things are important, yes, but it’s just as important to be a part of the community. That’s why we make giving back an integral part of our practice. 

100 Women Who Care About Snohomish County

This group of women works to raise money and resources for nonprofits and organizations around the Snohomish community.

Learn more about their mission
Our Process
Our History
Our Values

Wallingford Community Senior Center

Since 1979, Wallingford Community Senior Center has been welcoming, connecting, and supporting older adults in north Seattle. With a wide variety of dynamic, affordable programming, WCSC ensures that seniors in our community make social connections, eat healthy meals, stay mentally and physically active, and have access to the services and resources they need to age in a healthy, secure, positive way.  

Sponsorship also supports free Social Work services, case management and advocacy efforts for low income seniors struggling to maintain safe housing during the current housing crisis.

Forney Financial is sponsoring Wallingford Community Senior Center's Rainbow Bingo Brunch FUNdraiser on April 18. 

Learn more!
Our Process
Our History
Our Values

Check out these other organizations we've worked with!

Client Centered

And it’s not just us. Since its founding in 1937, Waddell & Reed has consistently been a strong supporter of community, cultural and charitable causes, both regionally and nationally. Waddell & Reed provides a platform for two types of philanthropic and charitable support: direct from the company and directly from financial advisors and employees.

In fact, employees and financial advisors are encouraged to select philanthropic organizations and events in which their involvement will have an ongoing and meaningful impact.

Our philosophy is to give generously and consistently to the communities we serve and to which we owe so much of our success – in business and in life.

I am proud to support local charities and charitable events. To learn more about the organizations I support and discuss your financial goals, contact me today! 

Thank you!