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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

3 advisors near 52172

Out of 400,000+ nationwide

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Michael A

Series 66

Waukon, IA

Edward Jones

Michael Alexander is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he owns and operates E&M Farm LLC and NEI Tractors, a business focused on buying, selling, and shipping antique tractors internationally. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment solutions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Quincy J

Series 66

Lansing, IA

Raymond James Financial

Quincy Johnson is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at Thrivent Financial. Outside of advising, he is involved in several business ventures including ownership roles in Johnson's Gas N Go, Golden Spike Storage LLC, and Pump House LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a variety of implementation options supported by firm research and external managers.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cathy B

Series 66

Waukon, IA

Edward Jones

Cathy Buhl is a Series 66 licensed financial advisor with Edward Jones, based in Waukon, Iowa, and has two years of industry experience. Her prior work includes roles at Kerndt Brothers Savings Bank and Zion United Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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