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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)

2 advisors near 76255

Out of 400,000+ nationwide

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Tyler T

Series 66

Nocona, TX

Edward Jones

Tyler Thomas is a Series 66-licensed financial advisor with Edward Jones in Nocona, TX, where he has worked since 2007, totaling 19 years in the industry. Outside of his advisory role, he is involved in managing agricultural and land-related ventures, including raising and selling cattle and participating in property partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets supported by a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Jennifer E

Series 66

Montague, TX

Fidelity

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.

Retirement income strategy Income planning General retirement planning
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