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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 82633

Out of 400,000+ nationwide

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Courtney B

Series 63, Series 65

Douglas, WY

LaSalle St. Investment Advisors, L.L.C.

Courtney Baxter is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Merritt Wealth Management. Baxter serves as a board member of the Converse County Library Organization and teaches Investing 101 at Eastern Wyoming College. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages a substantial portion of its assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Mandi L

Series 66

Douglas, WY

Edward Jones

Mandi Lewis is a Series 66 licensed financial advisor with Edward Jones in Douglas, Wyoming, where she has worked since 2017. She has eight years of industry experience, including three years serving in the Wyoming Army National Guard prior to joining Edward Jones. 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 and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Professional Athlete
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Nicole R

Series 66

Douglas, WY

Edward Jones

Nicole Rankin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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