Forest Park Capital LLC

Dana Rice is a financial advisor at Forest Park Capital LLC with a Series 65 license and one year of industry experience. Prior to joining Forest Park Capital, Dana worked at Financial Legacy Associates and has been involved with Elevate Financial Coaching, where they provide financial coaching to individuals. Dana also has a background in dental hygiene, working with Excellence in Dentistry. Forest Park Capital LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework. The firm manages accounts on a discretionary basis and incorporates a variety of investment products tailored to each client’s risk tolerance and time horizon.

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of advisory work, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and includes insurance products among its offerings.

Joseph Anderson is a financial advisor with Forest Park Capital LLC in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Integrity Advisory Solutions, Correct Capital Wealth Management, Severin Investments LLC, and LPL Financial. He is also an independent licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and manages portfolios that may include mutual funds, ETFs, fixed income, real estate funds, precious-metal ETFs, and insurance products.