Kent Forkner

My grandfather-in-law deeply inspired me with his financial management success but even more as one who cared deeply for people and their faith life. This was evident through his donations of money and time to support people and like-minded organizations.

I bring a good mix of midwestern values and people skills through growing up in Fargo, ND and undergrad in the Chicago area. That background is enhanced through business school and career experience managing money for institutions and wealthy clients on the East Coast.

Clients who, like me, understand that they do not fully know their future self. That approach helps us provide great investment and planning advice with doses of humility and flexibility.

Colleagues think like owners – because we are – through our partnership, and therefore aligned interests, with clients.

My wife, Lisa, and I volunteer our leadership skills for places that are important to us (such as Camp Brookwoods in NH) and allow us to use or talents and gifts for the greater good — especially as it involves sharing our faith. We are truly blessed to have those opportunities.

A love for the outdoors through hobbies like golf, pickleball, boating, and fishing that provides the needed respite beyond work and other demands of life.

Helping clients discern or see results through the question, “What’s the money for?”

Trust and humility — look for an advisor who you can trust and also has the needed humility.