The
Forte
Impact
Team

Jeff built Forte on a belief that financial planning should serve the whole person — not just the portfolio. He works side by side with business owners, nonprofits, and families to make sure every plan is as creative as it is precise.

Brian's planning philosophy is built around one discipline: clarity. With specialized expertise in retirement income, long-term care, and comprehensive wealth strategy, he turns complex financial situations into confident decisions.

Alec brings a mathematician's discipline to investment strategy — building portfolios that align precisely with each client's plan, timeline, and risk tolerance, and staying the course through every market cycle.

Beth is the connective tissue of the Forte client experience — making sure every touchpoint is handled with care, consistency, and genuine warmth. When you reach out to Forte, Beth is often your first connection.

Teresa brings over 20 years of banking and mortgage experience to every client relationship — with empathy first, expertise second, and a people-first approach that makes clients feel taken care of, not just advised.