Michael J. Forney
About Michael J. Forney
Michael J. Forney is a Financial Wellness Specialist at Newfront in Jacksonville, Florida, with a background in financial planning and investment advising. He has experience in various financial roles and is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning.
Work at Newfront
Michael J. Forney has been employed at Newfront (formerly ABD) as a Financial Wellness Specialist since 2021. In this role, he focuses on advocating for employee financial wellness by integrating essential financial concepts into 401(k) education. His responsibilities include providing employee education on financial wellness strategies and leveraging his extensive knowledge of employer-sponsored retirement plans, particularly the 401(k).
Previous Experience in Financial Services
Before joining Newfront, Forney worked as a Paraplanner at Ameriprise Financial Services, LLC from 2019 to 2021 in the Louisville, Kentucky area. He also served as a Financial Planning Intern at Everence in 2018 and had a brief tenure as a Solar Specialist at Momentum Solar in 2021. His experience includes building financial plans for families and businesses, which has contributed to his depth of knowledge in financial planning.
Education and Expertise
Forney studied Finance at Mount Vernon Nazarene University, where he earned a Bachelor of Science degree from 2015 to 2019. His education has equipped him with a broad range of financial knowledge, including investments, retirement accounts, and savings strategies. He also possesses expertise in high-level tax benefits associated with various retirement accounts.
Background and Community Involvement
Forney completed his high school education at Eastlake North High School from 2011 to 2015. He is actively involved in his local church, contributing to community initiatives. His previous roles include working as a Sales Representative at CUTCO Cutlery and as a Technical Support professional at CT Consultants, which provided him with diverse skills applicable to his current financial wellness focus.
Personal Interests
In his free time, Forney enjoys running and watching Cleveland Indians baseball. These activities reflect his commitment to maintaining a balanced lifestyle while pursuing his professional goals in financial wellness.