• View Our Locations.
  • How to Contact Us.

Forward Bank

Meet Our Advisors

Real people committed to helping pursue your financial goals, whether they be short-term or long-term.

Marisa Steinbach

Financial Advisor

Main Phone
715-389-6360
Email
marisas at fwdinvest dot com
Visit My Site to learn more about Marisa Steinbach

Series 7 and 66 securities registrations

Life Insurance and Accident & Health Insurance Licenses

Chartered Retirement Planning Counselor

Matt Krueger

Financial Advisor

Main Phone
715-748-4592
Email
mattk at fwdinvest dot com
Visit My Site to learn more about Matt Krueger

Nathan Bilodeau

Financial Advisor

Main Phone
715-389-6360
Email
nathanb at fwdinvest dot com
Visit My Site to learn more about Nathan Bilodeau

Series 7 and 66 securities registrations

Life Insurance and Accident & Health Insurance Licenses

Certified Wealth Strategist®

Patty Flora

Financial Advisor

Main Phone
715-748-4592
Email
pattyf at fwdinvest dot com
Visit My Site to learn more about Patty Flora

Rick Flora

Financial Advisor

Main Phone
715-748-4592
Email
rickf at fwdinvest dot com
Visit My Site to learn more about Rick Flora

Scott Wucherpfennig

Financial Advisor

Main Phone
715-389-6360
Email
scottw at fwdinvest dot com
Visit My Site to learn more about Scott Wucherpfennig

Series 7, 63, and 65 securities registrations

Life Insurance and Accident & Health Insurance Licenses

More about our team

SCOTT WUCHERPFENNIG
Scott has been working in the field of financial planning since 2003 and joined Forward Investment Services as a Financial Advisor in August 2006.

Scott was born and raised in the Marshfield area, where he now resides with his wife and two daughters. He enjoys walking, biking, tennis, volleyball and family vacations to warm destinations. 

 

MARISA STEINBACH
Marisa has been working in the field of financial planning since 2008 and joined Forward Investment Services in August 2016.

Marisa resides in Marshfield with her husband and two sons. She is active with the Marshfield Sunrise Rotary, Marshfield Youth Soccer Association, Marshfield Area United Way, Marshfield Area Chamber of Commerce, and is a Community Development Authority commissioner.

 

NATHAN BILODEAU
Nathan has been working in the banking industry since 2010 and joined Forward Investment Services in December 2019

Nathan resides in Medford with his wife and daughter. He is the President of Medford Rotary, a board member of Medford Youth Soccer Association, and Head Coach for Boys Varsity Soccer at Medford Senior High School.

*Not FDIC Insured *No Bank Guarantee *May Lose Value

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): WI, CA, FL, IL, MN, TN, TX and SD.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.