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Forward Bank

Meet Our Advisors

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

Scott Wucherpfennig

Financial Advisor

Main Phone
715-389-6360
Email
scott.wucherpfennig at ceterais 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

Marisa Steinbach

Financial Advisor

Main Phone
715-389-6360
Email
marisa.steinbach at ceterais 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

Nathan Bilodeau

Financial Advisor

Main Phone
715-389-6360
Email
nathan.bilodeau at ceterais 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®

More about Scott, Marisa, and Nathan

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.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:

*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Advisory services may only be offered by Investment Adviser Representatives. For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services nor any of its representatives may give legal or tax advice.