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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
- marisas at fwdinvest dot com
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
- mattk at fwdinvest dot com
Nathan Bilodeau
Financial Advisor
- Main Phone
- 715-389-6360
- nathanb at fwdinvest dot com
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
- pattyf at fwdinvest dot com
Rick Flora
Financial Advisor
- Main Phone
- 715-748-4592
- rickf at fwdinvest dot com
Scott Wucherpfennig
Financial Advisor
- Main Phone
- 715-389-6360
- scottw at fwdinvest dot com
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.
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