Edward Jones - Financial Advisor: Dave Forney, CFP®|AAMS™|CRPC™

My work is a philanthropic act. Many people view finance as a minefield, but we use it correctly to balance families' wealth and happiness every day. My professional life is spent helping professionals create a successful working lifestyle that achieves all their financial goals while allowing them to enjoy what they love. These include work and recreation, holidays spent with family and loved ones, and the triumph of sailing the world. To do this better, I furthered my CFP® designation. I am a native of El Paso and a clinical pharmacist with UMC, and Aria is our child. Alongside my running 5Ks and occasional marathons, I play tennis and golf, travel, enjoy the outdoors, and plan to be the president of West Side Rotary Club and a board member of Youth For Christ and Rio Grande Cancer Foundation. I am proud and blessed to work with Edward Jones Financial Advisors to serve families. 1. Who do we serve? Our team helps professionals in America and their families wisely and confidently handle their finances so they can focus on what is most important to them. Our team can assist with your strategy where you live a dignified retirement, navigate the major turns in life, and preserve the legacy strategy for future generations. As long as you have begun your financial journey, we are happy to provide a second opinion. 2. We do this: a. We understand what your priorities are and what matters to you. Is it retirement with dignity, charity, leisure travel, volunteering to make a difference, or something else? Is it having the freedom to spend more time with your family, or maybe it is financial freedom? b. We create a plan to help you achieve your long-term goals. Our goal-based strategy is unique, and it focuses on your priorities and objectives. c. Our team adapts to your changing needs, monitoring your progress and keeping in touch regularly. Many families hope to see the results of their efforts and sacrifices in their estate and legacy plans. Through a multigenerational strategy, we work with families to create the future their children and grandchildren deserve. 3. We do it this way: Investing has become complex, personal, and overwhelming. Our office has a simpler approach: Quality investments, proper diversification, and a long-term outlook. When we work together, we are entering into an agreement with you.

Dave Forney has consistently garnered exceptional feedback from clients with many positive reviews full of praise. Several clients have remarked that he is well-versed, trustworthy, and committed to his clients' wellbeing. Mr. Forney evidently goes above and beyond to deliver on his brand promises, positioning him as an excellent financial advisor. He is perceived as someone who listens and understands his clients' needs, providing answers and raining investments to meet their specific wants. His help and support are highly appreciated because he has a great ability to clearly articulate financial advice. Customers consistently praise him as the best financial advisor. Many of them have said that they have learned so much from him and are on the right track in their financial investments and retirement plans. He is a very credible, patient, and knowledgeable financial advisor who has attracted many clients. In general, Mr. Forney has become one of the most requested wealth managers in the industry since he truly cares for his clients.