Resources

We understand as a company and as individual members of the community that this is a difficult and unsettling time for everyone. During this period of uncertainty, we want to continue to reach out and make all of our enrollees aware of the resources we have available at the Onward Financial Network to help give you the peace of mind to stay the course and know you, your families, and your businesses are positioned to weather the storm. In the event a course correction might be warranted, we also want you to know that we are here for you and we have the capability to meet with you remotely and safely in a variety of ways to deal with your concerns. Peace of mind often comes from effective preparation and planning and we have a TEAM of professionals available and dedicated to helping you REACH YOUR GOALS.

Whether you would like to have a simple conversation about your concerns and/or you are interested in beginning to engage in a detailed financial plan, we are here to help. Any of our staff are ready to answer questions you might have. Below are links directly to their email. Take advantage of our resources, we will assist with both offensive and defensive planning.

Greg Lavin
Wealth Management Advisor

Kristen Massie
Associate Wealth Management Advisor

Rodney Smith
Associate Wealth Management Advisor

Jason Schoeffler
Financial Services Coordinator / Insurance Specialist

Kristen Saunders
Qualified Plan Service Coordinator – 401(k)

Michelle Oldham
Wealth Management Registered Assistant

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