Meet our Committed Team of Professionals
Greg Lavin, CRPS
President & CEO
Greg Lavin, CRPS
Founder & CEO
Wealth Management Advisor/Retirement Plan Specialist
Licenses: Series 6, 7, 63 and 66: Wisconsin Life, Accident & Health and Long Term Care
I have over 30 years of experience working in the Corporate Qualified plan and Wealth Management Industry. Starting as Lavin Financial and growing into Onward Financial Network as my business has grown. Today the Onward Financial Network name is more representative of the talented team that I have the pleasure to work with today.
From the beginning of my career I have had a desire to help everyone, regardless of financial stature, retire with dignity. I also have a desire to help businesses develop strategies to help them succeed and prosper. I have developed a proprietary employee education and Financial Wellness program, as well as a proprietary wealth management communication that is the hallmark of our work today.
I am graduate of the University of Stevens-Point, with a Bachelor’s of Science degree. I have interned with Northwestern Mutual and held positions in field management through the 25+ years affiliation. I helped build the Qualified Plan Specialist program in the early 2000’s through my work on the Northwestern Mutual Investment Services Advisory Board. I have sat on several National Industry Boards pertaining to Qualified Plans. In 2017 I co-authored a white paper on Financial Wellness and the effect of financial stress on the work place with several other known specialist through the industry. I am considered a thought leader in the interrogate workings of qualified plans and employee education as well as a national speaker in this subject matter.
I live in Green Lake Wisconsin on a small farm that I love and tend when I am not working. I am a social person and look forward to talking with you!
Kristen Massie
Vice President, Wealth Management Advisor
Kristen Massie
Associate Wealth Management Advisor
Licenses: Series 7, 63 and 65: Wisconsin Life, Accident & Health, CPFA
Starting my career in a financial crisis was not the way I planned it. However, after surviving the adversity and seeing the positive impact we had with our clients, it made me realize I chose the right career. Over the past 17 years in this industry, I have worn many hats which include Advisor’s Assistant, Compliance, and Associate Wealth Management Advisor.
As an Associate Wealth Management Advisor, I enjoy helping our clients achieve their financial goals by developing deep relationships, and truly understanding their changing situations. Beyond meeting with and advising clients, I’m also responsible for mutual fund research, portfolio design, and sit on our investment committee. With our commitment to objectivity, competency, and attention to detail, I feel I have found my home by joining our team in 2016.
Before moving to Fond du Lac in 2001, I lived in Upper Michigan. I enjoy spending time with my husband, Marc and our two sons, Trevor and Sean. I enjoy gardening, sports and traveling.
Kristen Saunders
Qualified Plan Specialist/Paraplanner
Kristen Saunders
Qualified Plan Specialist/Paraplanner
Licenses: Series 7, QPFC, Series 66
I am happy to have joined Greg’s team back in 2018 as the Qualified Plan Service Coordinator. Over the years my position has evolved as I have had the privilege of helping plan sponsors with managing their corporate retirement plans for many years but have also started taking on more responsibility with helping our 401(k) plan participants to learn more about saving for retirement and how they can reach their retirement goals. This industry is constantly changing so staying educated is very important to me. I reside in Kewaskum with my fiancé and children and some of my hobbies include cooking and fishing. I also love to travel when I can, as well as attend the numerous fairs and festivals Wisconsin has to offer. I look forward to meeting you!
MaryBeth Cabell
Operations Manager
MaryBeth Cabell
Operations Manager
Licenses: Series 7 and 66.
I have over 20 years of experience in the financial sector and am passionate about building relationships with my colleagues and clients. I look forward to working at Onward Financial as the Wealth Management Operations Manager.
My values and experience align with Onward Financials' core principles of objectivity, competency, and attention to detail, which makes me feel at home. I hope and desire that my extensive financial industry background will provide exceptional service (with a smile) to our clients.
Over my career, I have had the pleasure of working at Prudential Investments, Morgan Stanley, and RW Baird. The roles I excelled at were mortgage-backed securities bond analyst and investment consultant on a large high-production team and back-office operations support.
I graduated from Penn State University, with my bachelor's in Labor and Employee Studies. I currently live in Whitefish Bay with my husband and two high school-aged children (Caroline and Jack). We have been blessed by living in various locations in the US, as well as Germany and Spain. We also have two adorable mother-and-son golden retrievers (Charlotte and Scooby). In my free time, I like to read, bake, travel, shop, and take walks or bike around the Village.
Sean Massie
Wealth Management Associate
Sean Massie
Wealth Management Associate
Hi, my name is Sean Massie and I am excited to have joined this team in June of 2022. In the short time that I have been working in this office my perceptions about financial adivising have changed drastically. Seeing all the meticulous work put into each and every client is eye opening. Joining this team has been a wonderful experience and I cannot wait to learn more in the future.
I will be attending College at the University of Oshkosh where I will be majoring in Business. Outside of work I like to spend my time going to the gym, listening to music, and spending time with friends and family. I am also a major sports fan (Go Vikings!).
7 S. Main Street
Fond du Lac, Wisconsin
(920) 273-0007
Services
About Us
Resources
Copyright ©2020-2025 Onward Financial Network. All Rights Reserved. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an off to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Onward Financial Network. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc.