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.
Michelle Oldham
Wealth Management Operations Team Lead
Michelle Oldham
Wealth Management Operations Team Lead
Licenses: Series 6, 7, 63 and 65: Wisconsin Life, Accident & Health
I have over a decade of experience working in the financial and insurance industries. My experience includes working as a Disability Specialist, Retirement Representative and a Financial Advisor. I took a short break from the financial industry selling greases and lubricants, but quickly found out the financial world is where I belong.
At Onward Financial Network as the Wealth Management Operations Team Lead, I provide proactive service and I am the lead on client communication and follow-up. I look forward to talking with you! I also work behind the scenes prepping for review meetings, preparing paperwork and making sure things run smoothly. I sit on our Investment Committee where we research and review our mutual funds on a quarterly basis.
A lifelong Wisconsin resident, I currently reside in West Bend with my husband, Isaac and our 2 children, Brayden and Zoey. I enjoy hiking and being together as a family. I am an Autism Advocate and a cat lover.
Kristen Saunders
Qualified Plan Service Coordinator
Kristen Saunders
Qualified Plan Service Coordinator
QPFC
Hi, my name is Kristen Saunders and I’m happy to have joined Greg’s team, working in the 401(k) division. So far I have learned a lot of things about 401(k) plans and saving for retirement that I wish I had known prior! I spent 7 years in the food/beverage industry and 9 years in the printing industry working in the accounting/purchasing/customer service capacity so working in this industry is a refreshing change for me.I grew up in Chicago but have slowly made my way north over the years to Kewaskum, where I currently live with my fiance Troy and our three children Aiden, Austin and Shaelyn.
My hobbies include cooking and fishing. I love to travel when I can as well as attend the numerous fairs and festivals that Wisconsin has to offer.
I look forward to meeting/working with all of our 401(k) administrators and please feel free to reach out to me any time you need anything. I am happy to help!
Taylor Wojnowski
Wealth Management Assistant
Taylor Wojnowski
Wealth Management Assistant
Hi, my name is Taylor Wojnowski and I am excited to have been brought onto the team working as a Wealth Management Assistant. I have just a few months experience in the financial world, but have worked customer service for many years. As soon as I started learning and growing in the financial world I knew it was for me! In the near future I will obtain my Series 7 and 65 licenses along with Life & Health, so I can keep growing within the industry. Outside of work I enjoy doing a variety of activities outdoors such as hiking, spending time with my family and friends, and traveling when time allows!
Kelsey Miskov
Office Assistant
Kelsey Miskov
Office Assistant
I was welcomed into the team in March of 2020. Currently working as the office assistant/receptionist, I get a good look of what it takes for the show to run smoothly. Joining the team was one of the best decisions I have made, gaining knowledge and experience with the financial world. I am very excited to learn and grow with Onward Financial Network.
Being a Fond du Lac native I enjoy the classics the town has to offer such as Fondue Fest, Thursday night bands by THELMA, and Walleye Weekend. Spending time with my family and friends, traveling, and cooking are just a few of my favorites.
7 S. Main Street
Fond du Lac, Wisconsin
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