Meet our Committed Team of Professionals
Greg Lavin, CRPS
Founder & 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
Associate Wealth Management Advisor
Kristen Massie
Associate Wealth Management Advisor
Licenses: Series 7, 63 and 65: Wisconsin Life, Accident & Health
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.
Rodney Smith
Associate Wealth Management Advisor
Rodney Smith
Associate Wealth Management Advisor
Licenses: Series 6, 63 & 65. Wisconsin Life, Accident & Health
Working for over a decade in the Investment Industry is certainly a far stretch from where I began. I grew up on a farm, ran a chainsaw for many years, and even worked in a Molecular Biology lab doing stem cell research, before joining a major national bank and getting a taste for finance. I had the privilege of owning my own insurance and investment firm for 10 years before joining Greg’s team.
As a Wealth Management Advisor my job is to listen to our client’s needs, unique situations and understand what they are working toward. My promise has always been “I will always do what is in the best interest of my client.” Establishing a good rapport and truly acting in good faith is satisfying for me. It is also very refreshing to work in an office with talented people.
I was born and currently live in Green Lake with my wife Jennifer. We have a full house with three daughters, three cats, and a dog. I am a graduate of both Ripon College with a Bachelor of Arts degree and UW-Oshkosh with a Masters of Science. I like to call myself a Badger for being part of the Madison University system. In my free time I enjoy spending time with my family. I do a lot of hunting, fishing, camping and regional travel (I like discovering Wisconsin), and am a die-hard Badgers, Packers and Brewers Fan.
Michelle Oldham
Wealth Management Registered Assistant
Michelle Oldham
Wealth Management Registered Assistant
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 Registered Assistant, 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.
Jamie Gonzalez
Wealth Management Administrative Assistant
Jamie Gonzalez
Wealth Management Administrative Assistant
Licenses: Wisconsin Life, Accident & Health
Hello, my name is Jamie Gonzalez. Some of you may remember me and I may have talked to many of you as I joined Greg’s team in 2013 as a 401(k) Service Coordinator. I pursued other career options for a short stint but am excited to be back and be a part of Greg’s Onward Financial Network team.
Since my return I have a number of different roles. These roles include assisting the Associate Wealth Management Advisor with preparing paperwork, assisting with the VIP Program and helping service the 401(k) plans. While working in the financial industry I have gained a broad knowledge of this field.
I have over 20 years of customer service experience and enjoy being able to help people wherever I can. I hold a Life, Health and Accident Insurance License and plan to obtain a securities license in the near future.
Outside of work I enjoy a range of activities which include being outdoors, working on brain teasers and puzzles, and spending time with my husband AJ and daughter Piper.
Kristen Saunders
Qualified Plan Service Coordinator
Kristen Saunders
Qualified Plan Service Coordinator
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!
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
Services
About Us
Resources
Copyright ©2020 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 Securities America Inc., Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc.
Onward Financial Network and Securities America companies are separate entities. Visit FINRA’s Broker Check