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 Service Coordinator
Kristen Saunders
Qualified Plan Service Coordinator
QPFC
I am happy to have joined Greg’s team back in 2018 as the Qualified Plan Service Coordinator. 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 am in the midst of getting fully investment licensed with the series 7 and 65 licenses and also aim to pursue as many qualified plan designations as I can. I reside in Kewaskum with my fiancé and 3 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!
Dan Bollman
Wealth Management Team Lead
Dan Bollman
Wealth Management Team Lead
I am very excited to be here at Onward Financial Network as their Wealth Management Team Lead. I have spent my entire professional life in the sales world. My sales experience spans a wide variety of industries from knives to shoes, to phones, and even boats, and so many more. I will be switching things up and handling the operational side of things is going to be a lot of fun. While I am handling the operations at Onward, I will also be studying for my licensing exams so I can better understand this industry. In keeping with the theme here I am also a Minnesota Viking fan and that is what takes up every Sunday from August to February for me. The other hobbies I have are going to the gym, poker, and disc golf. I recently adopted a corgi puppy named Duck, so he takes up most of my time outside of work as well. (HE CHEWS EVERYTHING!!!) I am excited to work with everyone and to meet all of the people who work with Onward. If anyone ever has questions regarding their wealth management plan, please reach out to me whenever you can. Thank you.
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!).
Kelsey Miskov
Wealth Management Associate
Kelsey Miskov
Wealth Management Associate
I was welcomed into the team in March of 2020. Currently working as a Wealth Management Associate, 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
(920) 273-0007
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