Our staff is composed of professionals ready to assist in all aspects of your financial life. You will become part of the FSI Family, knowing us all by name, and during office hours you will always be able to speak to a person, rather than a machine. In addition, we have developed a large network of trustworthy professionals who can help where we cannot, such as in specific areas of tax or law.
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Partner and Chief Portfolio Officer
Forrest has been involved in financial planning and asset management for almost four decades and is a seasoned financial executive.
Before becoming a partner in Financial Sources, Inc., he was vice president of finance and administration and treasurer of a large international firm. His prior positions have also included director, vice president, treasurer, and CFO for other international corporations.
Forrest's education achievements include receiving a BA and a BS in economics, with a dual major in mathematics and law and a minor concentration in engineering, from Ohio Northern University. He also earned an MBA in finance and accounting from Farleigh Dickinson University.
Phone Forrest: 800-450-0629, x104
Financial Advisor and Portfolio Manager
Charlie has five years of experience on Wall Street, specializing in brokerage and mutual fund accounts, along with 12 years of experience managing variable annuities and life insurance.
In addition to this industry experience, Charlie served as a member of the Life Office Management Association (LOMA) Equity Products and Annuity Committee for five years. He has earned his life and health insurance licenses and FINRA Series 4, 6, 7, 24, 26, 53, and 63 securities registrations.
Charlie graduated magna cum laude from Muhlenberg College with a bachelor's degree in business management. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.
Office Manager
Stacey has more than 35 years of office administrative experience. Her broad field of expertise stems from major corporations to education. She has been involved in avenues such as marketing, personnel, public relations, government, and now finance. Confidentiality, organization, and time management are strong points in Stacey’s work ethic. Many years of experience have given her the confidence and knowledge to handle any task and situation at hand. She strives to assist clients and coworkers in any matter to make them feel comfortable and at ease.