Forness Financial’s advisors have over 60 years of combined experience. Norm became a licensed financial advisor in 1997, Ryan in 1998, and Kim in 1999. In 2005, they teamed up to form Forness & Forness with Ameriprise Financial. In 2014, they took the team to the next level as independent, institutional advisors forming Forness Financial LLC.

Norman A. Forness, JD, CRPC®

Private Wealth Advisor
Managing Principal
norm@fornessfinancial.com

Norm brings extensive financial and business experience to his current position at Forness Financial. For over 20 years, he has been a Personal Financial Advisor. During that time he has been a Financial Advisor with Ameriprise Financial, a Senior Vice President of Forness & Forness, and now a Private Wealth Manager and Managing Principal of Forness Financial LLC. Prior, Norm had a long and diverse business career with Siemens AG including Vice President of the New York and New England regions.

Norm earned a Bachelor of Science degree in Business Administration from The University of Buffalo and he holds a Juris Doctor degree in law. Additionally, Norm holds the CRPC® designation as a Chartered Retirement Planning Counselor.

Norm and his wife, Beth, enjoy spending time with their four grandchildren.

Ryan C. Forness, CRPC®

Private Wealth Advisor
Managing Principal
ryan@fornessfinancial.com

Ryan has been a Personal Financial Advisor for over 20 years. During that time, he has been a Financial Advisor with Ameriprise Financial, a Senior Vice President of Forness & Forness, and now a Private Wealth Manager and Managing Principal of Forness Financial LLC. Ryan holds the CRPC® designation as a Chartered Retirement Planning Counselor.

Ryan graduated from the University of Georgia in 1997 where he earned a Bachelors of Business Administration with a degree in Finance. Soon after, Ryan moved from Atlanta to Boston to work along side his father. The following year Ryan met his wife, Kim, who is a native of Boston. Now Ryan and Kim have 11-year-old boy/girl twins.

Ryan is actively involved in fundraising for the Down syndrome community.

Kimberly S. Forness, CFP®

Private Wealth Advisor
Certified Financial Planner™
kim@fornessfinancial.com

Kim Forness is a Certified Financial Planner™ and Private Wealth Advisor with Forness Financial. Kim began her career at American Express Financial Advisors where she worked as a Personal Financial Advisor. Later, she was hired by the Massachusetts Institute of Technology as a Retirement Counselor and was promoted to Retirement Plans Manager. She subsequently took a position at Whitehead Institute where she worked as a Projects Manager and an Officer of the Corporation.

Kim earned her B.A. from Bowdoin College in 1998. She was a Fulbright Scholar for the 1998-1999 academic year and taught English in Berlin, Germany. She earned a Certificate in Financial Planning from the Boston University School Center for Professional Education and became a Certified Financial Planner™ in 2005. Kim brings a wealth of retirement planning knowledge and professional expertise to Forness Financial.

In her free time, Kim is an active supporter of the Down syndrome community.