More About Forward Financial

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Certified Tax Preparation & Planning Expert

I’m a CPA with over 15 years of experience helping businesses grow and individuals plan for their financial futures. I’ve served as CFO at BFit Gym and Director of Accounting at Approval Payment Solutions (now Evolve), and I currently consult for the Indiana Small Business Development Center, training entrepreneurs in bookkeeping and QuickBooks.


I’m a Certified QuickBooks Online ProAdvisor, passionate about making financial concepts clear and actionable. Whether it’s tax planning, profitability strategies, or just getting the books in order—I love helping people feel confident about their money.


Outside of work, I’m all about family, fitness, and the outdoors. I live in Newburgh, Indiana with my amazing wife Brooke and our seven kids. If I’m not working out or fishing, I’m probably chasing one of them around the yard.

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Trusted Expertise, Delivered Virtually

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Personalized Service

We offer personalized accounting solutions for your unique needs. We provide expert guidance and we ensure that your financial goals are met with accuracy and efficiency.

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Integrity and Trust

We have built our reputation over the years by delivering quality service. Honesty is the core of everything we do, so you can be confident in choosing us as your partner.

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Purpose-Driven

We are committed to helping you achieve your financial goals with purpose-driven strategies. Our focus is on delivering meaningful results that align with your success.

Why Choose Us?

When it comes to your finances, you deserve more than just someone who crunches numbers. At Forward Financial Services, you get a dedicated partner who takes the time to understand your situation, communicates clearly, and delivers results you can count on. Our virtual model means professional accounting services are always accessible, whether you are a business owner managing growth or an individual planning for the future. We combine real expertise with a personal touch that larger firms simply cannot offer.


  • CPA Level Expertise - With over 15 years of experience across business and individual finance, you get seasoned expertise applied directly to your unique situation.
  • Fully Virtual and Convenient - No office visits required. Our streamlined virtual process makes working with a professional accountant easier than ever.
  • Personalized for Every Client - We never take a one-size-fits-all approach. Every strategy and solution is built around your specific goals and financial picture.
  • Rooted in the Evansville Community - We are a local firm that genuinely cares about the people and businesses we serve right here in the Evansville area.
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What Our Clients Are Saying

We're proud to serve businesses and individuals across the Evansville area. Don't just take our word for it, hear it straight from the people we work with every day.