About Forward Financial Services
🏡 About Me
I’m a proud husband to Brooke and father of seven, living in Newburgh, Indiana, where faith, family, and financial stewardship guide everything I do. With over 15 years of experience in accounting and a CPA license since 2010, I’ve built a career helping both businesses and individuals thrive financially.
💼 Professional Journey
My career has spanned leadership roles including Chief Financial Officer at BFit Gym and Director of Accounting at Approval Payment Solutions (now Evolve) and working for a local CPA firm. I currently serve as a consultant to the Indiana Small Business Development Center, where I train entrepreneurs in bookkeeping and QuickBooks—empowering them to take control of their financial future. I’m also a Certified QuickBooks Online ProAdvisor.
💡 What Drives Me
I’m passionate about helping business owners increase profitability through smart financial strategies and operational clarity. I also love working one-on-one with individuals to plan for their financial futures, with a strong focus on tax planning and long-term resilience.
🌿 Outside the Office
When I’m not crunching numbers, you’ll find me outdoors—fishing, working out, or spending quality time with my family. Whether it’s a quiet moment at home or a lively dinner with my crew, I believe life’s richest rewards come from meaningful relationships and purposeful work.
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.
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.
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.
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.
Call us for a Free Consultation
Ready to take control of your finances? Contact us today to schedule a free consultation to learn how we can help you achieve your financial goals. Our team is here to provide personalized solutions for you. Reach out today and let’s start building a successful financial future together!