Who We Are
Clark Forward, CExP is the founder of Forward Financial.
Clark entered the field of financial services immediately following graduation from the University of Michigan. Shortly thereafter, he moved to Chicago and established his firm Forward Financial. Clark has built a reputation for his unique process that transforms the client experience. With 18 years of experience at the age of 40, he will continue to deliver this client experience well after his clients have the opportunity to retire.
Meghan joined the Forward Financial team in 2013 after beginning her career in the financial services industry upon graduation from college. Meghan graduated from DePaul University in 2011 with a major in Business Administration focused on Finance.
She plays an integral role on the Forward Financial team ensuring that the client’s objectives are met in a timely and efficient fashion. As she continues to expand her responsibility and develop her experience, she will remain committed to the team’s first mission: providing exemplary service and VIP client experience.
Of Counsel to Forward Financial: William J Rooney CLU ChFC
Bill Rooney, the father of Meghan Rooney, is a seasoned and credentialed professional with focus on business and executive planning for closely held firms. Prior to affiliating with our firm, Bill founded and operated Rooney Crull Financial and Insurance Services since 1981.
He currently resides in Arizona and is licensed in several states throughout the country.
Central to Forward Financial’s philosophy is that cash flow – income from one’s employment, business, or assets – is the foundation upon which financial success is built.