Who We Are


Clark Forward, Founder

Clark entered the field of financial services immediately following graduation from the University of Michigan. Shortly thereafter, he moved to Chicago and established Forward Financial. 

Throughout his career, Clark has built a reputation for his unique ability to manifest client outcomes that are deeply meaningful and hopes to expand happiness. At the mere age of 40, with 18 years of experience, Clark will continue to create this unique value for his clients well after they have the opportunity to retire. 


Meghan Rooney

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 mutual commitments 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. CA Insurance License #0543472

Cash flow – income from one’s assets, employment, or business – is the foundation upon which financial success is built.

Check the background of our investment professionals on FINRA's BrokerChecks

Contact Information

150 N. Wacker Drive Suite #2250

Chicago, IL 60606