Forward Investment Advisors
ABOUT
Forward Investment Advisors
Forward Investment Advisors, Inc. seeks to clearly define and achieve your financial goals. Through evaluation of your specific financial situation and objectives, our services are designed to provide you with a deeper understanding of your financial life.
As your investment advisor, we are focused on utilizing investments and services that fit within your risk parameters.
Our Team
Gregory E Jones, President
gjones@forwardinvestmentadvisors.com | Phone: (608) 833-9400
Greg is a principal and president of Forward Investment Advisors, Inc. He is a graduate of the College for Financial Planning and received his business degree from Taylor University.
He is a SmartVestor Pro who specializes in client goal design and portfolio management. He began his investment career in Indianapolis, IN where he worked in the financial planning business and moved to Madison, WI in 2001. He is married with two children.
Manda R. Jones,
Office Manager/Efficiency Expert mjones@forwardinvestmentadvisors.com | Phone: (608) 833-9400
Ray is a principal and chairman of Forward Investment Advisors, Inc. Ray has a BBA and MBA from the University of Wisconsin-Milwaukee and is a Chartered Financial Analyst (CFA).
He began his career as an analyst with Robert W. Baird and has worked with the Wisconsin Alumni Research Foundation (WARF), Firstar Bank of Madison, and co-founded Thompson, Unger & Plumb, Inc. He was the president of the Thompson, Unger & Plumb Balanced and Growth mutual funds and formed Unger Capital Management in 1993.
He has been a featured guest speaker on CNNfn, participated in the annual Capital Times Investment Challenge and wrote a weekly column for the Madison Capital Times newspaper entitled 'Confessions of a Money Manager' for over 12 years. He also teaches economic and financial courses at Upper Iowa University. He is an avid golfer and is married with two daughters.
Manda has worked with Forward Investment Advisors for over 15 years. She graduated Cum Laude from Taylor University. She specializes in procedural organization and client service. She is an amazing mother of two, LOVES baking and all things food, and has the most wonderful laugh and smile.
Her organizational skills, attention to detail, and engaging personality bring a warmth to the often staid world of finance.
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