Today our class had the opportunity to spend time with CEO Board Members and John Forbes, owner of Forbes Financial Group. Their goal is simple yet powerful — to truly know their clients, not just their thoughts about money. 💡

John shared how any financial advisor can offer a strategy, but Forbes Financial Group focuses on building relationships that feel like family through intentional strategies and genuine care.

We appreciated John’s transparency as he shared his story, challenged us with thought-provoking “young professional” questions, and gave us an exclusive tour of his new, state-of-the-art facility.

Thank you, John and team, for showing us what it means to lead with purpose and people first! 🙌🏽

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