Sherwood (Woody) Forman, MBA, CFP^®, AIF^®

President and Wealth Advisor

Woody has a passion for empowering individuals to achieve their financial goals. With over a decade of experience in the industry, Woody brings a wealth of knowledge in investment strategies, financial planning and wealth management. As a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®, Woody is dedicated to providing comprehensive and strategic financial, tax and investment advice tailored to each client's unique needs and goals. Woody is also a proud University of Miami Alum and a lifelong resident of South Florida.
Outside of his professional work, Woody enjoys staying active, practicing golf to improve from being a terrible golfer to a mediocre one, and spending quality time with his wife, Aly, and playing with their dog, Theo.