Sherwood (Woody) Forman, MBA, AIF®

Woody manages interactions with regulatory agencies, investment companies, and retirement plan providers to ensure our strategies are implemented with precision. Woody earned the Accredited Investment Fiduciary® Designation in 2021, holds the FINRA Series 65 license, and is also a Florida Licensed Health & Life Agent. Woody graduated from The University of Miami with his Bachelor’s degree in Accounting, and earned his MBA from Lynn University.