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Forge Financial Services
Home
About Us
Our Team
SmartVestor Pro
Our Services
Client Center
Contact Us
Home
About Us
Our Team
SmartVestor Pro
Our Services
Client Center
Contact Us
Charlotte Williams
PRESIDENT Geoffrey Weiss 3/27/24 PRESIDENT Geoffrey Weiss 3/27/24

Charlotte Williams

CEO | FINANCIAL CONSULTANT

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Christie Hughes
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Christie Hughes

VICE PRESIDENT | FINANCIAL CONSULTANT

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Doug Burleson
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Doug Burleson

CHIEF FINANCIAL OFFICER | FINANCIAL CONSULTANT

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John Dotson
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

John Dotson

CHIEF INVESTMENT OFFICER | FINANCIAL CONSULTANT

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Toni Selph
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Toni Selph

TULSA MANAGER | FINANCIAL CONSULTANT

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Chris Beard
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Chris Beard

ADVISOR DEVELOPMENT | FINANCIAL CONSULTANT

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Lee McCasland
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Lee McCasland

FINANCIAL CONSULTANT

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Scott Watson
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Scott Watson

FINANCIAL CONSULTANT

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David Gibson
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

David Gibson

FINANCIAL CONSULTANT

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Ben Lindsly
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Ben Lindsly

FINANCIAL CONSULTANT

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Kailey Miles
PRESIDENT Geoffrey Weiss 3/26/24 PRESIDENT Geoffrey Weiss 3/26/24

Kailey Miles

FINANCIAL CONSULTANT

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Katy Hylander
PRESIDENT Geoffrey Weiss 3/25/24 PRESIDENT Geoffrey Weiss 3/25/24

Katy Hylander

FINANCIAL CONSULTANT

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Madi DeBose
PRESIDENT Geoffrey Weiss 3/25/24 PRESIDENT Geoffrey Weiss 3/25/24

Madi DeBose

FINANCIAL ASSISTANT

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Jeff Rimer
PRESIDENT Geoffrey Weiss 3/25/24 PRESIDENT Geoffrey Weiss 3/25/24

Jeff Rimer

FINANCIAL CONSULTANT

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Empowering you through the heart of a teacher.

Formerly Shaw Financial Services LLC.

EXPLORE FORGE

About Us

Our Team

Smartvestor Pro

Our Services

Client Center

Contact Us

EDMOND OFFICE

2901 S. Bryant Ave.
Edmond, OK 73013

(405) 340-1600

tulsa office

4637 E 91st St.
Tulsa, OK 74137

(918) 592-1300


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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Forge Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial.

The SmartVestor program is a directory of investment professionals, Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Forge Financial or LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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