Meet the People
Behind Forge

Our success is firmly rooted in our people.

At Forge you can always talk or meet with a real person who will answer your questions. Our Team is passionate about helping our clients feel confident and knowledgeable about investing.

Advisory Team

Featured
Charlotte Shaw
Charlotte Shaw

PRESIDENT

Christie Hughes
Christie Hughes

VICE PRESIDENT

Doug Burleson
Doug Burleson

CHIEF FINANCIAL OFFICER

John Dotson
John Dotson

CHIEF INVESTMENT OFFICER

Toni Selph
Toni Selph

FINANCIAL CONSULTANT

Chris Beard
Chris Beard

ADVISOR DEVELOPMENT

Lee McCasland
Lee McCasland

FINANCIAL CONSULTANT

Scott Watson
Scott Watson

FINANCIAL CONSULTANT

David Gibson
David Gibson

FINANCIAL CONSULTANT

Jonathan Pixley
Jonathan Pixley

FINANCIAL CONSULTANT

Ben Lindsly
Ben Lindsly

FINANCIAL CONSULTANT

Jeff Rimer
Jeff Rimer

FINANCIAL CONSULTANT

Operations

Featured
Donna Moore
Donna Moore

DIRECTOR OF OPERATIONS

Geoffrey Weiss
Geoffrey Weiss

DEPUTY COMPLIANCE OFFICER

JoNell Boston
JoNell Boston

ASSISTANT DIRECTOR OF OPERATIONS

Service Team

Featured
Jordan Long
Jordan Long

CLIENT SERVICE MANAGER

Kim Fulkerson
Kim Fulkerson

CLIENT SERVICE MANAGER

Nancy Frederick
Nancy Frederick

CLIENT SERVICE MANAGER

Laura Bridgewater
Laura Bridgewater

CLIENT SERVICE MANAGER

Holly Hooker
Holly Hooker

MARKETING COORDINATOR

Taylor Carter
Taylor Carter

RECEPTIONIST

Melissa Bowlin
Melissa Bowlin

OFFICE MANAGER

SCHEDULE A MEETING

We’re Here to Help.

We welcome the opportunity to meet you and introduce you to our team of advisors. Contact us today to schedule an appointment and start your journey to financial freedom.