Brennen Forster

As a Financial Advisor and Co-Founder of Forster & Schursky Company, I help clients gain a clear understanding of their financial situation and its potential trajectory.

My onboarding process begins with a thorough analysis of how clients arrived at their current financial position, laying the foundation for our partnership. From there, I project how their financial framework might evolve if no changes are made, guiding them through various scenarios and testing different variables to provide a comprehensive view. This approach empowers clients to make informed decisions that are stress-tested to perform effectively under all circumstances. As part of the onboarding process, I help clients create a custom financial structure that keeps them in a constant state of calibration and decision-making. I emphasize ongoing guidance and a hands-on approach, ensuring that I adapt and refine the plan alongside clients over time. This continuous support enables them to navigate their financial journey with confidence and clarity. Before establishing my practice, I pursued an aspiring baseball career, playing Division 1 baseball at NYIT and later at the professional Independent League level. I've applied the lessons learned from my baseball career to both life and business, shaping my approach and offering unique perspectives when advising clients. My MBA background has further equipped me to build a relationship-driven business, which I believe is the cornerstone of successful financial advising. I collaborate closely with clients to understand their unique goals—regardless of age or socioeconomic status—and foster relationships grounded in respect, trust, and mutual commitment. Outside of my professional endeavors, I continue to enjoy playing organized baseball in the summer and skiing in the winter. I currently reside in New York City with my wife, Maranda, whose support and insights enrich both my personal and professional life.