David Forney

I am beyond blessed to have a career that I can say brings me immeasurable joy and fulfillment.

Finance is a daunting topic for many, but we have found that when leveraged effectively, it can create prosperity and opportunity for everyday families. I have dedicated my professional career to helping hard-working professionals and retirees achieve their financial goals and enjoy what matters most to them. Originally from Pennsylvania, I came to West Texas on a military assignment as a Second Lieutenant. I met my wife, Stacy, who is an El Paso native and clinical pharmacist at UMC. We have three beautiful daughters named Aria, Gianna, and Stella. We loved our time in the Southwest and decided to make it our permanent home in 2019. I am a Rotarian in the Rotary Club of West El Paso and serve as a board member for the Rio Grande Cancer Foundation. As an Edward Jones financial advisor, this is how we serve our families: 1. Who we serve: We help professionals and retirees across the U.S. manage their financial assets so that they can focus on what matters most to them. We can assist with a strategy designed to help you enjoy a comfortable retirement, navigate major life changes and serve future generations through a legacy strategy. If you already have started your financial journey, we are always happy to provide a second opinion. 2. What we do: a. First, we want to know what is important to you. Is it a dignified retirement, charitable giving, travel and leisure, or involvement in the community? Perhaps it is the financial freedom of simply spending more time with family. b. Next, we tailor a strategy to help you achieve your long-term goals. We practice goals-based advice that is focused on your priorities. c. We monitor and adjust along the way, maintaining regular communication to ensure we align with the many changes in your life. d. Eventually, many families want to ensure their hard work is reflected in their legacy and estate strategy. We work with families to ensure their goals are preserved through a multigenerational strategy. 3. How we do it: Investing has quickly become complex, impersonal and confusing. We keep things simple. At our office, we focus on three fundamental principles: quality investments, proper diversification and a long-term approach. When you work with our team, we are entering into a partnership where your lifelong goals become ours.