JUDSON FORNER, CFP® CRPC®
Vice President of Investment Operations

Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, he leads the teams directly responsible for processing all investment-related business submitted through Valmark. In addition, he oversees the trading and RIA teams, manages relations with Valmark’s three custodial platforms and participates on the Product, DOL and Star Ranking™ committees. Mr. Forner presents on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit (formerly School of Life) and School of Excellence conferences, as well as higher education institutions such as Ursuline College and The Ohio State University. He has been quoted in industry publications including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his FINRA Series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable Insurance licenses, Mr. Forner earned a BBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR^SM.