Broker Check

Team

Douglas Turner, CFP®

Founder and Managing Director

303-243-5700

303-243-5701

douglas.turner@lpl.com

Douglas Turner, CFP®, MBA is Founder and Managing Director of Forward Financial Strategies.  Douglas brings to bear over 25 years of business, consulting and financial services experience to help clients build and protect wealth.   

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Gloria Rotner

Administrative Assistant

(970) 397-4971

g.rotner@lpl.com

Gloria Rotner has provided administrative support to Forward Financial Strategies and its clients since 2013. She began her investment industry career in 1999 with Morgan Stanley Dean Witter in Boulder, Colorado, and has extensive...

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Heather Palumbo

ParaPlanner / Portfolio & Investment Research Coordinator

heather.palumbo@lpl.com

Heather is responsible for providing portfolio research and analysis to Douglas Turner and other financial advisors affiliated with Western Wealth Advisors.  She offers insight and analysis for existing portfolios and provides...

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