• Connie Fornberg

    Client Service Associate

Connie joined Family Wealth Planning Group in January 2018. As a client service associate, she is responsible for new account set up, money movement, Donor Advised Fund grants, daily reports and scheduling.

She obtained her bachelor’s degree from University of Wisconsin-LaCrosse. She has held positions in publishing, retail and education. She has lived in Naples for over 15 years with her husband and has two grown children. She is an avid reader and loves everything the Sunshine State has to offer.