How We Work
Our team is comprised of experienced financial professionals, with emphases on the areas of financial information designed to suit your needs. Whether you are looking to invest, need help setting up a college savings account, or want to make sure you can retire, we have a dedicated team who is eager to assist you with your needs.
Because over 90% of our clients are retirees and pre-retirees with similar concerns, we are in an ideal position to help address your needs. When you choose Forster Financial, you benefit from obtaining comprehensive advice from a team of qualified professionals who have managed money through some of the most difficult times in history.
Robert Forster, AIF
President
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Robert Forster was born in Anchorage, Alaska. He lived in England as a young child and grew up in Spokane Valley. Robert is the President and CEO of Forster Financial and holds the Accredited Investment Fiduciary designation...
CJ Patrick
Financial Advisor
509-315-4456
CJ joined the Forster Financial team in the spring of 2021 as a Client Service Manager. With 10 years of financial and insurance industry experience CJ has worked with a multitude of clients at different points in their lives. He...
Aurora Rosio-Taylor
Administrative Director
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With over 8 years in the client service industry, Aurora understands the importance of creating and maintaining positive client relationships built on trust and accountability.She recognizes these are some of the most important...
Annie Grinolds
Client Services Representative
509-315-4456
Annie is a Client Services Associate with Forster Financial and has been in the customer service industry since 1997. She is dedicated to providing an exceptional customer experience by understanding clients' individual needs and wishes.
Josh Potter
Financial Advisor