Meet the team
Our unwavering commitment to your best interests drives our team of dedicated professionals to deliver exceptional performance and service every time.
Todd Seresky
Director of Research and Analysis
Phone: 617.526.9346
Email: tseresky@financialguide.com
Email: tseresky@financialguide.com
Todd specializes in helping FFS with advanced investment analysis and portfolio design. In addition, as a member of the Investment Strategy Committee, Todd actively oversees investment manager performance, attribution analysis, and new investment manager research.
Before working with FFS, Todd was an Associate Wealth Manager at BNY Mellon, overseeing +$1 billion in assets under management. Todd also worked for Fidelity Investments as an Internal Wholesaler selling Fidelity’s mutual funds, 529 plans, and retirement products to Financial Advisors generating over $300 million in mutual fund sales.
Todd has his Series 7, Series 63, and his Massachusetts Life and Health licenses. Todd received bachelor’s degree from Lehigh University and his MBA from Babson College.
Before working with FFS, Todd was an Associate Wealth Manager at BNY Mellon, overseeing +$1 billion in assets under management. Todd also worked for Fidelity Investments as an Internal Wholesaler selling Fidelity’s mutual funds, 529 plans, and retirement products to Financial Advisors generating over $300 million in mutual fund sales.
Todd has his Series 7, Series 63, and his Massachusetts Life and Health licenses. Todd received bachelor’s degree from Lehigh University and his MBA from Babson College.
Andrew Gordon
Advanced Market Consultant
Phone: 617.526.8260
Email: andrewgordon@financialguide.com
Email: andrewgordon@financialguide.com
Andrew works directly with our advisors and FFS clients on Advanced cases in the Estate Planning and Personal High Net-Worth Markets. Andrew’s creativity in case design brings flexibility to the funding process and efficiency and tax savings during the financial plan's distribution and wealth transfer phases.
Before working with FFS, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As Senior Case Design Specialist, Andrew worked with top national insurance producers from a multi-carrier design standpoint.
Andrew graduated from the University of Delaware’s Lerner School of Business, where he concentrated on Economics and Marketing. Andrew still resides in the City of Boston, where he is originally from.
Before working with FFS, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As Senior Case Design Specialist, Andrew worked with top national insurance producers from a multi-carrier design standpoint.
Andrew graduated from the University of Delaware’s Lerner School of Business, where he concentrated on Economics and Marketing. Andrew still resides in the City of Boston, where he is originally from.
Daniel Murphy
Director of Case Design
Phone: 617.526.9359
Email: danielmurphy@financialguide.com
Email: danielmurphy@financialguide.com
Dan is a Relationship Manager with FFS and is the Head of the Planning Experience platform. He leads the creation and implementation of the firm’s financial planning philosophy and oversees the day-to-day operations of the Design Center, the firm’s internal financial planning team. In his role, he works with all advisors on designing the ideal client experience and delivery of the best possible advice to FFS' clients.
Dan has his CFP designation, as well as series 7, 66, 24 and various state LAH licenses.
He graduated from Bentley University with a degree in Finance, a Liberal Studies Major in Ethics and Social Responsibility and Minor in Management. Dan currently resides in South Boston with his wife Nicole and is passionate about sports, music, and traveling.
Dan has his CFP designation, as well as series 7, 66, 24 and various state LAH licenses.
He graduated from Bentley University with a degree in Finance, a Liberal Studies Major in Ethics and Social Responsibility and Minor in Management. Dan currently resides in South Boston with his wife Nicole and is passionate about sports, music, and traveling.
Matthew Ward
Financial Planner
Matt brings a refreshing amount of ambition and financial literacy to the Forward Financial Services team. Matt joined Forward in 2020 as a Financial Services Intern/Sales Assistant and after graduation, he became the second Financial Advisor within the firm in 2021. Matt successfully graduated from Saint Anselm College with a Bachelor of Arts Degree in both Finance and Business.
Some of Matt’s other notable accomplishments and awards from his time at Saint Anselm College are:
Matt currently holds his Series 7 and Series 63 securities licenses, as well as both of his Life and Health Insurance Producer licenses with the Massachusetts Division of Insurance. Matt is licensed for securities in MA, NH, & FL, and is licensed for life insurance in MA, NH, & OK.
Matt has worked in the Financial Services industry since 2018 and prides his practice on taking a holistic approach to Financial Planning. Matt’s passion as a Financial Advisor is to educate his clients on how to properly accumulate, distribute, and protect their money to lead them towards a desired retirement lifestyle based on their specific objectives.
Different life stages often bring with them new personal and financial goals. When it comes to financial planning, having a strong, trusted relationship with a financial professional who will be there to educate and support you every step of the way is essential. Matt is honored to have the opportunity to work with hi clients over the next several decades from their first job through their retirement years.
Fun Facts:
Matt grew up in Shrewsbury, MA and is a life-long Worcester area resident. With a reputable background in both lacrosse and hockey, Matt enjoys giving back by coaching youth athletes in his free time.
Schedule a meeting with Matt here.
Some of Matt’s other notable accomplishments and awards from his time at Saint Anselm College are:
- Economics and Business Department’s DeLucia Award Winner: Given out based on academic excellence and overcoming challenges throughout duration of college experience.
- Melucci Scholarship Recipient: Scholarship awarded to one male and female senior student for full tuition based on strong community and collegiate engagement throughout duration of college experience.
- Member of Worcester Young Businessman's Association
- Member of the Wachusett Area Chamber of Commerce
- Holds a position on the membership committee for the Worcester BNI Referral Champions Chapter
Matt currently holds his Series 7 and Series 63 securities licenses, as well as both of his Life and Health Insurance Producer licenses with the Massachusetts Division of Insurance. Matt is licensed for securities in MA, NH, & FL, and is licensed for life insurance in MA, NH, & OK.
Matt has worked in the Financial Services industry since 2018 and prides his practice on taking a holistic approach to Financial Planning. Matt’s passion as a Financial Advisor is to educate his clients on how to properly accumulate, distribute, and protect their money to lead them towards a desired retirement lifestyle based on their specific objectives.
Different life stages often bring with them new personal and financial goals. When it comes to financial planning, having a strong, trusted relationship with a financial professional who will be there to educate and support you every step of the way is essential. Matt is honored to have the opportunity to work with hi clients over the next several decades from their first job through their retirement years.
Fun Facts:
Matt grew up in Shrewsbury, MA and is a life-long Worcester area resident. With a reputable background in both lacrosse and hockey, Matt enjoys giving back by coaching youth athletes in his free time.
Schedule a meeting with Matt here.
Thomas M. Valentine Jr.
President/Financial Advisor
Tom brings a wealth of knowledge and experience in helping his clients plan for a secure financial future. He began his career in the insurance and financial services industry in 2007 after having a successful career in the banking and mortgage business. In 2013 Tom fulfilled a lifetime dream to own his own business and launched Forward Financial Services, Inc. Tom takes pride in guiding his clients through a unique educational approach to investment planning, in which he believes in providing his clients with liquidity, use and control of their hard-earned money.
Tom was born in Worcester and is a life-time resident in the Worcester area. In 2001 Tom graduated from Franklin Pierce University with a Bachelor’s Degree in Financial Management. Tom has a passion for community involvement and is well known for his support to many local charities and organizations. He is the founder of the NET group in Worcester which is heavily involved with the "Why Me/Sherry’s House" organization and runs their Texas Holdem’ event every spring. He is an active member of the Wachusett Chamber of Commerce, is on the Board of Directors for the Rotary Club of Worcester and is a huge supporter of local sports teams in the area as a sponsor and coach.
Tom’s community involvements and industry accomplishments are:
Fun Facts:
Tom lives in Holden with his wife Jill and his two children, Isabella and Brayden and their dog Tek. Please note that in order to get the most out of your appointment with Tom, we avoid booking appointments the morning after a major Boston sports team game or event as he is a big fan of our New England sports teams.
Tom was born in Worcester and is a life-time resident in the Worcester area. In 2001 Tom graduated from Franklin Pierce University with a Bachelor’s Degree in Financial Management. Tom has a passion for community involvement and is well known for his support to many local charities and organizations. He is the founder of the NET group in Worcester which is heavily involved with the "Why Me/Sherry’s House" organization and runs their Texas Holdem’ event every spring. He is an active member of the Wachusett Chamber of Commerce, is on the Board of Directors for the Rotary Club of Worcester and is a huge supporter of local sports teams in the area as a sponsor and coach.
Tom’s community involvements and industry accomplishments are:
- Winner of the George B. Pearson Leadership Award 2016.
- Qualifying member of the prestigious Court of the Table*. Achieving membership in MDRT is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client services and ethical conduct.
- Registered Representative of MML Distributors, LLC.
- Member of the National Association of Insurance and Financial Advisors (NAIFA) since 2007.
- Featured in Worcester Business Journals Business Profiles Edition 2015 & 2016.
- Ohio Nationals "Wall of Fame" - 2013 -present and Council of Honor 2015 - present.
- Jackson Nationals "Star Club Member" 2014 - present.
- Past Board Member - Why Me Organization 2009 - 2012.
- Active member of the Worcester & Wachusett Chamber of Commerce.
- Committee Chair for "The Net" Texas Hold’em tournament to benefit the Why Me Organization 2009 - present.
- Worcester Rotary Club Member since 2015.
- Worcester Rotary Club Board of Directors 2016-2017.
- Director and coach for Holden T-Ball league.
Fun Facts:
Tom lives in Holden with his wife Jill and his two children, Isabella and Brayden and their dog Tek. Please note that in order to get the most out of your appointment with Tom, we avoid booking appointments the morning after a major Boston sports team game or event as he is a big fan of our New England sports teams.
Planning Specialists
Through our partnership with Commonwealth Financial Group, Fast Forward Financial has access to the following specialists and resources.
Michael Moran
Head of Brokerage
Phone: 617.526.9305
Email: mikemoran@financialguide.com
Email: mikemoran@financialguide.com
Mike is the Head of the Brokerage Network. He is dedicated to supporting the managers and team to help provide the best possible solution for their clients.
Mike began his career as a financial advisor in 2002 focusing on comprehensive financial planning. In 2006, Mike changed focus of his practice to comprehensive planning for business owners and created a business advisory group. In 2009, Mike merged his group into the Brokerage Network where he became the Managing Director.
Mike continues to work with advisors to help business owners get the most out of their business in ways that matter most to them. He specializes in business advisory services, executive and employee benefits, and wealth preservation strategies.
Mike began his career as a financial advisor in 2002 focusing on comprehensive financial planning. In 2006, Mike changed focus of his practice to comprehensive planning for business owners and created a business advisory group. In 2009, Mike merged his group into the Brokerage Network where he became the Managing Director.
Mike continues to work with advisors to help business owners get the most out of their business in ways that matter most to them. He specializes in business advisory services, executive and employee benefits, and wealth preservation strategies.
Patricia Clarke
Lead Client Account Administrator
Phone: 617.526.9322
Email: pclarke@financialguide.com
Email: pclarke@financialguide.com
Pat is directly involved in creating a seamless and efficient experience during client onboarding. In addition, she is responsible for leading a team of Client Account Administrators in supporting advisors in establishing client insurance, investment, and annuity accounts from the application phase to its completion.
Prior to joining FFS as staff, Pat supported financial advisors in their practices for over 20 years as a Client Relations Manager providing servicing and new account support for advisors and their clients.
Pat has a bachelor’s degree in Psychology with minors in business and office administration and a master's in Education Counseling.
Prior to joining FFS as staff, Pat supported financial advisors in their practices for over 20 years as a Client Relations Manager providing servicing and new account support for advisors and their clients.
Pat has a bachelor’s degree in Psychology with minors in business and office administration and a master's in Education Counseling.