The Forge Companies (TFC), a leader in comprehensive settlement planning and financial services, is excited to announce the addition of Andy Mayer as the newest Settlement Consultant for Forge Consulting, the settlement planning division of TFC. With nearly three decades of banking experience, Mayer brings unparalleled knowledge in private banking, commercial lending, and financial planning to his role.
Peter Wayne, Chief Revenue Officer of The Forge Companies, shared, “We are thrilled to have Andy join our incredibly talented and experienced Settlement Planning team.”
Mayer is a graduate of the University of Kentucky and Louisiana State University School of Banking. He also earned a Certified Wealth Strategist distinction. As a Settlement Consultant, Mayer will work closely with attorneys and families, leveraging The Forge Companies’ integrated services to ensure a seamless settlement planning experience.
Marcy Espinosa Hanson, President of Forge Consulting, LLC, shared her excitement to welcome Mayer, stating, “Andy’s deep knowledge and empathetic approach make him an invaluable addition to our team. His focus on building lasting relationships and delivering exceptional service complements our core values and mission to provide holistic support for attorneys, their clients, and their families.”
About Forge Consulting
Since 2003, Forge Consulting has provided plaintiffs and their attorneys with expert settlement planning. Forge Consulting designs customized plans to meet future needs and helps clients reach an informed decision.
About Advocacy Wealth Management
Advocacy Wealth Management designs portfolios to meet the specific needs of each client. Our many CERTIFIED FINANCIAL PLANNER™ professionals work nationally in support of the ongoing planning process as those needs evolve and change.
About Advocacy Trust
Advocacy Trust is a Tennessee chartered trust company made up of professionals with decades of trust industry experience and is well known for the caring support provided to individuals who have dealt with adversity and financial challenges.