Skip to main content

Maxwell Forsman Investment Services Logo

  • Home
  • About Us 
    • Our Team
  • Services
    • Planning for Retirement
    • Estate Planning
    • Paying for Education
    • Investments and Portfolio Management
    • Preparing for the Unexpected
    • Business Owners Retirement Planning
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Blog
  • Client Login
  • Contact

    You are here

  1. Home
  2. About Us
  3. Our Team

Our Team

Photo of team member

Dave Maxwell, CEBS® , AAMS®

LPL Financial Advisor

856-582-3500
856-582-3600
david.maxwell@lpl.com

 

Dave Maxwell has been a resident of Washington Township since 1979.  Dave has worked in the financial services industry for over 40 years.  His experience includes, but not limited to, institutional, retail and wholesale marketing of a wide variety of investment products.  In addition to these marketing initiatives, he also has considerable experience in both needs based financial planning and portfolio construction, and asset allocation* as well.

Dave is a graduate of Dickinson College in Carlisle, Pennsylvania.  He earned a Certified Employee Benefit Specialist designation sponsored jointly by the International Foundation of Employee Benefits and the Wharton School of the University of Pennsylvania.  Dave also obtained his Accredited Asset Management Designation from the College for Financial Planning.

Dave has also been very active in his community.  He was a co-founder of the 5th Quarter Football Club of Washington Township High School, as well as a co-founder of the Adam Taliaferro Foundation.  He has been a past President of the Washington Township Chamber of Commerce and a member of the Washington Township Rotary.

He and his wife, Sandy, have been married since they graduated from Dickinson together, and they have two children, a son Christopher, and a daughter Erin.

*Asset allocation does not ensure a profit or protect against a loss.

Photo of team member

Danielle Forsman

LPL Financial Advisor

856-582-3500
856-582-3600
danielle.forsman@lpl.com

 

Danielle Forsman is a lifelong resident of Washington Township.  Danielle is a 1988 graduate of Washington Township High School. She and her husband Jeff have been married for twenty-eight years and together they have a daughter, Sarah, a recent graduate from Washington Township High School as well.

Danielle has worked in many industries, from accounting and real estate but most notably the restaurant and hospitality industry.  Prior to joining Dave, Danielle owned a catering business, R Fabulous Foods and a Chef at a local Vineyard/Winery.  Also, she was an original co-owner of the Bus Stop Music Café in Pitman.

In 2014 Danielle decided to go back to college and finish her business degree.  She achieved academic honors, as well as the prestigious Presidential Medallion Award.  Danielle is currently a licensed* LPL Financial Advisor and Insurance professional.

Danielle began working with Dave Maxwell in 2016, and together they formed their business partnership of Maxwell Forsman Investment Services, Inc. in 2018.

 

*Securities registrations are held through LPL Financial.

About Us

  • Our Team

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 856-582-3500
Fax: 856-582-3600

Email: david.maxwell@lpl.com

102 Heritage Valley Drive, Washington Township, New Jersey 08080

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through LPL Financial, Member FINRA/SIPC

  •    

© 2021 Maxwell Forsman Investment Services Inc.. All rights reserved.

Website Design For Financial Services Professionals