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Danielle Forsman , CFP®

Managing Partner
LPL Financial Advisor

Danielle Forsman is a lifelong resident of Washington Township and graduate of Washington Township High School. She and her husband Jeff have been married for over thirty years and together they have a daughter, Sarah, a current student at Rowan University.   

Danielle's professional background stems from accounting, real estate and the restaurant industry.  Prior to joining Dave in 2016, Danielle owned a catering business, R Fabulous Foods, was the Chef at a local Vineyard/Winery and was an original owner of the Bus Stop Music Café in Pitman.  Danielle currently serves as Treasurer and sits on the Board of Directors of ISMRD, an international non-profit organization that helps families affected by rare diseases.

Danielle holds a Bachelor of Science in Finance from The Rohrer School of Business at Rowan University, graduating Magna Cum Laude, as well as the prestigious Presidential Medallion Award.  Danielle is a licensed* LPL Financial Advisor and Insurance professional , Danielle is also a CERTIFIED FINANCIAL PLANNER™ professional. 

Danielle began working with Dave Maxwell in 2016, and together they formed their business entity of Maxwell Forsman Investment Services, Inc. in 2018.  Danielle serves as Managing Partner of their firm.

*Securities registrations are held through LPL Financial.