Forge Financial

Today we’re celebrating an incredible milestone! Congratulations to Melissa Bowlin, Office Manager of the Tulsa office, on seven (7) years with Forge Financial! 🎉

Melissa embodies so many of the qualities that make both a strong leader and an exceptional teammate. She is trustworthy, adaptable, dependable, and one of the key people our team and clients rely on every day. Melissa has a unique ability to build strong relationships, support those around her, and ensure both our clients and coworkers feel cared for and supported.

Melissa brings an innovative, forward-thinking approach to her work. She consistently goes above and beyond to keep the Tulsa office running smoothly. Her loyalty, independence, and commitment to helping others make a lasting impact on our team and the clients we serve every day.

Thank you, Melissa, for seven amazing years of dedication, leadership, and heart. Forge Financial is better because of you, and we are so grateful to celebrate this milestone with you!

In observance of Memorial Day, our office will be closed on Monday, May 25, 2026.

We take this time to honor and remember the brave men and women who made the ultimate sacrifice for our freedom. We wish you a safe and happy holiday weekend filled with moments of remembrance and gratitude.

Today we’re celebrating eight incredible years with Geoffrey Weiss at Forge Financial—and what a ride it’s been. As our Deputy Compliance Officer, Geoffrey keeps the wheels turning and the boxes checked… but let’s be honest, he does so much more than that. Need a tech issue solved? Geoffrey. Random office question? Geoffrey. Something broken, glitching, or just not cooperating? Yep—Geoffrey again.

He’s our unofficial IT department, resident encyclopedia, and all-around fixer of things we didn’t even know were fixable. Through it all, Geoffrey stays calm, cool, and never frazzled—always willing to stop and help, no matter how busy he is. He’s not only a dedicated parent at home, but also someone our team relies on every day. Thank you for everything you do, Geoffrey! We are lucky to have you!