Our Firm

Mary has been working in the Financial Services industry with Marc since 1985. She started as his administrative assistant and took over the business in 2024 as part of their succession plan. Mary is the owner and Financial Professional and has her Life & Health license, Series 6 and 63. Mary enjoys bowling, camping & spending time with her family, especially the grandchildren!

Danielle is the office Administrator and Marc's oldest daughter. She has worked at Forge Financial since 2012. In her free time she enjoys hiking and spending time in nature with her family, taking care of their household of rescued animals, and photography.

Forge Financial gives back!

Continuing on both the tradition Marc started and the strong belief of the importance of giving back, we are committed to making a difference along with our clients, in the lives of others - especially children! For 2025 we will be fundraising for The Dream Factory of Rochester https://www.dreamfactoryinc.org/rochester/ and will continue to support them and other local charities.

Over the past 35+ years, Marc Gillespie raised right around $200,000 with the help of our team and clients at Forge Financial Advisors. Marc chose to support many local charities such as Camp Good Days & Special Times, The Dream Factory, The Arthritis Foundation and the Vietnam Veterans. We all have come to look forward to our fundraisers each year - please reach out to us if you would like to contribute or get on our mailing list for the annual fundraiser.