The Forster Herbenson Group was founded on shared values of honesty, integrity, genuine concern for clients, and respect for our associates.
Focusing on personalized service tailored to each client's unique needs and goals, we strive to provide guidance and support through every stage of the client's financial journey. Our clients can rely on us to act in their best interest, offering sound advice and solutions that align with their objectives. We believe that the success and satisfaction of our clients are the true measures of our success.
The group's legacy and foundation began over 39 years ago with Ron Farley in 1987. As Ron's client base grew and evolved, he expanded his team by adding Financial Advisors Tim Forster in 1999 and Anthony Herbenson in 2013, establishing the Farley Forster Herbenson Group. In 2016, Amy Anderl joined as an Associate Financial Advisor, followed by Kegan Fassler, who came on board in 2018 as another Associate Financial Advisor.
Ron Farley retired in April 2024, and we changed our name to the Forster Herbenson Group. Our team comprises of two Financial Advisors, two Associate Financial Advisors, one Senior Client Specialist, one Client Specialist, and two Client Assistants.
Since its inception in 2023, the Forster Herbenson Group has been recognized annually as a Forbes Best-in-State Wealth Management Team*.
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.
2024 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/24, rankings based on data as of 3/31/23.
2023 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/12/23, rankings based on data as of 3/31/22.
Please visit the Awards and Designations page to see our complete list of awards and achievements.
Click on the photos below to learn more about our team!
Kegan Fassler, CFP®
Assistant Vice President | Associate Financial Advisor
Amy Anderl, CFP®
Assistant Vice President | Associate Financial Advisor
Kristi Kennedy, CPA
Assistant Vice President | Senior Client Specialist
Expanded Expertise, Unified Approach
Our clients benefit not only from our dedicated team, but also from access to an extended network of Baird subject matter experts. This collaborative approach helps ensure well-informed solutions and exceptional service, regardless of complexity.
Mike Burzynski, CPA
Vice President | Senior Tax Strategist
Jim Guckenberg, J.D.
Assistant Vice President | Senior Estate Planner
Melanie Schmieding, CTFA
Managing Director | Director of Baird Family Wealth
Jason Spitz, M.B.A.
Director | Business Owner Solutions Managing Director
Matt Weith, J.D.
Vice President | Senior Trust Strategist