Our Team

David P. Ford, CFP®
LPL Financial Advisor

Email: david@davidpford.net

David has been helping families and businesses in Spooner and the surrounding communities with their wealth planning goals since 1992.  As a CERTIFIED FINANCIAL PLANNERTM professional, CFP®, he has the education and experience that is essential in developing your financial road map.

David was born and raised in Duluth.  He attended the University of Minnesota - Duluth and is a graduate of the College of Financial Planning - Denver.  

David is married to Lynn, and is the father of twins, Caleb and Hannah, both in the Air Force.  Caleb completed basic training at Lackland AFB in San Antonio, TX in March 2019, and Hannah is with ground technical support and is stationed at Barksdale AFB in Shreveport, LA.

David is a Minnesota Vikings fan, which can sometimes makes it difficult for him to be around Packers fans.  He enjoys flying his RC airplanes on his 80 acre field, golfing, and downhill skiing in the winter.

Professional Credentials:

  • CERTIFIED FINANCIAL PLANNERTM Professional Designation
  • Series 7 & 63 FINRA Registrations through LPL Financial
  • Variable Life/Variable Annuity, Accident and Health & Life Insurance Licensed

Lynn M. Ford, CRPC®
LPL Financial Advisor

Lynn has over 15 years in the financial services industry.  As a Chartered Retirement Planning CounselorTM professional, CRPC®, she studies how income needs change over the course of retirement, and the types of investments that may address lifestyle needs in both active and less active phases of retirement.

Lynn, born and raised in Spooner, attended UW Eau Claire and UW Superior, in addition to the College of Financial Planning.

Lynn is married to David, and the mother of two sons and one daughter.  Justin lives in Ohio with his wife, Laurel, and son, Dean.  Brittany lives and works in Rice Lake, WI.  Her youngest, Garrett, is in high school.  

Lynn's hobbies include reading, gardening, golfing, and spending time with her family and grandson, and dog, Graceland - Lynn and David are both huge Elvis fans.  She and David enjoy spending time at their cabin at the lake in Minong.

Professional Credentials:

  • Chartered Retirement Planning CounselorTM Professional Designation
  • Series 7, 63 & 65 FINRA Registrations through LPL Financial
  • Variable Life/Variable Annuity, Accident and Health & Life Insurance Licensed

Karlie Richter
Client Services Associate - Spooner
Email: karlie@davidpford.net

Karlie joined Ford Financial Group in June of 2018 as a Client Services Associate in our Spooner office.  Her responsibilities include scheduling appointments, appointment reminder calls, general office operations, account maintenance and helping with client requests or concerns.

Karlie resides in Spooner with her daughter, Riley.  She enjoys spending time with family and friends.  In her free time, Karlie enjoys being outdoors with her daughter and going for bicycle rides as much as possible. 

Chad Patko
Client Services Assistant - Spooner
Email: chad@davidpford.net

Chad joined Ford Financial Group in 2018 as a Client Services Associate.  He is learning the financial industry from the ground up and looks forward to being a resource for Ford Financial and creating lasting relationships with our clients.

Chad graduated from the University of Wisconsin-Superior with a Bachelor's degree in Business Administration, as well as a Coaching minor.  He is also an alumni of UW-Superior's baseball program.  

Chad was born and raised in Stone Lake, WI, and currently resides in Spooner.  He plays baseball for the local team, the Spooner Cardinals, and in his spare time, Chad enjoys being outdoors hunting and fishing.  He also helps coach the Spooner High School baseball team.

Lori Braun
Virtual Marketing Associate
Email: lori.braun@lpl.com

Lori joined Ford Financial Group as a virtual assistant in 2017.  Her primary responsibility is coordinating the marketing efforts for the office including mailings, database work, as well as website and Social Media maintenance.

Lori lives in Bismarck, North Dakota for part of the year, and sunny Gilbert, Arizona during the winter months.  She previously worked as a Marketing Consultant at the home office of our previous broker-dealer, Investment Centers of America, Inc. (ICA) which was located in Bismarck.  Lori has over 20 years of experience in the financial industry.

Lori enjoys traveling with her husband, Gerry, and spending time with friends and family ... especially those grandchildren! 

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