Ford Financial Group
David P. Ford, CFP®
Lynn M. Ford, CRPC®

CONNECT

Address:

219 River Street
Spooner, WI 54801

Phone:

(715) 635-3136
,Toll Free:,(877) 530-5845

Fax/Other:

(715) 635-6841

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 has been accepted into Special Ops after completing basic training.  Hannah is with ground technical support and is stationed at Hickam Air Force Base 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
Email: 
lynn@davidpford.net

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 New Hampshire with his wife, Laurel.  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 puppy, 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

Jennifer Nelson
Client Services Manager - Superior
Email: jennifer@davidpford.net

Jennifer joined Ford Financial Group in 2013 as Client Services Manager in our Superior office.  She was born and raised in Duluth, and graduated from the College of St. Scholastica in Duluth with a Master of Business Administration and Master of Arts in Management. 

Jennifer enjoys spending time with her family, and lives in Superior, WI, with husband, Carl, and their two cats.


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. When she's not outdoors, you can find her at home with her daughter and dog, Cerin.


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 there.  He plays baseball for the local team, the Spooner Cardinals, and in his spare time, Chad enjoys being outdoors hunting and fishing.


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