Maria Taney | Strategic Assistant | Forge Wealth Management

Maria Taney

Strategic Assistant

Maria Taney has been Regina’s assistant since Forge Wealth Management was founded in July 2015, but their journey together began way back in 2007.  Maria was formerly a full-time nanny for Regina’s three children for eight years prior to becoming her assistant!  During that time, Maria was able to finish school and graduate Magna Cum Laude from West Chester University with a B.S. in Early Grades Education.  Needless to say, Maria was just a little inexperienced in the financial industry, so she took it upon herself to enroll in AdminU, an educational curriculum offered by LPL Financial that is designed to enhance effectiveness in client service and relationships, office management, technology and much more.  Maria began at the lowest degree level and in just two short months she had worked her way up to completing the top level awarded – the Bachelor’s Degree.  On a more personal level, Maria was married in April 2022 and had her son, Jacob, in March 2023.  She enjoys spending time with family, target shooting, and going on camping trips.