Team

William White is the founder of Forge & Link Financial Group, a practice dedicated to the future "You" since 2014. During his time in practice, he has helped several families, business owners and professionals create tailored solutions to reach their goals. He understands life has to have parity between enjoying the moments and building an estate for loved ones that follow. His passion comes from seeing his clients move from a place of being controlled to controlling their situation. William is the type of advisor who will laugh with you and celebrate with you but be there in the tough times when hard decisions have to be made. As he often says, "I'm in the business of building and cultivating relationships and simply being the compass on your journey." When working with clients, he focuses on the holistic view by knowing the RIGHT questions to ask, helping his clients get to the right solution. He yearns to understand the "Why", the risk they are willing to take, what keeps them up at night, the numbers and taking the time to portrait the end result!

Education and Licenses

Before he became an advisor, William graduated from Oklahoma Christian University in Edmond, Oklahoma with his Bachelor’s in Marketing Management and a Master’s of Business Administration in Leadership and Organizational Development. William holds several licenses: General Lines Life & Health and Series Licenses 6, 63, 66 & 7. He is a Chartered Financial Consultant (ChFC^®) earned at the American College of Financial Services and he is Certified in Long-Term Care (CLTC^®).

Professional Speaking

William has hosted several seminars around the country promoting financial literacy to several demographics such as the working class, senior citizens, even kids. He is a proud member of Phi Beta Sigma Fraternity, Inc. In the Fraternity, he enjoys working with the Bigger, Better Business program that helps minority businesses keep up and surpass the status quo and teaches financial literacy to the community.

Personal Life

When William leaves the office, he is a child of the Most-High, a husband to his wife, Dr. Keesha, and a father to his two sons William III (Trey) and Kobe.

Marty is a Partner and Financial Advisor at Forge & Link Financial Group. His focus is on building long-term relationships with individuals and business owners to help them achieve their financial goals. Marty has worked as a financial services professional since 2014 and has expertise in wealth management, retirement planning, estate planning and investments. Prior to that, he spent over 10 years in the travel industry where he provided strategic planning services to large and small businesses, including companies such as Travelocity and Sabre Inc.

Education and Licenses

Marty received his MBA in Finance from the UNC Kenan-Flagler Business School and his BS in Business Administration from The Ohio State University. He is a Chartered Financial Consultant® and holds the FINRA Series 6, 7, 63 and 66 securities licenses, and General Life and Health Insurance Licenses in several states.

Marty is a member of NAIFA, a lifetime member of the National Black MBA Association, and serves on the Board of Directors for the Greater East Dallas Chamber of Commerce. He is a member of Kappa Alpha Psi Fraternity, Inc and an avid supporter of the Texas Media Production Alliance (TXMPA).

Personal Life

When he is away from the office, Marty enjoys acting, filmmaking, cycling, skiing, and traveling.

Jay is an affiliate with Forge & Link Financial Group as well as an agent with New York Life, a career beginning in 1979. Jay’s focus over the years has been in wealth creation, estate planning, employee benefits, and business insurance.

Jay received his BA in Political Science from Whittenburg University. He received his MBA in finance from the Cox School of Business at SMU. He later received his Chartered Financial Consultant and Masters in Financial Services from the American College.

Jay is a member of the National Association of Insurance and Financial Advisors. He is also a Life Member of the Million Dollar Roundtable (MDRT). MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.