Team Forthright
David K. Mitchell, CFP®, ChFC®, CLU®, CFS® & CASL®
Managing Partner, CERTIFIED FINANCIAL PLANNER™
570-735-2175
A natural entrepreneur with a big heart, Dave believes his clients and his team are capable of anything they put their minds to...
Anthony J. Capristo, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, CAP® & ChSNC®
Managing Partner, CERTIFIED FINANCIAL PLANNER™
570-735-2175
Caring, listening, and problem solving, Anthony is an invaluable resource and advocate for his clients...
Ralph A. Capristo MBA, CFP®, TPCP®, RICP®
Managing Partner, CERTIFIED FINANCIAL PLANNER™
570-735-2175
Approachable, Humble and Disciplined, Ralph’s life goal is helping everyone achieve financial freedom. An experienced financial services professional, Ralph’s passion is helping families and businesses realize their goals...
Amy Sporer
Investment Advisor Representative
570-735-2175
Amy is the hub of the workflow at Forthright Wealth Planning...
Megan Grilletto
Client Services Assistant
570-735-2175
Whether it's your first visit or you've been a client for years, Megan will make you feel right at home. She is the smiling, happy face that people first see when they come to meet with us at our Nanticoke location, and the pleasant...
Jordan Potenziani
Client Services Assistant
570-735-2175
Education: Bachelor of Arts in Business from Lackawanna College Whether it's your first visit or you've been a client for years, Jordan will make you feel right at home. She is the smiling, happy face that people first see when...
Ashley Kistler
Client Services Assistant
570-735-2175
Kind, hardworking and a great multi-tasker...
James Baker
570-735-2175
Born and raised in Allentown, Pennsylvania, Jim has been a financial advisor, serving the residents and businesses of the Lehigh Valley area, for more than forty years. Jim attended the Valley Forge Military Academy, earning an A.A.,...
