Rhys Heinrich joined Forum Financial Management in 2022. Prior to joining Forum, Rhys spent most of his professional career in business development and account management, becoming skilled at communicating and connecting with people. He served in these roles in the plastics manufacturing industry in Denver, CO, offering solutions to a wide range of industries and companies.
For more than a decade, Rhys has enjoyed a successful and satisfying career working in sales and client service roles in the manufacturing industry. In conversations with clients, he realized that too few had taken the time to reflect on the appropriate strategies and specific steps to ensure a secure financial future. He then decided to get involved in a more useful way.
Rhys appreciates the challenges that individuals, families, and business owners face when focusing on the important financial decisions that affect their lives. He helps by providing peace of mind and sharing insightful strategies, especially for those accumulating assets, getting ready to retire, selling a business or inheriting assets. He truly enjoys helping clients navigate major financial decisions and helping them understand how to make their money last longer than they do.
Rhys earned a bachelor’s degree in English and a bachelor’s degree in psychology from the University of Iowa in Iowa City.