AMG National Trust
Jeff Forker, AIF, CEBS is a seasoned professional in the field of retirement and benefits management. Jeff has held various managerial positions at reputable companies such as AMG National Trust, SCL Health, and Rio Tinto, overseeing retirement programs, benefits administration, and financial wellness initiatives. With a strong educational background from the University of Colorado Boulder and The Wharton School, Jeff's expertise in pension plans, 401(k) programs, and executive benefits make him a valuable asset in the financial services industry.
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AMG National Trust
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.