Get to Know Our Dedicated Team

At Forest Wealth and Insurance, we pride ourselves on having an exceptional team of dedicated professionals who are committed to providing the highest level of service and expertise. Each team member brings a wealth of knowledge and a unique set of skills to our practice, ensuring that we can offer comprehensive and personalized financial solutions to our clients. Meet the individuals who make our success possible:

Photo of Founder and CEO Kanan Sachdeva

Kanan Sachdeva

MBA, CFP®, ChFC®

Founder and CEO

508-251-7202

I specialize in comprehensive financial planning for professionals across various industries. By integrating strategies in insurance, investments, savings, and tax efficiency, my team and I are dedicated to transforming our clients' goals and dreams into reality.
Photo of Director of Operations and Client Service Stuti J. Khanna

Stuti J. Khanna

M.M.

Director of Operations and Client Service

stuti.khanna@nm.com

Photo of Financial Planning Analyst William Alfred Haggard

William Alfred Haggard

Financial Planning Analyst

781-750-0450

william.haggard@nm.com

Photo of Investment and Planning Associate Jordan Hirsch

Jordan Hirsch

MBA

Investment and Planning Associate

781-664-1246

Photo of Investment Operations Associate Sarah Jordan

Sarah Jordan

Investment Operations Associate

sarah.jordan@nm.com