Connie Fornberg

Connie joined Mercer Advisors in 2025 through the acquisition of Family Wealth Planning Group where she’d served since. As a client service specialist, she is responsible for new account setups, money movement, Donor Advised Fund grants, daily reports, and scheduling.

Connie obtained her bachelor’s degree from University of Wisconsin-LaCrosse. She has held positions in publishing, retail, and education.

Connie lives in Naples with her husband and has two grown children. She is an avid reader and loves everything the Sunshine State has to offer.