Our Journey
A friendship that became a company.
More than 25 years ago, Dave and Steve met across the table—one as an advisor, the other as a client. The conversation quickly turned into friendship, the kind built on trust and plenty of sarcasm. Over the years, they leaned on each other’s strengths and eventually joined forces.
Today, that same friendship is the foundation of Forge Point Advisors. Dave brings a sharp eye for estate planning, Steve helps keep investments on track, and together they make sure clients feel cared for. What started as two friends helping each other has grown into a team serving families across the country, still treating every client like they’ve known them for years.
Meet Our Advisors
Different strengths, shared commitment.
We’re a multigenerational team that believes financial advice should feel personal. Each of us brings something different to the table, but together we help make sure you always have someone who knows your story and looks out for you.
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David J Gunter
Partner, Managing Director
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Steve Uzonyi
Partner, Managing Director
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Debra Dragich, CFP®, RICP®
Partner, Financial Advisor
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Lori Burchfield
Office Manager, Senior Client Service Associate
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Eileen Douglas
Senior Client Service Associate
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Andrea Koedel
Senior Client Service Associate
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
What Drives Us
How we form every relationship.
Our values shape how we interact with clients, make investment decisions, and build our business. They’re not just words on a wall – they’re the foundation of everything we do.
Genuine Care
We treat your finances with the same attention we give our own family.
Long-Term Thinking
Every decision we make looks ahead to how it will affect your kids and grandkids.
Personal Connection
We celebrate milestones, take your calls, and show up when you need us.
Confident wealth.
We’re here to be more than money managers. Our purpose is to help families build financial confidence that lasts through every season of life. That means offering clear guidelines, treating clients like family, and making sure every plan we create is designed to stand the test of time.
Forging ahead.
We’re intentional about the future of Forge Point Advisors. Our goal is to grow thoughtfully, bringing the right people and resources so we can serve families for generations. By keeping our team multigenerational, we help make sure you always have someone who knows your story and is ready to carry it forward.
